Add your certificate
A School Owner opens the Billing section of Settings, chooses the tax-exempt option and uploads the exemption or non-profit certificate for your country or state. You only need to do this once.
Review and approval
We check the certificate before applying the exemption. While it is being reviewed you will see a pending-review note; approved schools show a tax-exempt badge, and tax is removed from new charges and renewals.
Works with invoices too
Tax exemption applies to card payments and to invoice or purchase-order billing. If you pay by invoice, add the certificate before you request your quote so the invoice is issued correctly.