diff --git a/docs/articles/expensify-classic/billing-and-subscriptions/Tax-Exempt.md b/docs/articles/expensify-classic/billing-and-subscriptions/Tax-Exempt.md index c4948b5b3083..33fbec003a91 100644 --- a/docs/articles/expensify-classic/billing-and-subscriptions/Tax-Exempt.md +++ b/docs/articles/expensify-classic/billing-and-subscriptions/Tax-Exempt.md @@ -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.