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Merge pull request #54143 from Expensify/AndrewGable-cherry-pick-stag…
…ing-54132-1 🍒 Cherry pick PR #54132 to staging 🍒
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docs/articles/new-expensify/billing-and-subscriptions/Tax-exempt.md
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title: Tax Exempt | ||
description: Tax-exempt status in Expensify for organizations recognized by the IRS or local tax authorities. | ||
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# Overview | ||
If your organization is recognized by the IRS or other local tax authorities as tax-exempt, that means you don’t need to pay any tax on your Expensify monthly bill. Please follow these instructions to request tax-exempt status. | ||
# How to request tax-exempt status in Expensify | ||
1. Go to **Settings > Subscription > Subscription details**. | ||
2. Click **More** in the top right, then **Request tax exempt status**. | ||
3. After you've requested tax-exempt status, Concierge (our support service) will start a conversation with you. They will ask you to upload a PDF of your tax-exempt documentation. This document should include your VAT number (or "RUT" in Chile). You can use one of the following documents: 501(c), ST-119, or a foreign tax-exempt declaration. | ||
4. Our team will review your document and let you know if we need any more information. | ||
5. Once everything is verified, we'll update your account accordingly. | ||
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![Tap More and then Request tax exempt status]({{site.url}}/assets/images/Tax Exempt - New Expensify.png){:width="100%"} | ||
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Once your account is marked as tax-exempt, the corresponding state tax will no longer be applied to future billing. | ||
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If you need to remove your tax-exempt status, let your account manager know or contact Concierge. | ||
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{% include faq-begin.md %} | ||
## What happens to my past Expensify bills that incorrectly had tax added to them? | ||
Expensify can provide a refund for the tax you were charged on your previous bills. Please let your Account Manager know or contact Concierge if this is the case. | ||
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{% include faq-end.md %} | ||
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