Disclosure: Zamp makes sales tax software and a managed filing service, and this guide ends with how a switch to Zamp works. Facts about Numeral come from Numeral's own pricing page, help center, terms, product pages and trust center, checked on November 6, 2026. The steps apply whichever provider you move to. How we checked
Short answer:
Confirm in writing the last period Numeral files in each state. Reject any later period by the 10th, or Numeral may still file it. If Auto-Approval Lock is on, approve Numeral's final returns yourself by the 10th. Export returns, transactions and refund credits. Move 2FA and state mail back to you. Have Numeral hand state accounts back (free), not close them.
This guide is for Numeral customers who have decided to switch. It covers four traps that are specific to Numeral. Returns are approved automatically on the 10th. Numeral holds some logins and 2FA. State mail goes to its mailbox. And refund credits sit in an export. Still choosing a provider? Start with Numeral alternatives or Zamp vs Numeral.
What to take from Numeral before you leave
Numeral's terms say your content may be permanently deleted when your account ends. So export everything first, and close your account last.
| What | Where it is in Numeral | What to do |
|---|---|---|
| Filed returns and payment confirmations | Attached to each filing in the dashboard | Download every period it filed |
| Liability history | Filings > All > export to CSV (filing ID, period, jurisdiction, taxable and non-taxable sales, tax collected, tax due, interest, penalty, state discount) | Export all periods. The new provider checks its numbers against it |
| Transaction detail | A filing's detail view > Export Transactions (Summary and Detail tabs) | Export at least the last 12 months |
| Refund carryover | Unapplied Refunds sheet in the transaction export | Hand the credits to the new provider (step 8) |
| Workpapers | Support provides them on request | Ask for them in your termination email |
| SST filings | Internal confirmations instead of returns | Ask for one for every SST period |
| Invoices | Settings → Account → Billing | Download the full history |
| Exemption and resale certificates | Exemptions tab | The help center doesn't describe an export, so ask support for copies |
| State logins and 2FA | Jurisdictions tab. Numeral is the default 2FA contact | Move 2FA to your team (step 6) |
| State mailing address | The virtual mailbox, if you set it up | Change it in each state (step 7) |
| Open items | Notices, back filings, amendments or VDAs in progress | List each one and agree who finishes it |
Where each item is, as described in Numeral's help center, checked November 6, 2026. Numeral's data covers only the taxes it paid for you, so keep records from any earlier provider too.
Switch from Numeral in 9 steps
Start about a month ahead, because providers need time to prepare. Numeral itself says it typically takes on a transferred registration the month before it starts filing.
- List every state you file in. For each, note how often you file, the account number, who holds the login and 2FA, and the mailing address on file. The Jurisdictions tab shows each state's filing frequency and login details. Use the template below.
- Pick the switch date for each state. That's the last period Numeral files and the first the new provider files, at a month, quarter or year end. The next section shows how.
- Tell Numeral in writing. Give the final period for each state. Ask Numeral to hand the accounts back to you, not close them. Closing costs $450 per account. Numeral also notes that a state may issue a new account number if you reopen a closed account. Removing Numeral's own access doesn't close an account.
- Stop filings after the switch date. If a later period appears for review, reject it by the end of the 10th. Numeral says filings may still be submitted by the deadline even if no one reviewed them, and rejecting is how you stop one. Auto-Approval Lock stops pending returns from approving themselves at 11 PM PST on the 10th. But it covers Numeral's final returns too. With the lock on, approve those yourself by the 10th. Otherwise, Numeral says it can't guarantee on-time filing, and any penalties and interest are yours. If you use Autofile, ask Numeral to turn it off in the states you're moving.
- Export everything in the table above while you still have full access.
- Take back logins and 2FA. On accounts Numeral registered, it created the logins and set its team as the 2FA email. On accounts you transferred in, it's the default 2FA contact. Ask it to move 2FA to your team, or to forward verification codes until then. Ask which states it files through its own agent accounts. It can't share those logins, so you'll need your own login there. Start early: Numeral warns that some states require mailed documents before they unlock an account.
- Move state mail off the virtual mailbox. If you used it, your mailing and location addresses point to a Numeral-managed address. (Its partner Stable runs it, set up with a notarized USPS Form 1583.) Change both addresses in each state, to your address or the new provider's.
- Give the new provider access and history. That means logins, the CSV and transaction exports, returns, certificates and open items. Point out every credit on the Unapplied Refunds sheet. Numeral applies a credit the next time you have sales in that state, and says it doesn't expire. But the new provider can only apply credits it knows about. States take payment from your bank by ACH today. Ask how the new provider pays, and whether your bank needs to allow it.
- Close the account after the last payments clear. Wait until Numeral's last return and the new provider's first are filed and paid. (Numeral says payment typically processes 5–7 business days after approval.) Then remove Numeral's Shopify collaborator access, its app and other integrations. Send your termination notice to help@numeralhq.com, as its terms direct. Its accuracy guarantee is worded for customers, so ask in writing whether it still covers periods Numeral filed.
Handoff template, one row per state:
| State | Frequency | Account no. | Last period Numeral files | First period new provider files | Login and 2FA holder | Mailing address on file | Open items |
|---|---|---|---|---|---|---|---|
| Example: State A | Monthly | from the Jurisdictions tab | Dec 2026 | Jan 2027 | Numeral → your team | Numeral mailbox → your address | 1 notice open |
When to switch over
Pick one switch date that falls at the end of a period for every state. Let the states that file least often set the date.
Numeral works on a monthly cycle. Returns appear for review by the end of the 5th. Anything still pending is approved automatically at 11 PM PST on the 10th, unless Auto-Approval Lock is on. Invoices follow at month end. A January 1 switch date works for every filing frequency:
| Frequency | Last period Numeral files | Numeral files it in | New provider's first period | New provider first files in |
|---|---|---|---|---|
| Monthly | December 2026 | January 2027 (review by Jan 5, auto-approval Jan 10) | January 2027 | February 2027 |
| Quarterly | Q4 2026 | January 2027 | Q1 2027 | April 2027 |
| Annual | 2026 | Early 2027, in the month it's due | 2027 | Early 2028 |
This assumes each return is due the month after its period ends. Due dates vary by state, so check each one. Numeral's cycle from its help center, checked November 6, 2026.
- The trap is February. In early February, Numeral would normally post January 2027 returns for review. Reject every January period in the dashboard by February 10, and confirm its end date in writing. Otherwise, that period can be filed twice. The lock only stops automatic approval.
- Switching mid-year splits annual returns. Move on July 1, 2027, and a 2027 annual return covers six months under each provider. Agree in writing who files it and who hands over data. The same goes for a quarterly state if you move mid-quarter.
- Monthly states can move earlier, one at a time, if each end date is in writing. Paying both providers for a few weeks is normal. Two filers for one period isn't. Numeral's own guide for new customers warns that leaving an old provider active past the start date can cause filing conflicts.
What switching from Numeral costs
Leaving costs nothing in itself. You pay for the final returns Numeral files, plus anything extra you ask it to do.
| Item | Numeral's published price (checked Nov 6, 2026) |
|---|---|
| Deactivating your account or handing state accounts back | $0 |
| Each final return, including $0 returns | $75 |
| Closing a state sales tax account (only if you're leaving that state) | $450 per account |
| Backfiling a missed period | $150 per return |
| Amending a filed return | $150 per return |
| Contract | Month-to-month accounts can cancel any time without penalty. Annual and multi-year contracts also exist, so check yours |
From Numeral's pricing page and US fee structure article, checked November 6, 2026. State fees, if any, are separate.
Check your invoice for your rate, because Numeral's help center says some clients have custom pricing. The examples below use the $75 list price.
Worked example. A seller files monthly in 3 states, quarterly in 2 and annually in 1. It switches on January 1, 2027. In January, Numeral files the December returns for 3 states, 2 Q4 returns and the 2026 annual return (if due in January). That's 6 returns at $75 each, or $450 on its last invoice. Closing one state the seller no longer needs adds $450. The new provider bills from its own start date, so paying both for a month is normal.
If this seller stayed, it would file 45 returns a year: 36 monthly, 8 quarterly and 1 annual, assuming one return per state per period. (Prepayments and separately submitted filings are $75 each too.) At $75 each, that's $3,375 a year at list price. Put that number next to any quote.
Zamp is priced by quote. See Zamp's entry below.
Why teams switch from Numeral, and why many stay
Most reviewers like Numeral. The complaints cluster around support. It's rated 4.1/5 from 43 reviews on G2 (Nov 5, 2026 (Source: G2.com, Inc.); Source: G2.com, Inc.). Our Numeral customer support guide breaks down what reviewers say about support, with Numeral's channels and response times.
Reviewers like the per-filing pricing with no contract, the onboarding and the mail handling. Numeral's own pages add a free nexus-monitoring plan and Enterprise coverage in 90+ countries. They also cite a typical chat response of about 1 business hour, 9am–5pm CST, Monday to Friday (its marketing pages also list phone and email). Numeral publishes an on-time filing guarantee and an accuracy guarantee. The accuracy guarantee covers penalties and interest if an inaccurate filing leads to an audit. It's capped at 2x what you paid over the prior 12 months, with conditions. Its trust center lists SOC 2 Type 2 as compliant.
Staying on Numeral, or switching to Zamp (our product)
Here are two entries in the same format. Moving somewhere else? The steps above still apply; compare providers in Numeral alternatives.
Staying on Numeral
Numeral fits sellers with a small, predictable number of returns. You need to be happy to approve them monthly or let them file automatically. It charges per return, with no setup fee for standard US filings and no contract on month-to-month accounts.
- Best for: US sellers with a handful of states and a steady number of returns.
- Not for: budgets that need a fixed cost. The bill grows with every return, $0 returns included. 10 states filing monthly is 120 returns, or $9,000 a year at list price. Put that next to any quote.
- Price: $75 per return, and a one-time $150 registration per state. There's no setup fee for standard US filings. Standard accounts are month-to-month (annual and multi-year options exist).
- Who files: Numeral, after you approve by the 10th. Pending returns are approved automatically at 11 PM PST on the 10th, unless Auto-Approval Lock is on. With Autofile on, regular returns are reviewed and submitted for you.
- State mail and notices: the optional virtual mailbox receives state mail at a Numeral-managed address, and its team sorts every notice. Numeral's help center says you usually remain the state's main point of contact for a notice, and Numeral prepares what you need to respond. Its registrations page says its AI agents "respond to outreach, and take action on your behalf."
- Evidence: 4.1/5 from 43 reviews on G2 (Nov 5, 2026; Source: G2.com, Inc.). About half of the 43 praise support (details).
- Watch for: filings no one reviewed may still be submitted by the deadline, so a missed review isn't a pause. G2 reviewers are split on the mailbox. One objects, "THEY CHANGE THE MAILING ADDRESS TO THEM!" (0/5, Review on G2, Aug 21, 2026). Another writes, "I appreciate that all the physical mail is handled by Numeral" (4.5/5, Incentivized review, Review on G2, Sep 17, 2026). Source: G2.com, Inc.
- Switching effort: none.
Zamp (our product)
Zamp is best for Numeral customers who want a team to take over registrations, filing, payments to the states and state notices. Zamp's team files and pays each state by ACH after one monthly approval email. Registrations, filings and notices are included in its managed service.
- Best for: brands that sell in many states, especially on Shopify and marketplaces, with no one in-house who owns sales tax.
- Not for: sellers with a few returns a year where Numeral already works. It also doesn't cover VAT and GST outside the US and Canada (Zamp's published plans are U.S. and U.S. + Canada).
- Price: by quote. zamp.com doesn't publish a price. Zamp quotes after a 15-minute call about your states and platforms (pricing). Zamp's own line for it is "One price, no surprises" (MoonBrew case study).
- Who files: Zamp's team. One monthly email shows what you owe in each state. You approve it, and Zamp files and pays each state by ACH.
- State mail and notices: notices are included in the managed service, and zamp.com says "State letters go to our team, not your inbox". Some G2 reviewers say state mail still reaches them: "state filing letters are still sent directly to us" (4.5/5, Review on G2, Oct 15, 2025). Source: G2.com, Inc.
- Evidence: 4.7/5 from 58 reviews on G2. One reviewer says "importing data from previous vendors made the transition to zamp hassle-free" (4/5, Incentivized review, Review on G2, Oct 21, 2025). Source: G2.com, Inc.
- Watch for:
- You get no price until a sales call. One reviewer writes, "The upfront payment for set up was quite a big nut to swallow." (5/5, Review on G2, Oct 30, 2026.) Ask whether your quote includes a setup payment, and whether state registration fees are passed on to you.
- zamp.com says you review and approve each month's returns. One reviewer asks for "an automatic approval system" (3.5/5, Incentivized review, Review on G2, Dec 29, 2025).
- Leaving Zamp later raises the same 2FA question. One owner who sold his business found "all the logon 2FA emails were going back to Zamp" and got help deregistering state by state (5/5, Review on G2, Jan 22, 2026). Another reviewer writes that Zamp "left without helping me close the accounts" (0/5, Review on G2, May 31, 2026). Source: G2.com, Inc.
- Published plans cover the US and Canada only. The Zamp Commitment covers penalties and interest from calculations or filings that Zamp manages. For a late filing Zamp causes, you must have sent complete, accurate information on time and had funds to pay. Its accuracy cover is for API customers, up to what you paid over the prior 12 months.
- Switching effort: Zamp says it moves your registrations and history, and "your current provider files its last period and Zamp files the next". You give Zamp access to your existing state accounts. Ask which of the Numeral steps above Zamp's team does for you. Most Numeral accounts are month-to-month, so there's nothing to buy out. If you're on an annual or multi-year contract, Zamp's buyout program lists Numeral as covered. Zamp reviews your contract and makes an offer, typically a credit to your Zamp subscription.
"I'll get emails from different states as well and I'll just forward it directly to the Zamp team." — Allan Shen, co-founder, MoonBrew (case study)
When Zamp isn't the right choice
- You file a few returns a year and Numeral is working: stay. At $75 a return with no subscription, 12 returns cost $900 a year at list price.
- You need VAT or GST outside the US and Canada: Numeral Enterprise covers 90+ countries. Zamp's published plans are U.S. and U.S. + Canada.
- You want returns filed without approving them each month: Numeral's Autofile does that. Zamp asks for your approval.
- You want state mail kept away from your own address: Numeral's virtual mailbox does that. zamp.com says state letters go to its team, but some Zamp G2 reviewers say letters still reach them.
- You're still comparing: see Numeral alternatives and Zamp vs Numeral.
Switching from Numeral: FAQs
Can I cancel Numeral at any time, and is there a fee to leave? On a standard month-to-month account, yes. Numeral says you can cancel any time without penalty, and it charges $0 to deactivate or hand state accounts back. Closing a state account costs $450, and you need that only if you're leaving the state. On an annual or multi-year contract, check its terms.
Do I need to re-register in every state when I switch from Numeral? No. Numeral's help center says state accounts are tied to your FEIN. So the account number and filing history usually stay the same when you change providers. Removing Numeral's access doesn't close an account, so don't ask it to close accounts you still need.
What should I export from Numeral before I close my account? Filed returns and payment confirmations, and the liability CSV (Filings > All). Also the transaction exports with the Unapplied Refunds sheet, SST confirmations, workpapers (on request), invoices and copies of exemption certificates. Its terms say content may be deleted when an account ends.
Who files the last return, Numeral or my new provider? Whoever you agree in writing, state by state, at a month, quarter or year end. With a January 1, 2027 switch date, Numeral files the December, Q4 and 2026 annual returns. The new provider starts with January 2027.
How do I stop Numeral from filing a period my new provider will file? Reject that period in the dashboard by the end of the 10th, and confirm each state's end date in writing. Filings no one reviewed may still be submitted by the deadline, so the rejection is what protects you. Auto-Approval Lock only stops pending returns from approving themselves at 11 PM PST on the 10th. With the lock on, you must approve Numeral's final returns yourself by the 10th. Otherwise, Numeral says it can't guarantee on-time filing, and any penalties and interest are yours.
How do I get my state logins and 2FA back? Logins are in the Jurisdictions tab. Ask Numeral to move 2FA to your team or forward codes until then. Get your own login in states where it files through its agent accounts.
What happens to state mail, notices and refund credits after I leave? In each state, change your mailing and location addresses away from the virtual mailbox. Numeral's help center says you usually remain the state's point of contact for a notice. Refund credits are on the Unapplied Refunds sheet and don't expire with Numeral, so hand them to the new provider.
Is switching from Numeral to Taxwire or another provider any different? Not on the Numeral side. The switch date, rejections, exports, 2FA, mail and refund steps are the same. What differs is how much of the rest the new provider does. So ask it in writing: which period it files first in each state, who holds 2FA, whether it changes your state mailing address, and whether it imports Numeral's exports and applies your refund credits.
Will Zamp buy out my Numeral contract, and how much does Zamp cost? Zamp's buyout program lists Numeral. That matters only on an annual or multi-year contract, where Zamp reviews the contract and makes an offer, typically a credit. Standard Numeral accounts are month-to-month. Zamp doesn't publish a price; it quotes after a call. See Zamp's entry for what its pages say the price includes.
How we checked
Every Numeral fact comes from Numeral's own pricing page, help center, terms, product pages and trust center, listed below. We read them logged out on November 5, 2026 and re-checked them on November 6, 2026. We haven't used Numeral's dashboard, so menu names are as its help center gives them. G2 ratings are as shown on Nov 5, 2026. Review counts are our own reading of all 43 Numeral reviews, and quotes are word for word with their G2 labels. Zamp facts come from zamp.com and are attributed to Zamp. Zamp's price is a quote, so it isn't in the cost math. We recheck monthly.
Sources
Each figure links to the page it comes from. We re-check these pages on a schedule; the dates show when we first and last checked each one.
Numeral's US fee structurehelp.numeral.com/en/articles/9655371-numeral-s-us-fee-struct
Numeral- Numeral charges $450 to close a state sales tax account; deactivating Numeral or handing accounts back is free.
- Numeral charges div50 for each return filed after its deadline has passed (backfiling); tax, penalties and interest owed to the state are separate.
- Numeral charges div50 to amend a previously filed return.
First checked · Last checked
Filing at Numeral: everything you need to knowhelp.numeral.com/en/articles/12020866-filing-at-numeral-everNumeral- Numeral automatically approves any pending filings at 11 PM PST on the 10th of the month unless Auto-Approval Lock is on.
- Numeral says tax payments are typically processed within 5–7 business days after a filing is approved.
First checked · Last checked
Numeral pricingnumeral.com/pricingNumeral- Numeral charges $75 for each sales tax return it files, with no subscription fee.
- Numeral's Enterprise plan lists global coverage in 90+ countries.
- Numeral charges a one-time div50 fee to register a business for sales tax in a state.
First checked · Last checked
Numeral reviewsg2.com/products/numeral-sales-tax-platform-numeral/reviews
G2- Numeral was rated 4.1 out of 5 on G2 as of Nov 5, 2026.
- Numeral's G2 page showed 43 reviews as of Nov 5, 2026.
Checked
Zamp Reviewsg2.com/products/zamp/reviewsSource: G2.com, Inc.- The G2 ratings and review counts in these posts were recorded on Nov 5, 2026.
- Zamp is rated 4.7 out of 5 on G2.
- Zamp's G2 page showed 58 reviews as of Nov 5, 2026.
Checked
Support Updates – June 2026help.numeral.com/en/articles/15566057-support-updates-june-2Numeral- Numeral's help center gives a typical support response time of about one business hour (9am–5pm CST, Monday to Friday) for chat and email.
First checked · Last checked
Numeral guaranteenumeral.com/legal/guaranteeNumeral- Numeral's Accuracy Guarantee covers penalties and interest from an inaccurate filing that leads to an audit, up to 2x what the customer paid Numeral over the prior 12 months, with conditions.
First checked · Last checked
Zamp Commitmentzamp.com/zamp-commitment
Zamp- Zamp’s accuracy guarantee covers API customers’ uncollected tax, penalties and interest up to what they paid Zamp over the prior 12 months.
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G2 review of Numeral: “Don't waste your money- trust me!” (Verified User in Accounting, 2026-08-21)g2.com/products/numeral-sales-tax-platform-numeral/reviews/nSource: G2.com, Inc.Checked
G2 review of Numeral: “Smooth Integration Enhances Tax Management” (Verified User, 2026-09-17)g2.com/products/numeral-sales-tax-platform-numeral/reviews/nSource: G2.com, Inc.Checked
G2 review of Zamp: “CEO & Founder” (Sam C., 2025-10-15)g2.com/products/zamp/reviews/zamp-review-11809041Source: G2.com, Inc.Checked
G2 review of Zamp: “Efficient Tax Compliance with Great Support” (Niccola G., 2025-10-21)g2.com/products/zamp/reviews/zamp-review-11844142Source: G2.com, Inc.Checked
G2 review of Zamp: “Fast, Proactive Support and Timely State Tax Filings” (James M., 2026-10-30)g2.com/products/zamp/reviews/zamp-review-13918858Source: G2.com, Inc.Checked
G2 review of Zamp: “Streamlined State Tax Filings but Needs Automatic Approvals” (Will S., 2025-12-29)g2.com/products/zamp/reviews/zamp-review-12161220Source: G2.com, Inc.Checked
G2 review of Zamp: “Zamp Has Tremendous value and Service” (Mark P., 2026-01-22)g2.com/products/zamp/reviews/zamp-review-12247377Source: G2.com, Inc.Checked
G2 review of Zamp: “There is no help with account closures, so good luck doing that yourself.” (Verified User in Marketing and Advertising, 2026-05-31)g2.com/products/zamp/reviews/zamp-review-12895663Source: G2.com, Inc.Checked
coveragezamp.com/compare/zamp-vs-numeralZampFirst checked · Last checked
Zamp for Shopifyzamp.com/for/shopifyZampChecked
Zamp managed servicezamp.com/feature/managed-serviceZampChecked
Zamp pricingzamp.com/pricingZampChecked
MoonBrew customer story ("One price, no surprises")zamp.com/customers/moonbrewZampFirst checked · Last checked
Switch to Zampzamp.com/switchZampChecked
Zamp buyout programzamp.com/buyoutZampChecked
Numeral, Navigating your dashboard (Autofile)help.numeral.com/en/articles/12038047-navigating-your-numeraNumeralFirst checked · Last checked
Numeral, Reconciling your sales data (Export Transactions)help.numeral.com/en/articles/12530974-reconciling-your-salesNumeralFirst checked · Last checked
Numeral, How refund carryover workshelp.numeral.com/en/articles/17341218-how-refund-carryover-wNumeralFirst checked · Last checked
Numeral, Transferring your existing registrationshelp.numeral.com/en/articles/17275680-transferring-your-exisNumeralFirst checked · Last checked
Numeral help center, Initiating a transfer and managing tax portal credentialshelp.numeral.com/en/articles/9655378-initiating-a-transfer-aNumeralFirst checked · Last checked
Numeral help center, notices and virtual mailboxhelp.numeral.com/en/articles/12037015-how-numeral-handles-taNumeralFirst checked · Last checked
Numeral, Setting up your bank account for tax remittancehelp.numeral.com/en/articles/11020413-setting-up-your-bank-aNumeralFirst checked · Last checked
Numeral help center, understanding your invoicehelp.numeral.com/en/articles/17659379-understanding-your-numNumeralFirst checked · Last checked
Numeral, Transitioning to Numeralhelp.numeral.com/en/articles/17304657-transitioning-to-numerNumeralFirst checked · Last checked
Numeral help center, Shopifyhelp.numeral.com/en/articles/9016910-shopifyNumeralFirst checked · Last checked
Numeral, Managing exemption and resale certificateshelp.numeral.com/en/articles/13862121-managing-exemption-andNumeralFirst checked · Last checked
Numeral help center, filing frequencyhelp.numeral.com/en/articles/17275119-how-filing-frequency-wNumeralFirst checked · Last checked
Numeral, Terms of Service (last updated June 10, 2025)numeral.com/legal/terms-of-serviceNumeralFirst checked · Last checked
registrations and noticesnumeral.com/product/registrationsNumeralFirst checked · Last checked
trust centersecurity.numeral.comNumeralFirst checked · Last checked
Numeral comparison pages listing phone support and a dedicated point of contactnumeral.com/kintsugi-alternativeNumeralFirst checked · Last checked
