Payment terms and conditions
Sales Tax Exemption Terms:
Services to be performed included in this package:
- Applications to Sales Tax accounts with the necessary states and acquisition of the seller permits from these states.
- Upload of Sales Tax Exemption Certificates to your purchasing platform once all seller permits have been received OR providing you with the resale certificate that can be passed on to your wholesalers.
Please note:
- Any individual state fees for sales tax accounts are not included in the service price. Most states are free to apply to, but please see the FAQ page on our website for which states have application fees.
- There may be possible delays with states approving your sales tax exemption application or with your purchasing platform approving your application. These delays are out of our control and will not lead to a refund.
- Refunds are only available if no work has begun.
Sales Tax Exemption Terms:
Services to be performed included in this package:
- Applications to Sales Tax accounts with the necessary states and acquisition of the seller permits from these states.
- Upload of Sales Tax Exemption Certificates to your purchasing platform once all seller permits have been received OR providing you with the resale certificate that can be passed on to your wholesalers.
Please note:
- Any individual state fees for sales tax accounts are not included in the service price. Most states are free to apply to, but please see the FAQ page on our website for which states have application fees.
- There may be possible delays with states approving your sales tax exemption application or with your purchasing platform approving your application. These delays are out of our control and will not lead to a refund.
- Refunds are only available if no work has begun.
Business Formation Terms:
Services to be performed included in this package:
- Formation of your business in your preferred State and application for the new business\’s EIN number from the IRS.
- Provision of all corresponding documentation such as Articles, agreements, and CP575 letters for your records.
- Reminders about the requirements for your new business\’s compliance, including filing annual reports in a timely manner (if and as applicable, depending on the formation State) and renewing your Registered Agent.
Please note: Refunds are only available if no work has begun.
Sales Tax Filing Terms:
Services to be performed included in this package:
A team member will reach out within 24 hours to confirm the details, including applicable states for registration and the nexus survey, if required.
The setup and activation of all your sales tax accounts and the filing of sales tax returns using data received from your online store.
Keeping records of all your sales tax return confirmations, login details, and any payment receipts if applicable.
Provision of monthly updates via email by your assigned consultant. You may also email any questions related to the service to your assigned consultant for assistance or guidance.
Please note:
Refunds are only available if no work has begun in that month.
You may cancel your sales tax filing subscription with us at any time by requesting a cancellation from your assigned consultant or our admin team via email.
Income Tax Filing Terms:
Services to be performed included in this package:
- The setup and activation of all your sales tax accounts and the filing of sales tax returns using data received from your online store.
- Keeping records of all your sales tax return confirmations, login details, and any payment receipts if applicable.
- Provision of monthly updates via email by your assigned consultant. You may also email any questions related to the service to your assigned consultant for assistance or guidance.
Please note:
- Refunds are only available if no work has begun in that month.
- You may cancel your sales tax filing subscription with us at any time by requesting a cancellation from your assigned consultant or our admin team via email.