Skip to content

Commit

Permalink
Merge pull request Expensify#28746 from Expensify/marklouisdeshaun-pa…
Browse files Browse the repository at this point in the history
…tch-2

Update Tax-Exempt.md
  • Loading branch information
nkuoch authored Oct 9, 2023
2 parents 78b8238 + a2def14 commit 619aee6
Showing 1 changed file with 17 additions and 2 deletions.
Original file line number Diff line number Diff line change
@@ -1,5 +1,20 @@
---
title: Tax Exempt
description: Tax Exempt
description: Tax-exempt status in Expensify for organizations recognized by the IRS or local tax authorities.
---
## Resource Coming Soon!
# 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 > Account > Payments**.
1. Click on the option that says **Request Tax-Exempt Status**.
1. 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.
1. Our team will review your document and let you know if we need any more information.
1. Once everything is verified, we'll update your account accordingly.

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.

# FAQ
## 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.

0 comments on commit 619aee6

Please sign in to comment.