Switching Sales Tax Providers

How do I cancel my Avalara contract?

Canceling Avalara requires written notice before your renewal date. Miss the window and you're locked in for another term. Step-by-step guide including SST state transfers and data export.

How do I leave Numeral?

Leaving Numeral involves a cancellation email, data export before access is cut, and revoking state portal access from their team. Here's how to exit cleanly without a compliance gap.

How do I switch from TaxJar to a different sales tax provider?

TaxJar's cancellation process has specific steps for AutoFile, data export, and state portal access that must happen in order. Here's how to switch without creating a compliance gap.

How do I switch sales tax providers? A step-by-step migration guide

Step-by-step guide to switching sales tax providers: what to export, how to transfer SST registrations, how to configure your new platform, and how to avoid a compliance gap at cutover.

How do I transfer my SST registration from one CSP to another?

SST registrations transfer between CSPs through a formal process with the SST Governing Board. Do not cancel your current CSP before the transfer is confirmed. Step-by-step guide.

Is switching sales tax software worth the disruption for a mid-market brand?

For most mid-market brands paying $20,000–$60,000/year for Avalara, the switch to a CSP-based provider like TaxCloud saves $15,000–$40,000 annually. The one-time switching effort (typically 4–8 weeks) pays back within the first year at that savings rate.

What data and records do I need to export from Avalara before leaving?

Before leaving Avalara, export your filed returns, transaction history, exemption certificate library, nexus configuration, and tax codes. Access terminates at contract end. Here's what to pull and where to find it.

What data and records do I need to export from TaxJar before leaving?

Before leaving TaxJar, export your AutoFile records, transaction history, nexus list, and product exemptions. TaxJar's data export options are more limited than Avalara's. Here's what's available and where to find it.

What is the Avalara separation process — what exact steps are involved?

Leaving Avalara involves a 60-day notice window, data export before access expires, SST CSP transfer (if applicable), and state portal access revocation. Here's the exact process.

What questions should I ask a new sales tax provider before committing?

Before committing to a new sales tax provider, ask about SST CSP status, per-state filing fees, audit liability in SST states, contract length, data portability, and how they handle non-SST states. The answers reveal the true cost structure and how much risk you're taking on.

Will there be a compliance gap when switching sales tax providers mid-year?

Not if you manage the handoff explicitly. A compliance gap is preventable, here's the timing rule, what to get in writing, and the best time of year to switch.