How do I leave Numeral?
Numeral is month-to-month with no mandated notice period — cancel by email to help@numeralhq.com. Export all filed returns, workpapers, and payment confirmations before sending that email, because Numeral's terms allow permanent data deletion at termination. Numeral is not a CSP, so there is no SST registration to transfer; a new CSP will enroll you in the SST program from scratch during onboarding.
Numeral’s contract terms are relatively simple, month-to-month, no long-term commitment, cancel by email. The exit process is straightforward once you know what to do, but there are a few steps that need to happen before you submit the cancellation notice, not after.
The main risk isn’t the contract, it’s data access. Numeral’s terms allow them to permanently delete all customer data at termination. Export everything before you send the cancellation email.
Step 1: Export your records before canceling
Numeral’s terms of service state that customer content “may be permanently deleted by Numeral upon any termination.” There’s no explicit data retention window. Once you submit your cancellation notice, don’t assume you’ll have time to pull records.
What to export from the Numeral dashboard:
- Filed returns: Go to Filings > All and export the CSV. This includes taxable sales, tax collected, tax due, any penalties, and interest for each filing period.
- Workpapers: These are the detailed supporting documents behind each filed return. They’re not in the standard CSV, request them directly from Numeral support before canceling.
- Payment confirmations: Each filing in the dashboard should have a payment confirmation attached. Download these as proof of remittance.
- State registration details: Document every state where Numeral registered you, your permit numbers, and the filing frequencies assigned.
- Portal login credentials: Numeral manages filings directly with states. You need the login credentials to each state portal (or at minimum, the information to reset them) before they lose incentive to cooperate.
If you’ve been with Numeral for multiple years, pull records going back 3–4 years. State audits can reach back that far.
Step 2: Clarify the final filing month before submitting notice
This step matters regardless of which provider you’re leaving. The return for one month’s sales is typically filed the following month. If you’re fuzzy on which returns are Numeral’s last responsibility and which are your new provider’s first, you’ll either double-file a period or leave one uncovered.
Before submitting the cancellation email, get alignment in writing: “The final filings you will complete for me will be the [Month X] returns filed during [Month Y].” Make sure Numeral confirms this in their response.
If you’re switching mid-quarter or mid-year, check whether any states have unusual filing timing (some states have different annual reconciliation requirements on top of regular filings) and include those in the conversation.
Step 3: Submit your cancellation notice
Cancellation is via email: help@numeralhq.com
Numeral’s terms allow termination “at any time” by providing notice. There’s no mandated notice period in their publicly available terms. In practice, give at least a few weeks of lead time to coordinate the final filing period cleanly.
In your email, include:
- Your account name and business name
- The specific date you want the service to end
- Confirmation of which period is their final filing responsibility (per Step 2)
- A request for written confirmation of cancellation and the effective date
Keep the response. If billing questions arise later, written confirmation is your documentation.
Step 4: Revoke Numeral’s state portal access
Numeral files on your behalf by accessing each state’s filing portal directly. After canceling, you need to remove them as an authorized filer.
Contact each state where Numeral was filing and update the authorized third-party filer information. The specific process varies by state, most have a “third-party access” or “power of attorney” section in their portal. Removing the prior provider and adding the new one typically involves:
- Logging into the state’s taxpayer portal
- Finding the representative authorization or third-party access section
- Removing Numeral’s authorization
- Adding your new provider’s information
If you don’t have portal access credentials, Numeral should provide them as part of the offboarding process. If they’re slow to respond, contact each state directly, every state has a taxpayer hotline for account access issues.
Step 5: Enroll with your new provider
If you’re switching to a platform with SST Certified Service Provider status (like TaxCloud), note that Numeral is not a CSP in the Streamlined Sales Tax program. There’s no SST registration to transfer — Numeral never enrolled you in one because they’re not eligible to.
What this means in practice:
- Your new CSP will enroll you in SST from scratch during onboarding
- This is not a manual process you manage: the CSP handles it
- Once enrolled, qualifying remote sellers get filing in 24 SST member states covered by the program, at no per-return charge
For sellers who’ve been paying Numeral $75/return in SST member states, this is the material cost difference. At 8 SST states filing monthly, that’s $600/month in filing fees that SST enrollment eliminates.
See: Is the SST program free to use? for how CSP enrollment works.
The timeline
| Step | When to do it |
|---|---|
| Export all data and request workpapers | 2–3 weeks before planned switch |
| Agree on final filing month in writing | Before sending cancellation notice |
| Submit cancellation email to Numeral | With enough lead time for the final filing period |
| Coordinate state portal access with new provider | Before new provider goes live |
| Revoke Numeral’s state portal authorization | After new provider is configured |
| New provider goes live | After Numeral’s final filing period is complete |
Common mistakes to avoid
Sending the cancellation email before exporting records. Data deletion can be immediate under Numeral’s terms. Export first.
Not requesting workpapers separately. The CSV export covers the summary data. The workpapers behind each filing are your audit evidence. Request them explicitly.
Assuming state portal access transfers automatically. It doesn’t. Numeral has credentials to your state accounts. You have to revoke them manually and grant access to the new provider.
Leaving the final filing period ambiguous. Be explicit in writing about which month is theirs last. “I’m canceling” isn’t enough.
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