TaxCloud pricing

TaxCloud’s 30-day free trial provides access to the Premium tier pricing plan at no cost.

However, please note that the free trial does not include filing services or registration for sales tax licenses in any states. To access these services, you’ll need to upgrade to a Starter or Premium plan and enable our filing services. For more information, visit our Help Center.

No, starting a trial is free, and does not require adding a payment method.

However, after the free trial ends, if you haven’t selected a plan, your account will be paused until a plan is selected–Free, Starter, or Premium.

Annual plans are billed upfront for the entire year and offer savings compared to 12 months of monthly billing. Additionally, while monthly plans include a monthly order allotment, the orders in annual plans can be used throughout the entire year, making it ideal for businesses with fluctuating order volumes.

What is an order?

• Each sale, refund, or return counts as one order. Applying an exemption certificate to an order counts as two orders.
• Each transaction imported via CSV with a unique “order_id” counts as one order.
• All imported orders sent to any jurisdiction or state count towards your monthly order limit, regardless of whether sales tax was collected.
• Any API tax calculations or rate lookups provided count as 1/10th of an order towards your monthly order total.

Note:

• Orders above your order tier will be billed per order at the tier’s per-order price unless you upgrade order tiers.
• Orders from SST member states do not count toward the plan allotment, provided the merchant is on a Premium plan, enrolled in SST for the member states, and has no physical nexus in the member states.

Orders exceeding the monthly or annual allotment (depending on your plan) will be charged at an a-la carte basis at the per order price of your plan. The per order price can be identified by dividing the price of your plan by the number of included orders. For more information, visit our Help Center.

TaxCloud accepts ACH by adding your banking information to your payment methods on file, as well as all major credit cards.

Note: Payment with credit cards incurs an additional 7% convenience fee.

Yes, TaxCloud provides the option to purchase 1-on-1 guided onboarding for an additional fee. This service is ideal for businesses that require assistance with setting up API connections, multiple integrations, or have specific registration or filing needs. To explore this personalized service, please contact our sales team.

If you consider yourself tech-savvy or plan to use a data import integration like Shopify, you can opt to self-onboard. The TaxCloud dashboard is designed to facilitate a smooth setup of your account. For additional support, our Help Center offers detailed setup guides. Additionally, you can enhance your setup experience by joining an Onboarding Webinar for extra guidance.