Request sales tax exemption and refund

Learn how to exempt your company from sales tax and get refunded.

Apply for sales tax exemption

If your company is exempt from sales tax, contact and send us a copy of your tax-exempt certification. This allows Intuit to update your account as Sales Tax Exempt, and get you refunded of the sales tax Intuit charged you from any services or product orders.

For refund request, 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

What happens after sending the required documents?

• Account status will be updated to Sales Tax Exempt. Account updates may take 5 to 10 business days.
• Once your account is updated to Sales Tax Exempt, you will no longer see sales tax charges on future orders or service fees.
• Refund requests for Sales Tax Exemption on products or services you purchased from Intuit can only be processed after we receive and validate a copy of your Tax-Exempt Certificate. We are limited on how far back we can refund sales tax.
• Refund requests may take some time, depending on your mode of payment and how soon your financial institution is able to post the transaction.

Reminders:

• Account status will be updated to Sales Tax Exempt. Account updates may take 5 to 10 business days.
• Once your account is updated to Sales Tax Exempt, you will no longer see sales tax charges on future orders or service fees.
• Refund requests for Sales Tax Exemption on products or services you purchased from Intuit can only be processed after we receive and validate a copy of your Tax-Exempt Certificate. We are limited on how far back we can refund sales tax.
• Refund requests may take some time, depending on your mode of payment and how soon your financial institution is able to post the transaction.
• 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.