Kaseya US tax FAQ

Kaseya US LLC (KUS) is an affiliate of Kaseya Holdings, Inc. and is the entity that sells Kaseya products to customers in the US.

Kaseya collects address and taxpayer identification number to determine your status as a business and your location. Customers with billing addresses in the US contract with KUS.

Make sure your billing address and shipping address are correct on your invoice.

KUS is registered to collect sales tax in the following areas:

• Alabama

• Alaska

• Arizona

• Arkansas

• California

• Chicago

• Colorado

• Connecticut

• Delaware

• District of Columbia

• Florida

• Georgia

• Hawaii

• Idaho

• Illinois

• Indiana

• Iowa

• Kansas

• Kentucky

• Louisiana

• Maine

• Maryland

• Massachusetts

• Michigan

• Minnesota

• Mississippi

• Missouri

• Montana

• Nebraska

• Nevada

• New Hampshire

• New Jersey

• New Mexico

• New York

• North Carolina

• North Dakota

• Ohio

• Oklahoma

• Oregon

• Pennsylvania

• Puerto Rico

• Rhode Island

• South Carolina

• South Dakota

• Tennessee

• Texas

• Utah

• Vermont

• Virginia

• Washington

• West Virginia

• Wisconsin

• Wyoming

All customers with billing addresses based in the US will be charged sales tax, as applicable, on all services sold by KUS. Kaseya pricing does not include applicable taxes, and customers with billing addresses in the US are charged sales tax, as applicable, on all services sold by KUS.

Kaseya's services are taxable in many states, and applicable tax is included on your invoice based on ship-to address.

For hardware sold separately and not bundled with software, sales tax will be charged for shipments within the US only (that is, shipping address in the US).

You will receive an invoice that is inclusive of sales tax. You will see separate line items for applicable sales taxes. Make sure your billing address and shipping address are correct to ensure your invoices are correct.

• If your purchases are for resale, your organization is tax exempt, or your organization has been deemed tax exempt for another reason, provide your sales tax exemption certificate as described in Request tax exemption for US customers.

• Your exemption will remain active until the expiration of your tax exemption certificate. To remain tax exempt, you must submit an updated exemption certificate before the expiration of your current certificate.

Click here to download a PDF version of the Kaseya W-9 form. For more information, see Kaseya W‑9 form (US customers).

Submit any questions, along with your invoice number, account number, and exemption certificate (if applicable), to TaxHelp@Kaseya.com or through KaseyaOne's billing and payments assistant, Kaseya Assist.

Colorado enacted HB 26-1223, which changes the state's sales and use tax treatment of computer software. Beginning January 1, 2027, software that is available for repeated sale or license will generally be treated as tangible personal property subject to Colorado state sales and use tax. Certain statutory exceptions remain available.

The software provisions in HB 26-1223 apply to sales, storage, use, and consumption occurring on or after January 1, 2027.

If Colorado sales tax begins appearing on your invoice, it may be because the tax treatment of the software you purchase changed as a result of HB 26-1223. The tax is collected to comply with applicable Colorado sales and use tax requirements. It is not an increase in the underlying price of the product.

Not necessarily. The applicable tax can depend on several factors, including the type of product purchased, the customer's location, available exemptions, and the applicable state and local taxing jurisdictions. Colorado's legislation does not automatically cause every Colorado local jurisdiction to impose the same tax treatment, so local tax treatment may vary.

Kaseya's tax determination process considers information including the product purchased, the customer's applicable location, and the taxing jurisdictions associated with that transaction. For this reason, customers should ensure that their billing and service-location information is accurate.

Yes. The legislation applies to qualifying transactions occurring on or after January 1, 2027. Taxes may apply to invoices, renewals, or other taxable transactions occurring after the effective date even when the underlying customer relationship began before January 1, 2027.

If your organization qualifies for a Colorado sales tax exemption, provide a valid and properly completed exemption certificate or other required documentation. Once Kaseya has reviewed and accepted the documentation, eligible transactions will be treated in accordance with the applicable exemption. For instructions on submitting documentation, see Request tax exemption for US customers.

Generally, no. Customers with valid exemption documentation already on file will not need to resubmit it solely because of HB 26-1223.

Submit any questions, along with your invoice number, account number, and exemption certificate (if applicable), to TaxHelp@Kaseya.com or through KaseyaOne's billing and payments assistant, Kaseya Assist.

Beginning January 1, 2027, California SB 122 requires the collection of sales tax on software and SaaS products. This charge is mandated by law and is not the result of a price increase.

The tax will appear on invoices issued on or after January 1, 2027.

The applicable rate is based on your California billing address and includes both the statewide sales tax rate and any applicable local taxes.

Provide a valid resale certificate before your next invoice is processed. Once the certificate has been received and validated, sales tax will not be applied where an exemption is permitted. For instructions on submitting documentation, see Request tax exemption for US customers.

Submit your exemption certificate before your next invoice is processed. Upon verification, the exemption will be applied to your account. For instructions on submitting documentation, see Request tax exemption for US customers.

No. Any applicable sales tax will automatically appear as a separate line item on your invoice.

Submit any questions, along with your invoice number, account number, and exemption certificate (if applicable), to TaxHelp@Kaseya.com or through KaseyaOne's billing and payments assistant, Kaseya Assist.