How do I add my tax-exemption status to my subscription?

Sortly supports many non-profit, educational and tax exempt organizations. If you are setting up a subscription for a tax-exempt organization, please send your tax exemption documentation via this link prior to the date that your free trial expires and your account is charged. Our team will ensure that your tax-exemption status is applied to your account. 

If you would like to confirm whether your last invoice was charged sales tax, you can click on the PDF link to view your full invoice with a pricing breakdown in the Plan & Billing section of your account settings here.


If your tax exempt organization has been incorrectly charged for tax, please reach out to us here

Was this article helpful?
1 out of 4 found this helpful