This article provides all the necessary details if you're a tax-exempt organization using Ninety and have questions about managing your tax exemption status or invoice discrepancies.

Overview of Tax Exemption on Invoices

Organizations with tax-exempt status are not required to pay sales tax on their Ninety subscription. To ensure you are not charged sales tax, it's essential to submit appropriate tax exemption documentation and maintain it as required.

How to Submit Tax Exemption Forms

Mark your organization as tax-exempt by reaching out to our support team to:

• Submit Tax Exemption Forms: Complete and send your tax exemption documentation using Ninety's designated submission platform. We'll send you a direct link to submit your forms.
• Request Verification Link (if needed): If you do not have an active link or if the previously provided link has expired, contact support to request a new one. Use the updated link to submit your documentation.

Steps to Take When Mistakenly Charged Sales Tax

If sales tax appears on your invoice despite your tax-exempt status:

• Verify Tax-Exempt Status: Check your Ninety account settings to confirm your tax-exempt status is active. If it is not, resubmit your tax exemption documentation.
• Contact Support for Adjustments: Contact Ninety's support team to notify them of the issue. Fill out any necessary tax exemption verification forms provided. Any erroneously charged tax may be refunded once your documentation is reviewed and approved. Refunds are typically processed within 5-10 business days.
• Refund or Credit Process: Refund or credit mechanisms are available to rectify errors related to prior or current invoices. Refunds will appear within the standard processing time, and credits for overpayment may apply to future invoices.

Maintaining Your Tax-Exempt Status

Once your documentation is approved, set a reminder to check back in with us next year since we have an annual documentation requirement for tax-exempt organizations.