Sales Tax FAQs

Software As A Service (SaaS), may be subject to certain tax rulings across jurisdictions in the United States. A jurisdiction can include a state, city, and even a county. Each jurisdiction has the ability to establish its own tax rulings. When SurveyGizmo provides these SaaS based services, and in some instances other services like training, we are required by law to collect the applicable sales tax in that jurisdiction. The following jurisdictions require SurveyGizmo to charge tax:

• AR, CT, KS, KY, ME, MD, MA, MI, MN, NY, PA, TN, TX, UT, WA, WI
• CO (City of Boulder only)
• Washington DC
• Canada (GST)

Sales tax is added as a % of the purchase price of the service being invoiced, rates vary by state and jurisdiction.

Non-Profit Organizations are exempt from sales tax and are typically issued an EIN number from the government. SurveyGizmo will require the non-profit organization's EIN number and certificate. If the EIN number is not valid for any reason, SurveyGizmo will charge the customer for sales tax after the sale.

Yes, you are subject to paying applicable taxes and it is not a cost that can be waived. SurveyGizmo is required to remit the payment to the appropriate states. SurveyGizmo worked with a third-party accounting firm (with extensive experience in tax governance) to gather the guidance needed to implement these changes.

Yes, we will be charging Value Added Tax (VAT) when it is applicable. SurveyGizmo is required by law to charge EU and UK companies (and individuals) VAT as required by each country. If an EU or UK company provides a VAT number, SurveyGizmo is not required to charge VAT per current regulations.

Typically, all individual consumers will be charged VAT, unless they provide a valid VAT registration #.

The SurveyGizmo VAT# is as follows:

278 2768 51

Tax calculations are based upon the billing address provided at the time of the sale. Each jurisdiction sets its own rates. SurveyGizmo utilizes a software tool that specializes in taxes to provide the appropriate calculations. Jurisdictions may include State and local governments (City, County, etc.)

Below is a list of jurisdictions requiring taxes for services that SurveyGizmo is providing:

• AR, CT, KS, KY, ME, MD, MA, MI, MN, NY, PA, TN, TX, UT, WA, WI
• CO (City of Boulder only)
• Washington DC
• Canada (GST)

Tax rates are based upon the billing address provided and take into consideration all the jurisdictions requiring taxes for the services that SurveyGizmo is providing.

Each service type may be subject to sales tax. Tax rates do vary by jurisdiction and can be updated periodically by the tax jurisdiction.

Please reference the tax grid below for current taxability of SurveyGizmo services by tax jurisdiction:

Denotes that the SurveyGizmo service is taxable in that jurisdiction.

 Denotes that the SurveyGizmo service is exempt (not taxable) in that jurisdiction.

*Only 80% of the charges will be taxed at the state rate.

Sales tax rules are always changing, and we are required to be compliant with state and local tax laws. Therefore, we periodically update our systems to ensure we are following all the required tax rulings.

If we invoice a client in a taxable jurisdiction for taxable services, sales tax will be charged.