Sales Tax FAQ

Does Otter.ai charge sales tax?

To comply with local laws and regulations, Otter.ai is required to charge sales tax on Otter.ai purchases when applicable. 

Sales tax is calculated from the customer provided billing address. It is critical that the customer provide accurate address information as tax rates will differ based on the jurisdiction.

If sales tax is applicable, the customer is responsible for paying all applicable taxes charged per Section 4 of Otter.ai’s Terms of Service. If the customer believes sales tax is being charged in error, please see the section below.

When did Otter.ai start charging sales tax?

For customers who have purchased Otter.ai on the Apple App Store and Google Play Store, sales tax is already included in the price at the time of purchase.

For customers who purchase on the Otter.ai website or through the assistance of Otter.ai’s sales team, sales taxes application to purchases began on Sep/Oct 2024. Sales tax will be charged when required by local laws and regulations.

Where does Otter.ai charge sales tax?

Can I exclude sales tax on my first purchase?

Sales tax exemptions will be applied after the initial purchase, which will include sales tax if applicable. Once the first purchase has been made, please send ar@otter.ai the email address associated with the Otter account along with a valid sales tax exemption certificate. Once received and reviewed, the Accounting team will apply a sales tax exemption status on the account for future purchases and issue any credits/refunds for sales tax when appropriate.

What do I do if I believe the sales tax was charged in error?

As a reminder, Otter.ai will charge sales tax whenever required by local law and regulations. 

Incorrect Billing address:

If the customer believes the incorrect rate is being charged, this can be due to an incorrect billing address provided at the time of purchase. 

If purchased through the Apple App Store or Google Play Store, customers should update their address in their respective account. If assistance is required, please reach out to their respective support teams to assist in correcting the address on the account. 

If purchased through the Otter.ai website or with help from the Otter.ai sales team, the owner/billing contact on the account can update the zip code by logging into the Otter account > Click on your profile > “Account Settings” > “Plan” tab > Click on “Update Billing Address”. Once completed, please email ar@otter.ai to let our Accounting team know the billing zip code has been updated so they can complete any credits or refunds, if applicable. 

Exemption Certificate and Remitted Sales Tax:

If the customer has an exemption certificate or has already remitted sales tax for their Otter.ai purchase, the customer should send the exemption certificate and proof of remitted sales tax to ar@otter.ai or fill out this form. Once the Otter.ai team has reviewed the supporting documentation, the team will make the necessary corrections.

Note that exemption certificates, if offered by the taxing jurisdiction, are available on that tax jurisdiction’s official website. Otter.ai may not assist in filling out a customer’s tax certificate. If assistance is needed, please reach out to a tax professional.

When should I reach out for the status on a sales tax exemption request?

Once the request is submitted, our Accounting team will review your request and make any necessary corrections. Notifications of credits/refunds will automatically be sent to the billing contact listed on your Otter account. If you do not receive any notifications within 10 business days, please reach out directly to ar@otter.ai to follow up on the status of your request.

Where can I find more information regarding sales tax for my state or country?

As tax forms and tax law change periodically, Otter.ai recommends the customer reach out to a tax professional or do their own independent research on the tax jurisdiction’s website. Otter.ai does not provide any tax advice to customers. The company will only charge sales tax when required and at rates specified by local law and regulations.