## Why Should I Start a Premium Trial?

TaxCloud offers a free 30-day trial of our Premium Plan features to new customers. This trial provides you with the opportunity to explore our comprehensive system, including reporting and data integration functionalities, while managing your transaction information. When you create a new TaxCloud account, you'll be guided through the account setup flow, where you can establish connections to your e-commerce stores and platforms. [Need extra guidance on setting up your account? Join one of our upcoming Onboarding Webinars](https://support.taxcloud.com/en-us/articles/taxcloud-onboarding-webinars-M1VYN7kLiP).

## What Happens at the End of the Premium 30-Day Free Trial?

The free 30-day trial gives you access to all the features typically included in our [Premium Tier](https://taxcloud.com/taxcloud-pricing/)


:::info
*The trial excludes filing services. If you need filing services immediately, simply sign up for a plan*).

:::

**After the trial, you will be prompted to choose one of our plans—Starter or continue with Premium.**

Unsure which plan to choose? Learn more about the [differences between the Starter and Premium plans here](/doc/understanding-the-difference-between-taxcloud-starter-and-premium-plans-FUxGOUwtFr).

## How to Upgrade from the Trial Early (and Why)

There are two main reasons to [choose a plan](https://app.taxcloud.com/go/account/service-plan) and start your subscription immediately:


1. If you want TaxCloud to begin filing for you.
2. If you need TaxCloud to register you for sales tax collection in a state.

* **Enabling Filing Services**: Learn how to [start by enabling states for tax calculation](https://support.taxcloud.com/en-us/articles/enabling-filing-in-taxcloud-grZ7pDxMQA) and filing, [and then request TaxCloud's filing team to begin filing](/doc/how-to-request-taxcloud-to-begin-filing-sales-tax-returns-160HqY1Wes) on your behalf.
* **Requesting Sales Tax Registration**: For TaxCloud to handle your registration, [click here to learn more](/doc/how-to-register-in-a-new-state-and-obtain-my-sales-tax-license-gVO83DkNoB).

## How Do I Know if I Should Be Registering for Sales Tax and Filing?

It's best to consult with a trusted tax professional to [determine if you have a nexus](https://support.taxcloud.com/en-us/articles/what-is-nexus-nCx7rdvJOm) and are liable for sales tax collection in that jurisdiction.

## When will my account upgrade take effect?

Immediately! Once you've selected your plan and added a payment method, your upgraded subscription will activate immediately, giving you full access to all of TaxCloud’s features and services.

## Can I Get My Free Trial Extended?

The 30-day free trial cannot be extended. If you need additional assistance to explore the right plan or set up a complex configuration, please [talk to our sales team](https://taxcloud.com/contact-sales-pricing/).

## What to Do if I Don't Receive a New Account Verification Link?

If you can't find the email with the verification link after signing up:

* Check for typos in the email address you provided.
* Look in your spam or all mail folders.
* Contact our [Customer Support](mailto:service@taxcloud.net) team with the email address you registered with.

## What Should I Do if I Can't Complete the Account Creation Process?

Once you've verified your email address and logged into TaxCloud, you'll be guided through four screens designed to gather essential information about your business:


1. Provide your business’s address or physical location.
2. Specify if you require tax calculation, reporting, and/or filing.
3. Identify which platforms you’d like to connect with TaxCloud.
4. *Optionally*, add other team members to your account.

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## Getting Started with Your Account

After completing email verification and the initial four setup screens, follow these steps to finish setting up your account and begin using the platform:


1. Complete the **About your business** form by entering your address and recent revenue.
2. Specify your sales tax needs, such as **Tax Calculations** and **Reporting**.
3. Select the platforms you need to connect (for example, your online store or payment processor).
4. Click **Finish** to complete the initial setup and land on your dashboard.
5. Explore the dashboard, including the **Thresholds** and **Transactions** sections.
6. Update your account details, including your **EIN** and **entity type**.
7. Activate your integrations to go live.

Following these steps will help you successfully set up your account, configure your business information, and begin using the platform's features.

What is TaxCloud's Premium Trial?

How to Take Your Integration Live

Preparing For Onboarding

TaxCloud Onboarding Webinars

How to Set Up and Manage Locations

Getting Started

How Payment Methods Are Used For Billing and Tax Funding

How can I get a copy of my TaxCloud invoice receipt?

How do I change my default payment method?

How to Add a Payment Method in TaxCloud

Billing and Payments

How to create a TaxCloud account?

Account Setup

TaxCloud Account Lockout Policy

I have a new EIN. How does that impact my TaxCloud account?

How to Close Your TaxCloud Account and Cancel Subscription

How to Use Multi-Account Login

How to add/remove a contact from your TaxCloud account.

Verify Your TaxCloud Account is Complete for Calculations

Video: How to complete your TaxCloud Business Profile

How do I reset my Password?

How to Enable & Disable Tax Collection in a State

How to Update My New Business Address With The States?

Best Practices for your TaxCloud Account

Account Management

Account and Billing

Changing your TaxCloud Subscription Plan

Fee Schedule: Understanding TaxCloud Fees

Understanding the difference between TaxCloud Starter and Premium Plans

Plans and Pricing

TaxCloud System Status

Where to Find Your API Key & Login ID

What are API calls and what do they do?

TaxCloud's APIs

Understanding Nexus Threshold Calculations

How do I confirm a rate with TaxCloud?

How do I find my Merchant Number?

Is TaxCloud collecting Illinois Retailer's Occupation Tax (ROT)?

What Services Does TaxCloud Provide?

What happens if I go over my allotment of orders?

What is a voluntary seller?

What is an order in TaxCloud?

Can TaxCloud help with my State Income Taxes?

How to Speak to a Member of Each State's Tax Authority or Department of Revenue

How to Speak to a member of each state's DOR

What are Home Rule States?

What is a multi-state id or sstid?

Does TaxCloud collect the Colorado Retail Delivery Fee (CO RDF)?

Understanding the Minnesota Delivery Fee

General

What is an Exemption Certificate?

How to Upload Exemption Certificates in Bulk

How to Add an Exemption Certificate to TaxCloud

Exemptions and Certificates

How to contact TaxCloud?

TaxCloud Audit Support Overview

Support and Resources

Michigan - Business Taxes Registration Summary of Changes

Rhode Island - Failure to Renew

Colorado SUTS Filing Reminder Notices

Texas - Notice of Tax/Fee Due

Texas - Sales & Use Tax Return Paper Form

Florida - Credit Memo

Florida Hunting, Fishing, and Camping Sales Tax Holiday (Sept 8 – Dec 31, 2025)

Arkansas - Excise, Waste Tire or Withholding Wage Tax

Louisiana State Sales Tax Rate Update

Does TaxCloud Handle Sales Tax License Renewals?

How to register in a new state and obtain my Sales Tax License

Indiana - Notice of Proposed Assessment

Nebraska - Enforcement of Lien Notice

New Jersey - Certificate of Registration

North Carolina - Certificate of Registration

Tennessee - Notice of Overpayment

When To Forward a State Notice to Taxcloud

Wyoming - License Certificate

Connecticut - Delinquency Notice

California - CDTFA Statement of Account

State Notices and Licenses

Navigating Your Tax Dashboard

Understanding the Dashboard in Your <PERSON> Account

Navigating the TaxCloud Portal

Uploading Historical and Marketplace Transactions via CSV

How to Import Partial Refunds via CSV

CSV Template Required Fields and Column Descriptions

What is TaxCloud's policy regarding Transaction import timing?

When is the deadline to upload my transactions to TaxCloud?

Why are exempt sales taxing in my import?

Uploading Transactions via CSV

How to Upload Transactions via CSV

Transactions: Import and Export

Can I edit a transaction?

How to Locate a Transaction URL in TaxCloud

Managing your transactions

Transaction Timestamp Policy

How to Filter Transactions with Advanced Search

How to manually return a transaction in TaxCloud?

Setting the Transaction Shipping Destination

How to Manually Add a Transaction

How to View and Share Transaction Details

Transactions: Overview

Using the Download Center for Reports

Does Washington B&O (excise) Tax Appear in Your TaxCloud Reporting?

Understanding the differences between TaxCloud Tax Reporting and Your Platform's Tax Reporting

When does TaxCloud pull my tax funding?

Understanding Tax Reports and Drilling Into Transaction Details

Reporting

Transactions and Reporting

Managing Your Tax Thresholds

South Dakota - Sales & Use Tax Return Paper Form

Does TaxCloud File in Louisiana?

Filing: State-Specific Workflows

Enabling Filing in TaxCloud (via Thresholds Page)

How can TaxCloud assist with Filing?

How do I confirm my filings have been submitted in SST / Streamline member states?

How do I know if TaxCloud is filing for me in a state?

I just got a filing frequency change notice, what should I do?

Understanding TaxCloud's Filing Costs & Filing Subscription

Why might my Direct Filing ACH be less than what TaxCloud is saying I collected.

How to Request TaxCloud to Begin Filing Sales Tax Returns

How to Stop Filings with TaxCloud

Filing: Managing Filing in TaxCloud

Does TaxCloud file Withholding Tax?

Understanding Your Tax Reporting Page

What are TaxCloud Filing Fees?

What does it cost for TaxCloud to file for me in non-SST states?

Filing: General

Filing and Compliance

Is shipping taxable?

Managing Product TIC Mapping with Product Catalog

Sales Tax Holidays & Product Codes (TICs)

TaxCloud Taxability Information Codes (TIC)

Taxability and TICs

Calculating sales tax on Digital Goods

Calculating sales tax on P.O. Boxes

Does TaxCloud Calculate Sales Tax for International Orders?

Guidelines on When TaxCloud May Cover Penalties and Interest (P&I) for Sales Tax Fiilings

How does New York handle sales tax on apparel under \$110?

How does TaxCloud round sales tax?

Is the plus 4 zip code extension (9 digit zip) required to calculate sales tax?

Understanding the difference between sales tax and use tax

What is Sales Tax Sourcing?

What is Streamlined Sales Tax (SST) and do they cover TaxCloud services?

How do I know if I've reached Economic Nexus in a state?

What is Nexus?

What is Washington B&O Tax?

Tax Concepts

Building a custom API connection with TaxCloud

Building a direct API integration with TaxCloud

Reviewing and Submitting an Exemption Certificate

How to Add and Manage Integrations in TaxCloud

Video: How to add or disable an integration

General Integrations

How the QuickBooks Online Integration Works

Connecting TaxCloud to QuickBooks Online

Changing the Sales Tax Display Mode for QuickBooks Online

Managing Exempt Customers in TaxCloud for QuickBooks Online

Managing Invoices with Multiple Payments in Quickbooks (Real-Time Integration)

QuickBooks Online Integration: How to Resolve a Missing Account, Product Code, or Sales Tax Item Error