Understanding US sales tax in Klaviyo

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Learn about US sales tax in Klaviyo, including how it's calculated and how to view it. 

Note that this article only applies if you are based in the US. If you are not based in the US, you will not be subject to any US sales taxes. 

How Klaviyo calculates sales tax

Sales tax rates vary depending on where in the United States your business operates, the type of business you conduct (e.g. resellers), and the type of business you are (since certain nonprofits or government agencies may be excluded from sales tax requirements).

Klaviyo taxes you according to the state and local laws that govern the address listed as your billing address.

How to find your billing address:

  1. Click the name of your organization in the bottom left corner. 
  2. In the dropdown, click Account & billing. 
  3. Click Billing.
  4. Select Billing Preferences.

The Billing Preferences Page showing an example billing address

How to view sales tax

You can view the sales tax both:

  • On your invoice
  • When you change plans

View sales tax on invoices

You can view your sales tax on your current or past invoices.

To locate your past invoices:

  1. Navigate to Account & billing.
  2. Click Billing.
  3. Click Payment History.

On invoices, Klaviyo includes a line item for the calculated tax to reflect the total amount paid. You will also receive an email that includes the total amount charged and a link to the invoice.

You can view the sales tax on an invoice by: 

  • Clicking on the link to the invoice, which includes a breakdown of the cost and sales tax
  • Downloading the invoice as a PDF, which includes: 
    • Your organization's billing address
    • Tax line item (e.g., percentage and total amount charged)
      Example of an invoice
  • Downloading the receipt as a PDF, which includes:
    • All items in the invoice
    • Receipt number
    • Payment method

View sales tax when changing plans

If you decide to change your plan:

  1. Navigate to Account & billing.
  2. Click Billing.
  3. Click Create your plan.
  4. Review the plan page.
    Note: Sales tax is not included in the price per month in the plans, as noted by the disclaimer.
    Page to select a new plan in Klaviyo
  5. Click Choose Plan.
  6. View the checkout page, where you can see the sales tax for the plan you chose.
    The checkout page when you change your plan, showing the sales tax
  7. Click Confirm and Pay to finish changing your plan.
What do I do if my billing address does not match the one for my tax filings? 

On the checkout page, the Use my organization’s primary address as my billing address checkbox is selected by default.

If your organization’s tax filings do not match the address provided for your organization, you can uncheck the Use my organization’s primary address as my billing address checkbox and enter a different address. Otherwise, the default location will pull an estimated tax rate and amount that is added to your total cost.

Why is there a question mark for the estimated tax rate?

The question mark indicates that Klaviyo cannot determine the estimated tax rate. For example, this may happen if you are not in a taxable location.

If your estimated tax rate is unavailable, hover over the question mark next to Unavailable to view the reason.

Request tax exemption

Some nonprofits, religious institutions, educational organizations, research facilities, and others are considered tax-exempt. If you believe that your organization should be tax-exempt, you can follow the instructions for submitting a tax exemption application.

You will need to provide relevant documentation and certificates to get approval for tax exemption. This documentation will vary depending on the state in which you are located, so it's important to reference state laws before submitting them.

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