Skip to content

Commit 619aee6

Browse files
authored
Merge pull request Expensify#28746 from Expensify/marklouisdeshaun-patch-2
Update Tax-Exempt.md
2 parents 78b8238 + a2def14 commit 619aee6

File tree

1 file changed

+17
-2
lines changed
  • docs/articles/expensify-classic/billing-and-subscriptions

1 file changed

+17
-2
lines changed
Lines changed: 17 additions & 2 deletions
Original file line numberDiff line numberDiff line change
@@ -1,5 +1,20 @@
11
---
22
title: Tax Exempt
3-
description: Tax Exempt
3+
description: Tax-exempt status in Expensify for organizations recognized by the IRS or local tax authorities.
44
---
5-
## Resource Coming Soon!
5+
# Overview
6+
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.
7+
# How to request tax-exempt status in Expensify
8+
1. Go to **Settings > Account > Payments**.
9+
1. Click on the option that says **Request Tax-Exempt Status**.
10+
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.
11+
1. Our team will review your document and let you know if we need any more information.
12+
1. Once everything is verified, we'll update your account accordingly.
13+
14+
Once your account is marked as tax-exempt, the corresponding state tax will no longer be applied to future billing.
15+
16+
If you need to remove your tax-exempt status, let your Account Manager know or contact Concierge.
17+
18+
# FAQ
19+
## What happens to my past Expensify bills that incorrectly had tax added to them?
20+
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 commit comments

Comments
 (0)