Sales & Use Tax FAQ
This article applies to customers in the United States only.
January 2024 Update: In-App Wallet Usage Taxation
For customers with usage product sales under $10,000 per month, applicable sales tax will be billed on all usage sales for the month on the 1st of the following month.
For customers with usage product sales over $10,000 per month, applicable sales tax will be billed on usage sales from the 1st to the 15th of the month on the 16th of the month, and on usage sales from the 16th to the end of the month on the 1st of the following month.
Why is the CRM charging me Sales & Use tax?
The CRM has recently completed a Nexus Study, which determined that some of our products and services are considered taxable. This is a result of the 2018 ruling in South Dakota v. Wayfair, a landmark Sales & Use tax nexus case that changed the rules on physical and economic nexus.
Which states are required to collect Sales & Use tax?
Sales & Use tax requirements vary by state. For current rates and details, please consult a reliable tax resource or your local tax advisor.
My company is tax exempt or self-remits sales tax. What should I do?
To continue purchasing on a tax-exempt basis, please complete a new sales tax exemption certificate. Use the Multistate Tax Commission’s Uniform Sales & Use Tax Exemption/Resale Certificate or another state-approved form. Enter the CRM provider’s name as the seller. Once you submit a valid certificate, it will remain effective until its expiration date. If you have already completed this process or paid use tax, send supporting documentation to the provided tax support email.
How can I see tax details in my account?
To view detailed transaction information, log into your agency, navigate to Settings, then Billing, then Wallet & Transactions. Under Detailed Transactions, you can click the chevron “>” next to a transaction for more information.
I have more questions. Who can I contact?
For questions about the nature or applicability of the tax, consult your company’s tax advisor or email your questions to the provided tax support address.
Why are we applying for a tax exemption for intangible products?
Sales tax no longer applies only to tangible products. Some of the products the CRM sells are required to be taxed under current regulations.
In what situation would someone have a sales tax exemption form?
The CRM is required to collect sales taxes on some products unless you provide a valid resale certificate. If you are unsure whether you qualify as a reseller, we recommend contacting your CPA or tax advisor.