If your organization qualifies as tax-exempt, you can request to remove sales tax from your Expensify subscription. This guide shows you how to submit the documentation required for tax exemption.

Accepted documents include:

• IRS 501(c)
• ST-119
• Foreign tax-exempt declarations

Note: Your documentation should include your VAT number (or RUT in Chile).

Request Tax-Exempt Status

To request tax-exempt status for your Expensify subscription:

1. Go to Account > Workspaces > Subscription > Subscription settings.
2. Click Tax exempt status.
3. Selecting Tax exempt status will begin a chat with Concierge.
4. From there, communicate that your account is tax-exempt and attach a PDF of your tax-exempt document.
5. Our team will review your submission and follow up if additional info is needed.
6. Once verified, your account will be updated to reflect the tax exemption.

Note: After your tax-exempt status is confirmed, state tax will no longer be applied to future bills.

Remove Tax-Exempt Status

To remove your tax exemption:

• Contact your Account Manager, or
• Message Concierge and request the change.

FAQ

What happens to past bills that included tax?

If you were charged tax before receiving tax-exempt status, we can refund the tax amount. Contact your Account Manager or Concierge to request a refund.