U.S. State Sales Tax and Mailchimp

If your business is based in the United States, you may be subject to state sales tax on your Mailchimp payments.

In this article, you'll learn how sales tax affects your billing if you live in a taxable U.S. state.

About Mailchimp sales tax

Sales tax for software services, like Mailchimp, varies from state to state. If a state that we have a presence in recognizes any of our products as taxable, we’re required to charge sales tax.

Right now, we charge sales tax on Mailchimp accounts where the primary contact address is in one of these states:

• Arizona
• Arkansas
• California
• Colorado
• Connecticut
• Georgia
• Hawaii
• Illinois
• Indiana
• Iowa
• Massachusetts
• Mississippi
• New Mexico
• New York
• North Carolina
• Ohio
• Pennsylvania
• Rhode Island
• South Carolina
• South Dakota
• Texas
• Tennessee
• Utah
• Washington, D.C.
• Washington State
• West Virginia

Tax exempt organizations

Certain charitable, religious, scientific, or educational organizations may be exempt from sales tax. Please understand that not all non-profit organizations qualify for tax exemption. If you currently receive Mailchimp's non-profit discount, we can’t automatically exempt you from paying sales tax without the proper documentation.

If you believe your organization should be tax-exempt, you'll need to send the documentation required by your state to Mailchimp. Each state has its own requirements for proof of tax exemption, so be sure you take the time to submit the correct documentation. In general, states don't accept your 501(c) letter from the IRS as proof of exemption.

States with exemptions

Colorado

For non-profit organizations, the state of Colorado requires you to submit a Colorado-issued Sales Tax Exemption Certificate (DR0160) and, in some cases, a completed City Affidavit of Exempt Sale certificate.

Some cities in Colorado require additional forms before tax exemptions are made available. If your organization is in Boulder, Parker, or Denver, you will need to submit a completed City Exemption Certificate.

You'll need to scan and email your completed forms to us at UStax@mailchimp.com. Please use "Nonprofit Exemption Documentation" as the subject line, and include your Mailchimp username somewhere in the body of the email.

Connecticut

For non-profit organizations, Connecticut requires you to submit a CT Cert 119 and a copy of your IRS 501(c)(3) Determination Letter. Here’s a copy of CT Cert 119 pre-filled with Mailchimp’s information.

Connecticut Certificate 119

Illinois

For non-profit organizations, the state of Illinois requires you to submit a copy of your Illinois Department of Revenue letter STS-49 or STS-70.

You'll need to scan and email your completed forms to us at UStax@mailchimp.com. Please use "Nonprofit Exemption Documentation" as the subject line, and include your Mailchimp username somewhere in the body of the email.

Indiana

For non-profit organizations, Indiana uses a multi-state exemption certificate. Here's a copy of the form prefilled with Mailchimp's information:

Streamlined Sales and Use Tax Agreement

You'll need to scan and email your completed forms to us at UStax@mailchimp.com. Please use "Nonprofit Exemption Documentation" as the subject line, and include your Mailchimp username somewhere in the body of the email.

Iowa

Certain exemptions may be available for private nonprofit educational institutions and government entities. The state of Iowa requires these entities to submit a completed Iowa Sales Tax Exemption Certificate 31-014. Here's a copy of the form prefilled with Mailchimp's information:

Iowa Sales Tax Exemption Certificate

You'll need to scan and email your completed forms to us at UStax@mailchimp.com. Please use "Nonprofit Exemption Documentation" as the subject line, and include your Mailchimp username somewhere in the body of the email.

If you use Mailchimp exclusively for your business, you also may be eligible for a sales tax exemption in Iowa. You will check "Qualifying computer software, specified digital products, and digital services" on the Iowa exemption certificate.

You'll need to sign, scan, and email your completed form to us at UStax@mailchimp.com. Please use "Iowa Exemption Documentation" as the subject line, and include your Mailchimp username somewhere in the body of the email.

Massachusetts

The state of Massachusetts requires non-profit organizations to submit a copy of Form ST-2 and a completed ST-5. To obtain a duplicate Form ST-2, contact the Massachusetts Department of Revenue in writing, online or by phone.

Here's a copy of Form ST-5 prefilled with Mailchimp's information:

Massachusetts Sales Tax Exempt Purchaser Certificate

You'll need to scan and email your completed forms to us at UStax@mailchimp.com. Please use "Nonprofit Exemption Documentation" as the subject line, and include your Mailchimp username somewhere in the body of the email.

Mississippi

Mississippi grants tax exemption status to select nonprofit organizations. Qualifying nonprofit organizations will need to file a copy of a Mississippi-issued letter verifying tax exempt status.

You'll need to scan and email your completed forms to UStax@mailchimp.com. Please use "Nonprofit Exemption Documentation" as the subject line, and include your Mailchimp username in the body of the email.

New York

For non-profit organizations, the state of New York requires you to submit Form ST-119.1: Exempt Organization Certificate. This form should be mailed to you and is not available online. For eligible government agencies, the New York State Department of Taxation and Finance will issue a letter stating that your organization is exempt from paying sales tax, and you don’t need to fill out Form ST-119.1.

You'll need to scan and email your completed forms to us at UStax@mailchimp.com. Please use "Nonprofit Exemption Documentation" as the subject line, and include your Mailchimp username somewhere in the body of the email.

You can learn more about tax exemption in New York on the state website.

Ohio

For non-profit organizations, the state of Ohio requires you to submit a completed Ohio Sales & Use Tax Blanket Exemption Certificate (STEC-B) or a Streamlined Sales and Use Tax Agreement. Here are these forms prefilled with Mailchimp's information:

Sales and Use Tax Unit Exemption Certificate

Streamlined Sales and Use Tax Agreement

You'll need to scan and email your completed forms to us at UStax@mailchimp.com. Please use "Nonprofit Exemption Documentation" as the subject line, and include your Mailchimp username somewhere in the body of the email.

Pennsylvania

For non-profit organizations, the state of Pennsylvania requires you to submit Exemption Certificate (Form REV-1220AS). Here's a copy of the form prefilled with Mailchimp's information:

Pennsylvania Exemption Certificate Form

You'll need to scan and email your completed forms to us at UStax@mailchimp.com. Please use "Nonprofit Exemption Documentation" as the subject line, and include your Mailchimp username somewhere in the body of the email.

Rhode Island

Rhode Island uses a multi-state exemption certificate for non-profit organizations. Here's a copy of the form prefilled with Mailchimp's information:

Streamlined Sales and Use Tax Agreement

You'll need to scan and email your completed forms to us at UStax@mailchimp.com. Please use "Nonprofit Exemption Documentation" as the subject line, and include your Mailchimp username somewhere in the body of the email.

South Dakota

For non-profit organizations, South Dakota uses a multi-state exemption certificate. Here's a copy of the form prefilled with Mailchimp's information:

Streamlined Sales and Use Tax Agreement

You'll need to scan and email your completed forms to us at UStax@mailchimp.com. Please use "Nonprofit Exemption Documentation" as the subject line, and include your Mailchimp username somewhere in the body of the email.

Texas

For non-profit organizations, the state of Texas requires you to submit Form 01-339: Texas Sales and Use Tax Exemption Certification. Here's a copy of the form prefilled with Mailchimp's information:

Texas Sales and Use Tax Exemption Certification

You'll need to scan and email your completed forms to us at UStax@mailchimp.com. Please use "Nonprofit Exemption Documentation" as the subject line, and include your Mailchimp username somewhere in the body of the email.

Tennessee

For non-profit organizations, Tennessee uses a multi-state exemption certificate. Here's a copy of the form prefilled with Mailchimp's information: Streamlined Sales and Use Tax Agreement

You'll need to scan and email your completed forms to us at UStax@mailchimp.com. Please use "Nonprofit Exemption Documentation" as the subject line, and include your Mailchimp username somewhere in the body of the email.

Utah

For non-profit organizations, the state of Utah requires you to submit a completed Utah Exemption Certificate (TC-721). Here's a copy of the form prefilled with Mailchimp's information:

Utah Exemption Certificate

You'll need to scan and email your completed forms to us at UStax@mailchimp.com. Please use "Nonprofit Exemption Documentation" as the subject line, and include your Mailchimp username somewhere in the body of the email.

Washington, D.C.

Nonprofit organizations will need to file a copy of your District of Columbia "Certificate of Exemption". This Certificate is issued directly from your government.

You'll need to scan and email your completed forms to us at UStax@mailchimp.com. Please use "Nonprofit Exemption Documentation" as the subject line, and include your Mailchimp username somewhere in the body of the email.

Washington State

Washington state is very restrictive when it comes to granting tax exemption, and requires most non-profit organizations to pay sales tax. Some tax exemptions may be available to you if your organization falls into one of these categories:

• Youth character building organizations: RCW 82.04.4271 OR RCW 82.08.0291
• Student loan debt and guarantee organizations: RCW 82.04.367
• Credit and debt counseling services: RCW 82.04.368
• Organizations operating sheltered workshops: RCW 82.04.385
• Certain fraternal and beneficiary organizations: RCW 82.04.370

Washington state uses a multi-state exemption certificate for qualifying non-profits. If you believe you qualify for an exemption based on one of these categories, You'll need to scan and email your completed forms to us at UStax@mailchimp.com. Please use "Nonprofit Exemption Documentation" as the subject line, and include your Mailchimp username somewhere in the body of the email.

Here's a copy of the form prefilled with Mailchimp's information:

Streamlined Sales and Use Tax Agreement

West Virginia

For non-profit organizations, West Virginia uses a multi-state exemption certificate. Here's a copy of the form prefilled with Mailchimp's information: Streamlined Sales and Use Tax Agreement

You'll need to scan and email your completed forms to us at UStax@mailchimp.com. Please use "Nonprofit Exemption Documentation" as the subject line, and include your Mailchimp username somewhere in the body of the email.