Request Tax Exemption
Request Tax Exemption
If your organization is exempt from sales tax, you can request tax exempt status for your Expensify subscription by submitting your exemption documentation to Concierge.
Who can request tax exemption
Workspace Admins or the workspace owner for the subscription can request tax-exempt status.
To qualify, you’ll need documentation proving your organization’s tax-exempt status. Accepted documents include:
- IRS 501(c) determination letter
- ST-119 certificate
- Foreign tax-exempt declaration
Your documentation should include your VAT number (or RUT if your organization is based in Chile), when applicable.
How to request tax exemption
- Go to Account > Subscription.
- Select Subscription settings.
- Click Tax exempt status.
- A chat with Concierge will open automatically. Tell Concierge that your organization is tax-exempt and attach a PDF of your tax-exempt documentation.
What happens after you request tax exemption
Our team reviews your documentation and contacts you if additional information is required. Once your request has been processed, Concierge will send you a message to confirm your account has tax exempt status.
After your request is approved, sales tax will no longer be applied to future Expensify subscription invoices.
FAQ
What happens to bills that included tax before my exemption was approved?
If you were charged sales tax before your tax-exempt status was approved, contact Concierge or your Account Manager to request a refund of the tax amount.
How do I remove tax exempt status?
If your organization is no longer tax-exempt, contact Concierge or your Account Manager and request that your tax-exempt status be removed. After the change is processed, sales tax will be applied to future subscription invoices, where applicable.
