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US Sales Tax

Understanding Sales Tax Charges

K
Written by Katarina Dakic
Updated over a week ago

US-based customers can be subject to sales taxes. Your company's address determines whether or not you need to pay taxes and at what rate. When required, sales tax charges will be listed separately on your bill or invoice.

Please note that the prices shown on our website do not include sales tax. If sales tax applies to your subscription, you'll see the exact tax amount on the checkout page when you make a purchase. The tax amount will also appear on every invoice you receive.

Sales Tax Calculation

Insightful applies sales tax in regions where our sales activity meets or surpasses the local economic thresholds as required by law. Sales tax is calculated based on the billing address you provide and the sales tax laws of the jurisdiction linked to that address.

Ensure Your Billing Address is Up to Date

Your company's location determines whether you are obligated to pay taxes and at what rate. Therefore, ensuring that your address is accurate and up to date is crucial, as it will impact the amount of sales tax you are charged. To update your organization's location, please go to Settings → Billing → Details tab.

Disposition of Collected Sales Tax

The entire amount charged to a customer for sales tax is remitted to the required jurisdiction, and Insightful retains none.

Request An Exemption

If your organization is tax-exempt or qualifies for an exemption, please send us your information and a copy of your valid Sales Tax Exemption certificate for your US jurisdiction.

Please follow the steps below:

  1. Add Insightful’s full name and address to your tax-exempt certificate:

    Insightful.io, Inc.

    3739 Balboa St #1067

    San Francisco, California 94121

  2. Send your current and signed sales tax-exempt certificate to billing@insightful.io and include your Insightful Account ID in your message.

States Where Sales Tax is Applied

Insightful is responsible for charging and collecting taxes on sales in jurisdictions where laws require it. However, this only applies in areas where we have a physical location/office, or meet certain economic criteria.

If you are located in a state where our products are subject to sales tax, you will not be charged sales tax under, if:

  • Insightful does not have a physical location there.

  • Insightful has not reached the sales threshold required to collect tax.

Please note that this may change in the future if local tax laws evolve or if our business activities in your area increase.

For up-to-date sales tax rates for every US state, please check the following website: https://www.anrok.com/saas-sales-tax-by-state

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