If your organization is tax-exempt — for example, you have a resale certificate or a non-profit exemption — you can submit the documentation once and we will stop charging sales tax on eligible orders going forward.
#Where to find it
Open Billing > Tax Exemptions in the side nav. The page lists every exemption on file with its current status.
#Submitting an exemption
Click Add Tax Exemptions and you will be asked for:
- State — the state the exemption applies to. Each state we collect tax in is handled separately.
- Document — your resale or exemption certificate as a PDF or image.
Upload the file and submit. The exemption goes in as Pending while we review it.
#Statuses you may see
- Pending — submitted, under review.
- Approved — accepted. Eligible orders shipping to that state will not be taxed.
- Rejected — the document could not be accepted as-is. Open the row to see why and resubmit.
You can resubmit a rejected exemption from the actions menu. Use this if your certificate has been updated, or if the rejection asked for a different document.
#What happens once approved
After approval, eligible orders shipping into that state will no longer have sales tax added to the invoice. Existing invoices that were already issued with tax are not retroactively adjusted — exemptions apply going forward.
If you place an order to a different state, that state needs its own exemption document on file to be tax-exempt there.
#Keeping certificates current
Resale and exemption certificates can have expiration dates. If yours expires, the exemption no longer applies, and tax will start being charged again on new invoices. Submit a fresh certificate before the old one lapses to avoid a gap.
#Questions
If a tax line on a recent invoice does not look right after your exemption was approved, open the invoice and reach out to your account team with the invoice number. We will reconcile it.