Billing Admins and Account Owners at non-profit organizations can submit a tax exemption certificate to remove sales tax from future 15Five charges. When complete, 15Five will update the taxability status of your account and adjust your plan pricing accordingly.
Before You Begin
- Tax exemptions apply to future charges only. Past invoices are not adjusted.
- You must have a valid, current tax exemption certificate issued by your state authority. 15Five cannot provide this document. For state-by-state exemption forms, see the .
- For information on whether SaaS is taxable in your state, consult your state and local tax authority or refer to a .
Steps
- Obtain a valid tax exemption certificate from your state authority.
- Email the certificate to AR@15five.com.
- Wait for 15Five's Accounts Receivable team to review and confirm the update.
What Confirmation Looks Like
15Five will notify you by email when your account's taxability status has been updated. Sales tax will no longer appear on invoices generated after that date.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| No confirmation email received after 5 business days | Check your spam or junk folder for a reply from AR@15five.com | Email AR@15five.com again and confirm the certificate was received |
| Certificate rejected as invalid | Verify the certificate is current and issued for your state | Obtain an updated certificate from your state authority and resubmit to AR@15five.com |
| Sales tax still appears on a new invoice after confirmation | Confirm the invoice date is after the taxability update date | Email AR@15five.com with the invoice number and your confirmation email |
Not Covered Here
This article does not cover VAT, international tax exemptions, or retroactive adjustments to past invoices.