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37 changes: 22 additions & 15 deletions docs/articles/expensify-classic/expensify-billing/Tax-Exempt.md
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---
title: Tax Exempt
description: Tax-exempt status in Expensify for organizations recognized by the IRS or local tax authorities.
description: How to request tax-exempt status for your Expensify account if your organization is recognized by the IRS or other local tax authorities.
---
# Overview
If your organization is recognized by the IRS or other local tax authorities as tax-exempt, that means you don’t need to pay any tax on your Expensify monthly bill. Please follow these instructions to request tax-exempt status.
# How to request tax-exempt status in Expensify
1. Go to **Settings > Account > Payments**.
1. Click on the option that says **Request Tax-Exempt Status**.
1. After you've requested tax-exempt status, Concierge (our support service) will start a conversation with you. They will ask you to upload a PDF of your tax-exempt documentation. This document should include your VAT number (or "RUT" in Chile). You can use one of the following documents: 501(c), ST-119, or a foreign tax-exempt declaration.
1. Our team will review your document and let you know if we need any more information.
1. Once everything is verified, we'll update your account accordingly.

If your organization is recognized as **tax-exempt** by the IRS or other local tax authorities, you can request tax-exempt status in Expensify to avoid tax charges on your monthly bill. Follow these steps to submit your request.

---

# Request Tax-Exempt Status

1. Go to **Settings > Account > Payments**.
2. Click **Request Tax-Exempt Status**.
3. Concierge will reach out to you for documentation. Upload a PDF of your tax-exempt certification. Your document should include your **VAT number** (or **RUT** in Chile). Accepted documents include:
- **501(c)** (for U.S. organizations)
- **ST-119**
- **Foreign tax-exempt declaration**
4. Our team will review your submission and request any additional information if needed.
5. Once verified, your account will be updated, and tax will no longer be applied to future billing.

![Click the request tax exempt status button]({{site.url}}/assets/images/Tax Exempt - Classic.png){:width="100%"}

Once your account is marked as tax-exempt, the corresponding state tax will no longer be applied to future billing.
If you need to **remove** your tax-exempt status, contact your **Account Manager** or **Concierge**.

---

If you need to remove your tax-exempt status, let your Account Manager know or contact Concierge.
# FAQ

{% include faq-begin.md %}
## What happens to my past Expensify bills that incorrectly had tax added to them?
Expensify can provide a refund for the tax you were charged on your previous bills. Please let your Account Manager know or contact Concierge if this is the case.
## Will Expensify refund past tax charges?

{% include faq-end.md %}
Yes! If tax was incorrectly applied to your past bills, Expensify can issue a refund. Contact your **Account Manager** or **Concierge** to request a refund.