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How-to: Request your Expensify account be set as tax-exempt
As Expensify expands the states where tax is applied to monthly billing, more and more organizations that are tax-exempt will need to update their account.
If your organization is listed with the IRS as tax-exempt, you'll need to let us know.
To get started, navigate to Settings > Account > Payment and Request Tax-Exempt Status.
Once you’ve requested the tax-exempt button, Concierge will open a conversation where we'll request you upload a PDF copy of your 501(c) or ST-119. Our team will verify that and let you know if there is any additional information required and get your account updated.
If you need to remove your tax-exempt status, reach out to [email protected] and we'll get that taken care of for you.