Request a sales tax exemption and refund for a QuickBooks subscription

1. Go to Settings, Subscriptions and billing, then Manage tax profile.
2. Select Create new request, then select one of the options.
3. Select Confirm and continue.
4. Review the disclaimer, then select the checkbox to agree.
5. Select OK.

You’ll get an email message within 24 hours to send in sales tax exemption documentation through a link. You have 7 days from the date of the message to send in your documents.

If you’re approved, your account status will update in QuickBooks Online. We’ll also refund any sales tax you’ve been charged within the past 70 days.

If you miss the 7-day submission deadline, the link will expire and you’ll have to apply again. 

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 QuickBooks Desktop Payroll.
• Order number, if available.
• Product or service you purchased.