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Become tax exempt with Intuit


In order to qualify for tax exemption, you must either:

  • Provide a tax exemption certificate, or
  • Provide a letter that states the name of the agency and a written statement regarding the exemption from sales tax, including the tax exempt ID number. The letter should also be dated and signed by the person authorized to issue the letter of exemption.

You can provide tax exempt documentation using the following method:

  • Fax your documentation to 866-831-5760

If you've already placed an order and need a refund on sales tax, or you have an order on hold until your tax exempt status has been verified, please contact Customer Service. Please allow 3-5 business days after sending in your documentation to be approved.

Any written request or other documentation in support of a tax-exempt transaction will be reviewed immediately so that an appropriate tax adjustment can be made. If the documentation provided does not meet our compliance needs, we will notify you right away.


Who qualifies for tax-exempt status?

The following organizations might qualify for tax-exempt status*: non-profits**, religious organizations, state and local government, hospitals, and educational institutions. Also, any sales to the U.S. government and its agencies will normally be exempt from sales tax.

Purchases made by tax-exempt organizations must be made by the exempt organization only. Under no circumstance can any individual or other agent purchase any items on a tax-exempt basis.

*Although many states permit sales tax exemption for some or all of these organizations, these four states do not: California, North Carolina, South Carolina, and Washington. For additional information concerning your qualification as a tax-exempt organization for sales tax purposes, please contact your state's Department of Revenue or Board of Equalization.
** Non-profit organizations seeking sales tax exemption must follow the above procedure. This will avoid unnecessary delays in processing your sales tax exemption. The use of a Federal form or other document which refers to an organization as tax exempt under IRC Section 501(c)(3), etc., will not satisfy our documentation needs for sales tax purposes.
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