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Sales Tax Compliance for
SaaS & Technology Businesses

Each industry faces specific sales and use tax complexities. When
you work with the experts at TaxConnex, you gain our industry expertise
and access to our customized solutions. 

Who We've Worked With

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UPSOURCE Your Sales Tax Management to the Real Experts

Each business and industry face different complexities, but TaxConnex has years of experience to help you remain compliant. A few complexities specific to the technology, software and SaaS industry you may face are:
Industry - Software & Technology | TaxConnex

Tracking Nexus

For many years, software and SaaS companies considered themselves exempt from sales tax obligations, but that is no longer the case for most states. While software businesses are often based in a single state, they typically sell into multiple states, meaning a potential for a much larger nexus footprint. Understanding when you have reached nexus is critical to apply tax correctly.  

Learn more →

Defining Your Product/Service for Taxability Purposes

As with nexus, the taxability of software varies from state-to-state. Properly defining your products/services is very important for all businesses, but can often trip up a technology or SaaS business related to taxability rules. Keeping track of these taxability rules can be overwhelming.

Check out our SaaS taxability map here →

Situs

The situs is the location in which a taxing event occurs. Do you apply tax based on the bill-to location or where the end users of the software are located? This is a challenging question that software companies need to address.

Learn more →

No matter what sales tax complexity you're facing, TaxConnex has the experience to help. Level up your sales tax management and talk to the real sales tax experts at TaxConnex!

 

Client Testimonial

Listen to why our client, Dinah McQueen of Profisee chooses to UPSOURCE their sales tax management to TaxConnex!

More Case Studies!

Let's Talk!

Interested in learning more about how TaxConnex can conquer the chaos of sales tax management? Ready to get started? Have more questions? Fill out the form to the right and one of our Sales Consultants will be in touch!

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We needed tax exemption in almost all states, TaxConnex solved this for us. Very competent and helpful, always swift responses to all communication and always solving our sales tax issues.

With customers all over the United States, the sales tax issue was quickly becoming too complicated for us to manage. I liked what TaxConnex offered. They were focused on us as well as registering, filing, and paying sales tax, plus they offered a fair price, so it just made sense to work with them.

It’s important to have a partner that is open and honest with you. [Our practitioner] really does go above and beyond to handle everything for us. When I send them our monthly reports, they examine our data, ask me questions to double check that there aren’t any gaps or errors, and then file our reports. [Our practitioner] also goes the extra mile to make sure I understand everything and is always willing to jump on a call to simplify things for me when needed.

 

Ingenico has been using TaxConnex for our Tax Reporting and Consulting for as long as I have been associated with the company (at least 8 years). From Robert Dumas to Jeff Meigs to Cathi Johnson, all have shown the utmost professionalism and timely willingness to assist with questions.
TaxConnex was a key strategic partner for sales tax compliance and strategy during a period of growth and expansion. Their experienced consulting and advisory services enabled our SaaS company to be strategic and well prepared for future M&A due diligence.
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Dejana Rojbic - CFO at Mutanic
Neal McAtee - CFO at WorthPoint
Mercedes Collins - AR Specialist at Dotmatics
Bog Graff - Senior Accountant at Ingenico Group
Angie Brummitt, CPA at Iovation, Inc.