Sales Tax Exemptions
We prepare and submit your nonprofit's state sales tax exemption applications and renewals, and track deadlines so your exemption stays active.
Best for: Nonprofits eligible for exemption from sales tax · New nonprofits applying for sales tax exemption · Existing nonprofits renewing their sales tax exemption · Nonprofits that operate in more than one state
What's included
We complete and submit your initial exemption application accurately and on time.
We'll monitor deadlines and handle renewals so your exemption never lapses.
Get expert advice on unique state rules and requirements.
We help collect and prepare all supporting documents needed for approval.
Keep your exemption certificates secure and accessible in your online portal.
Work one-on-one with an experienced advisor who understands nonprofits.
Receive proactive reminders so your organization never misses a renewal.
We assess your existing exemption and suggest ways to strengthen compliance.
See everything included (1 more)
Expand your exemption to multiple states with our ongoing guidance (if applicable).
How it works
A short online intake form and a price quote up-front.
Your advisor handles it and reaches out if needed.
You get your finished work, with support after.
Common questions about this service
Can a nonprofit be exempt from sales tax?
Often, but it is a state-level decision. Many states require a separate application or exemption certificate even after the IRS recognizes an organization as tax-exempt. We can help you apply for the state exemption and keep the paperwork current.
What is a sales tax exemption certificate?
It is a form a buyer gives a seller to document why a purchase is not subject to sales tax, such as a resale, manufacturing or nonprofit exemption. Requirements and form names vary by state. Sellers who accept a valid, complete certificate are generally protected if the state later audits the sale.
How long do I need to keep exemption certificates?
Retention periods are set by each state, and many tie them to the audit statute of limitations, often three to four years or longer. Keeping certificates organized and easy to retrieve is the best protection in an audit, and we can help you set up a system for it.
Who qualifies for sales tax exemption?
Common exemptions cover purchases for resale, certain manufacturing and agricultural inputs, and purchases by qualifying nonprofits and government entities. Rules differ by state, and federal 501(c)(3) status does not automatically create a state sales tax exemption. We check the rules for each state where you operate.
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