Tax Exempt Account

Forum|Forum|1 year ago
October 16, 2024
2 replies
8 views

I'm about to upgrade to either pro or business account. We met with attorney today to file our 501c3 paperwork, but don't have non-profit status yet. Can I come back and change the account details for tax exemption once we do?

Upgrade Account

Best answer by YaBoiB

Hello @LongHaulM1,

Yes, you can change this at a later date. Our support article explains this in detail. Please read this documentation and let me know if you have any other questions.

YaBoiBAnswer

Community Champion | Employee

Hello @LongHaulM1,

Yes, you can change this at a later date. Our support article explains this in detail. Please read this documentation and let me know if you have any other questions.

M

marcoc

Newcomer

Hello @YaBoiB

We are a non-profit org and when I try to verify our tax exemption status it prompts for "a reason for creating this document". Our options are as follows:

STATE GOV
Purchase will be used by the federal government
Purchase will be used by a diplomatic mission
Purchase will be used by the local government
Purchase will be exempt for public school or college
Purchase will be exempt for telecommunications provide

I don't see a non-profit option. Can you provide guidance on which I should select?

Thanks

L

Lareyes1225

Newcomer

I'm having the same problems. Here are my options to choose from:

Select a reason for creating this document

Purchase will be used by the federal government

Purchase will be used by a diplomatic mission

Purchase will have taxes paid via direct pay permit

Purchase will be exempt for non-deliverable

I wonder why our options are different? Guidance?

Select a reason for creating this document

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