Understanding the difference between TaxCloud Starter and Premium Plans
TaxCloud Starter plans are ideal for businesses looking for simple sales tax compliance. The Premium plans are perfect for small-to-mid-sized businesses needing real-time calculations and multi-state reporting and filing capabilities.
What is included in the Starter plans?
- Basic data-import integrations such as Shopify
- Integrate with up to 3 BASIC data integrations–typically importing data only once per month.
- CSV import
- Upload transactions via CSV
- Tax Calculation
- TaxCloud calculates or recalculates tax rates of transactions at the time of import, with enhanced accuracy
- Single state filing
- Ability to have TaxCloud file your sales tax returns in any state, with filings starting at $39 per state (additional costs for CO & LA).
- Transaction details & Jurisdiction-level reports
- Return-ready sales tax reports for all states with comprehensive Nexus reporting and monitoring–turning it red on your dashboard highlighting that you need to enable Tax Calculation for that state in your dashboard.
- Download center access
- Reconcile your accounting with Summary and Detail Reports
- Exemption certificates
- Add your Exemptions Certificates to ensure sales tax is not applied to exempt orders.
- Taxability Information Codes
- Email Support
What is included in the Premium plans?
- Includes all Starter plan features
- Access to Streamline Program (SST) - giving you free filing* and free TaxCloud Orders* in qualifying states (cannot have physical in nexus in state to qualify for free filings & orders)
- Access to the Taxcloud API
- API Reporting
- Real-time calculations with integrations such as Odoo & BigCommerce
- Premium data import integrations
- Nationwide filings* (an additional add-on)
- Premium Customer Support (Email, phone & Chat Support)
What is the main difference between the two plans?
- The Premium plans include access to the TaxCloud API which allows you to calculate sales tax at checkout.
- No chat & phone support (Pro tip: consider upgrading to the Premium Tier for these features).
- Premium Plans include access to Streamline Program (SST) - giving you free filing* and free TaxCloud Orders* - If you file in 2 or more SST states, a Premium Plan is likely a more cost-effective option for you.
Comparison of STARTER vs. PREMIUM Integrations
BASIC Integrations:
These are essential tools for small to medium-sized businesses to automate accuracy of sales tax calculations, reporting, and compliance. They are simple to set up and include integrations listed below, and typically importing data 1 to 2 times per month.
| Shopify | Quickbooks Desktop | Quickbooks Online |
| Squarespace | Stripe | Bonanza |
PREMIUM Integrations:
Designed for businesses with more complex tax needs, these integrations support multi-state operations, higher transaction volumes, and intricate compliance requirements. Premium integrations are only available in TaxCloud's Premium plans, and they include:
| Ability Commerce | BigCommerce | Crystal Commerce |
| Odoo | Magento | Websell |
| WooCommerce | ZenCart |
What is the cost of these plans?
To learn more about cost, check out our Pricing page for both monthly and annual pricing.
Does TaxCloud have a free plan?
Yes! Read more about our free plan offering here.