Accurate Billing for Tax-Exempt Organizations on Ninety
If you're a tax-exempt organization using Ninety and have questions about managing your tax exemption status or invoice discrepancies, this article has the details you need.
Overview of tax exemption on invoices
Organizations with tax-exempt status are not required to pay sales tax on their Ninety subscription. To ensure you aren't charged sales tax, it's essential to submit appropriate tax exemption documentation and maintain it as required. Tax-exempt status is also one of the benefits available to non-profit organizations; see Non-Profit Organizations, Powered by Ninety.
How to submit tax exemption forms
Mark your organization as tax-exempt by reaching out to our support team to:
Submit tax exemption forms. Complete and send your tax exemption documentation using Ninety's designated submission platform. We'll send you a direct link to submit your forms.
Request a verification link (if needed). If you don't have an active link or the previously provided link has expired, contact support to request a new one, then use the updated link to submit your documentation.
Steps to take when mistakenly charged sales tax
If sales tax appears on your invoice despite your tax-exempt status:
Verify tax-exempt status. Check your Ninety account settings to confirm your tax-exempt status is active. If it isn't, resubmit your tax exemption documentation.
Contact support for adjustments. Notify our support team of the issue and fill out any necessary verification forms. Any erroneously charged tax may be refunded once your documentation is reviewed and approved. Refunds are typically processed within 5 to 10 business days.
Refund or credit process. Refund or credit mechanisms are available to rectify errors related to prior or current invoices. Refunds appear within the standard processing time, and credits for overpayment may apply to future invoices.
Maintaining your tax-exempt status
Once your documentation is approved, set a reminder to check back in with us next year, as we have an annual documentation requirement for tax-exempt organizations.