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How Do I Add Sales Tax Exemption Paperwork?

Frequently Asked Questions Customer Portal

If your organization is exempt from paying sales tax, you can share the relevant documents with us directly in the portal in a few easy steps.

Step 1

Step 1: Find the relevant order in your Needs Your Attention tab and click View Details.

Step 2

Step 2: Scroll down to the Order Details section: It’s an itemized breakdown of your order cost.

Step 3

Step 3: In the Item column, find the line that says TAX. Hover over it to bring up an Edit option on the right-hand side and click Edit. (You can also click directly on the word TAX.)

Step 4

Step 4: The popup that opens, titled Tax Exempt, will give you the opportunity to upload documents that prove your sales tax exempt status. You can drag and drop the documents onto the grey box, or click the link that says “click to browse” and upload them from your computer.

Step 5

Step 5: Click Save.

Step 6

Step 6: Our accounting department will review your documents and adjust your sales tax accordingly.

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