Adding a sales tax certificate

If you're a customer in the United States, you need to ensure that your account is set up to calculate sales tax correctly. If you're exempt from sales tax, you can upload a certificate to your account. The format of the certificate you upload must be one of the following:

  • JPEG (.jpg, .jpeg)
  • PNG (.png)
  • PDF (.pdf)

Your account is marked as tax exempt while your certificate is reviewed. If your certificate is not approved, you will need to upload a new one.

You can upload a sales tax exemption certificate to your organization account if your account uses the Customer Agreement.

Nota:

This option is not available for accounts that use the Standard Terms of Service. For information about updating your organization, see Actualización al acuerdo de cliente de .

  1. En la esquina superior derecha de cualquier página en , haga clic en la fotografía de perfil y luego en Configuración.
  2. En la sección "Acceso" de la barra lateral, haz clic en Organizaciones.
  3. Junto a la organización, haga clic en Settings.
  4. Si eres propietario de una organización, en la sección "Acceso" de la barra lateral, haz clic en Facturación y planes.
  5. In the sidebar, under Billing and licensing, click Payment information.
  6. Review your "Billing information" and update any incorrect data. You must ensure that the address fields are correct and that the "City" and "Postal/Zip code" fields are accepted. If there is any missing information or any errors are reported, the option to upload a sales tax certificate is hidden.
  7. At the bottom of the page in the "Additional information" section next to "Sales Tax", click Upload certificate, and select the certificate file you want to upload. If "Sales Tax" is missing, check that your billing information defines your country as "United States of America".
  8. To remove a sales tax certificate, click next to the certificate you want to remove.