Sales tax refunds are based on state guidelines. Refer to your state revenue department for more information.
A state sales tax exemption certificate that states the name of the company or organization applying for Sales Tax Exempt status, as well as a written statement regarding the exemption from sales tax, and the state sales tax exempt ID number.
Note: Your tax exemption forms need to be completed in its entirety, as well as signed and dated by the person authorized to issue the letter of exemption.
If the documentation provided doesn't meet our compliance needs, you are notified via email within 2-3 business days.
Each state has separate requirements and forms to grant tax exempt status. Federal exempt forms like IRS 501(c)3 forms don't apply to state sales tax.
The company name listed on the certificate must match the business name of your account. The billing address of the credit card must also be in the same state as the certificate.
For QuickBooks Online, the amount reflected on the Account and Settings page is just an estimate based on your state's sales tax laws and not the actual amount charged. Additionally, even if you have qualified for sales tax exemption, the amount shown on the Billing & Subscription page doesn't reflect that. The actual sales tax charged only reflects on your bank or credit card statement.
Some state sales tax exemption certificates expire. Once they do, resubmit a new certificate every expiration period to avoid being billed for state sales tax.