How-to: Request your Expensify account be set as tax-exempt
As Expensify expands the jurisdictions 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 or other local tax authority 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), ST-119, or foreign tax exempt declaration (please ensure it includes your VAT number, e.g. RUT in Chile). 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 c[email protected] and we'll get that taken care of for you.