Tax Exempt Status

I've got you covered, DoveSBS.

I'm happy to inform you that it's pretty easy to claim the Sales Tax Exempt status in Intuit. All you have to do is fax your Tax-Exempt documentation to:

Fax: 866.831.5760
Attn: Order Control

Just a heads up, the update may take 5 to 10 business days. However, rest assured, once your account is updated to Sales Tax Exempt, you will no longer see sales tax charges on future orders or service fees. For more information about this, you can check out this article: Sales tax exempt status update and sales tax refund

That should get you going in the right direction. Keep in touch if there's anything else I can do for you. I always have your back and am always happy to help. Thanks for reaching out, wishing you all the best.

Hello,

Is this FAX number still good to send in a tax exempt form?

Thank you.

Good to see you on this thread, @Laura S1. I'll point you in the right direction of support to address your concern with the tax exempt form.

Yes, the Fax number above is still good to send for tax exempt form. However, It's best to reach out to our QuickBooks Online Support. They'll be able to provide you with the information you need and might as well assist you further with your concerns.

Here's how you can reach out to them:

1. Click the Help (?) icon at the top.
2. Select Contact Us.
3. Enter your issue or question, then select Continue.
4. Review and Select from the following: Ask the community, Start a live chat, or Call us.
   
   

To ensure that we address your concern promptly, you can check our available hours when contacting our support.

Also, I've added this article if you want more details about how QuickBooks calculates your sales taxes: Set up and use automated sales tax in QuickBooks Online.

Let me know how else I can help you handle your sales taxes by adding a comment below. I'm more than happy to lend a helping hand. Keep safe.

What is we don't have a fax machine? How else can we submit our tax exempt form?

I appreciate you joining the thread, UMC treasurer. I know an option on how to submit the tax-exempt form without having it faxed. I'm glad to share it with you today.

Great news! You can contact QuickBooks Online (QBO) support and send them a copy of your certification via email. From there, they'll be able to update your account as Sales Tax Exempt and get you refunded the sales tax Intuit charged you for any services or product orders.

With that, here’s what you need to provide along with the documentation:

• Account information such as Customer Account Number (CAN), Company ID, or Federal EIN if specific to Payroll Services.
• Order number if available
• Product or service you purchased

To contact support:

1. Go to the Help menu.
2. Click on Contact Us from the Search tab.
3. Enter a short description of your concern, then Continue.
4. Choose a way to connect with an agent.

Support is open M-F from 6 AM to 6 PM PT and Saturday from 6 AM to 3 PM PT.

On the other hand, you can skim through the details from this link to learn more about tax exemption: Request sales tax exemption and refund.

If you have follow-up questions from me about taxes or your QuickBooks data, let me know by leaving a comment below. I'm more than happy to help you again. Have a good one!

Phone support only offers the fax machine option for submitting tax exempt documentation.  What is the email option you mention?

Let me chime in and clarify about the email option that my colleague mentioned, @acacomp.

To begin with, the email option that was mentioned by the previous agent can be achieved if you can secure a copy of your tax-exempt certification. Then, you'll have to notify and contact our support team so they can have you emailed the required documents instead of faxed.

Here's how to reach them:

1. Go to Help.
2. Select the Search tab, then choose Contact Us.
3. Type in your issue or concern in the field.
4. Hit Continue.
5. Click the Chat or Callback option.

For reference, check this article: QuickBooks Online Support.

I'll also add this article to learn more about automated sales tax: Set up and use automated sales tax.

If you have further questions about the email option or tax exemption, please tag me in the comment section, @acacomp. I'll assist you in any way possible.