Due to recent tax law changes in the U.S., sales tax must now be charged on SaaS (Software as a Service) products in certain states. Atera falls within the SaaS product category, and is obligated to comply with the new laws. If your company is registered as tax exempt or maintains a reseller certificate, please let us know, or upload your exemption certificate in Atera (instructions below). Sales tax will be added to your Atera subscription cost if you are registered in any one of the following states (which require it):
- New Mexico
- New York
- Rhode Island
- South Carolina
- South Dakota
- Washington D.C.
- West Virginia
Upload Sales Tax Exemption Certificate
If your company is registered as tax exempt or maintains a reseller certificate, you can upload your certificate in Atera.
1. From Admin (on the side panel), click Tax Administration (under General).
The Tax Administration page appears.
2. Fill in the form:
a) Check the box next to 'My business is sales tax exempt'.
b) Upload your exemption certificate.
c) Fill in the certificate expiration date.
3. Click Save.
Your certificate is uploaded. You will not be charged sales tax on your next bill.
For more information on sales tax in your state, please contact your state's Department of Revenue.
If you have any questions, please get in touch. We're here for you as always.