Numeral

TL;DR

What it is: An AI-powered platform that fully automates sales tax compliance.
Primary Benefit: Saves businesses time and money by handling nexus monitoring, registrations, filing, and remittance with a guarantee.
Ideal User: Ecommerce and SaaS businesses that need to manage multi-state or global sales tax obligations.

What is Numeral

Numeral is an AI-powered sales tax automation platform designed to help ecommerce and SaaS businesses manage the complexities of sales tax compliance. The core problem it solves is the time-consuming and error-prone process of tracking where a business owes sales tax (nexus), registering with state authorities, calculating correct rates, filing returns, and remitting payments. By automating these workflows and offering expert support, Numeral acts as an end-to-end financial compliance tool, allowing businesses to focus on growth instead of tax administration.

Key Features

Nexus Monitoring and Auto-Registration: Numeral continuously tracks your sales activity against state-specific economic nexus thresholds and automatically alerts you or begins the registration process when you are required to collect tax in a new state.
Automated Filing and Remittance: The platform automatically prepares and files your sales tax returns in every state where you're registered and remits the payments on your behalf, ensuring you never miss a deadline.
Tax Engine & API: For businesses with custom checkouts or complex billing systems, Numeral provides a robust API to deliver accurate, real-time sales tax calculations for any location.
Exemption Certificate Management: The service helps B2B companies stay compliant by collecting, validating, and managing tax-exempt certificates from customers, protecting the business during audits.
Virtual Mailbox: Numeral handles all physical mail related to sales tax from state and local governments, scanning, reading, and responding to notices on your behalf to resolve issues promptly.
The Numeral Guarantee: Numeral guarantees that your sales tax will be filed on time. If they are responsible for a late filing, they will pay any resulting penalties and interest charges.

Who is Numeral for?

High-Growth Ecommerce Brands: Online retailers using platforms like Shopify, Amazon, and Walmart that are expanding their customer base across multiple US states.
SaaS Companies: Software-as-a-Service businesses that sell to customers globally and need to navigate complex rules for digital product taxation.
Finance and Operations Teams: Corporate teams looking to automate compliance, reduce manual data entry, and minimize the risk of costly tax errors.
Business Founders: Entrepreneurs and small business owners who want a 'set it and forget it' solution for sales tax so they can focus on core business activities.

Key Use Cases & Applications

Automating Multi-State Sales Tax: Automatically filing and remitting taxes for an ecommerce store that has crossed economic nexus thresholds in dozens of states.
Ensuring Accurate Tax Collection: Integrating the Numeral Tax API into a SaaS billing system to charge customers the correct tax rate based on their location.
Proactive Compliance Monitoring: Using the free monitoring tool to track sales and get alerted before a new tax obligation is triggered.
Managing Tax-Exempt Sales: Simplifying B2B sales by automatically collecting and validating exemption certificates from wholesale customers.
Outsourcing Tax Administration: Offloading the entire process, including responding to state tax notices, to Numeral's team via the virtual mailbox feature.

Pros

Guaranteed on-time filing or they pay penalties.
White-glove customer support with access to tax experts.
Free plan for monitoring sales tax nexus.
Comprehensive automation covers everything from mail to payments.
Direct integrations with major ecommerce and payment platforms.

Cons

Advanced features like API access and exemption management are locked behind a custom-priced Pro plan.
May be more comprehensive than what a very small business with a single nexus needs.
Pricing for the Pro plan is not transparent.

Pricing Info

Monitoring Free:
Price: Free
Features:
- Audit your exposure and historical liabilities
- Physical and economic nexus monitoring
- Alerting when you cross nexus in new states
- Integrations: Shopify, Stripe, Amazon, Walmart, and more!
Standard:
Price: $75 per filing, $150 per registration
Features:
- Everything in Monitoring
- Filing and remittance, including Autofile and Autoregister
- Available in all states
- Virtual Mailbox
- Automatic tax code classification
- CSV Import
- 24/7 live chat support
- Numeral Guarantee: Your sales tax will be filed on time, or we'll pay your penalties and interest charges.
Pro:
Price: Custom
Features:
- Everything in Standard
- Exemption Certificate Management
- API Access
- Voluntary Disclosure Agreements
- Access to our sales tax experts

FAQs

How does Numeral differ from competitors like TaxJar or Avalara?

Numeral differentiates itself with its 'white-glove' customer support model, guaranteeing access to tax experts, and its unique Numeral Guarantee. They promise to pay any penalties and interest that result from a late filing caused by their system, providing a higher level of financial assurance.

What does the 'Numeral Guarantee' actually cover?

The Numeral Guarantee covers penalties and interest charges assessed by a tax authority due to a sales tax return being filed late by Numeral. It ensures that if their service fails to meet a deadline, your business will not be financially penalized for the error.

What platforms does Numeral integrate with?

Numeral offers direct integrations with major ecommerce platforms, marketplaces, and accounting software, including Shopify, Stripe, Amazon, Walmart, NetSuite, QuickBooks, and eBay. For custom systems, they provide a powerful Tax API.

Is the virtual mailbox service included in all paid plans?

Yes, the virtual mailbox service, where Numeral handles all your physical sales tax mail from government authorities, is included in the Standard plan and above. This is a key part of their end-to-end automation service.

Still have questions? We're here to help!