From d9e9dcd9c3cb907a105c7127ca306dbe1130c39d Mon Sep 17 00:00:00 2001 From: Scott Deeter Date: Fri, 13 Dec 2024 14:20:34 -0800 Subject: [PATCH] Merge pull request #54132 from Expensify/joekaufmanexpensify-patch-5 [No QA] Rename tax-exempt.md to Tax-exempt.md (cherry picked from commit bfd25ced38b4397fea4a43dc882330e8cae529c7) (CP triggered by AndrewGable) --- .../billing-and-subscriptions/Tax-exempt.md | 26 +++++++++++++++++++ 1 file changed, 26 insertions(+) create mode 100644 docs/articles/new-expensify/billing-and-subscriptions/Tax-exempt.md diff --git a/docs/articles/new-expensify/billing-and-subscriptions/Tax-exempt.md b/docs/articles/new-expensify/billing-and-subscriptions/Tax-exempt.md new file mode 100644 index 000000000000..fa38741d3b97 --- /dev/null +++ b/docs/articles/new-expensify/billing-and-subscriptions/Tax-exempt.md @@ -0,0 +1,26 @@ +--- +title: Tax Exempt +description: Tax-exempt status in Expensify for organizations recognized by the IRS or local tax authorities. +--- + +# 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. + +![Tap More and then Request tax exempt status]({{site.url}}/assets/images/Tax Exempt - New Expensify.png){:width="100%"} + +Once your account is marked as tax-exempt, the corresponding state tax will no longer be applied to future billing. + +If you need to remove your tax-exempt status, let your account manager know or contact Concierge. + +{% 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. + +{% include faq-end.md %} +