Numeral Sales Tax

Sales tax is hard. People think its some simple process to automate, but in reality, there are a lot of required phone calls with states, issues that take a long time to resolve, and yeah, its just quite a mess in the US. Numeral does a pretty good job trying to tackle it, but they are not perfect. They are in our Slack so communication is fast, so thats great. Me recommendation: If you have a clean sales tax history and want to move to Numeral, you are in pretty good shape, go for it. If you have a long history of backfilling issues, I think its best to use a dedicated person. Its extremely time intensive to do back fillings and clean it up. Numeral did do it for me, but it required a ton of my time personally. No matter what you do, when switching to and new sales tax provider, you need to first make sure you personally can login to all the state portals, check if all the info like emails and addresses are correct, get all the passwords in a sheet, and hand it off to the provider in a clean way. Otherwise its going to be a horrible experience for everyone. Get organized! Sales tax is hard.

We started with Numeral in 2024 and have grown to really appreciate their service. They are quick to respond to questions and help resolve issues with States, etc. I am able to approve returns before processing and they provide copies of completed tax returns on the portal.