How to make tax exempt purchase?

  • Marie Travis
    Asked on June 13, 2024 at 12:09 PM

    Hello, a few days ago I inquired about our Tax id. How can we make a payment using the tax id?


    Thank you,

    Marie Travis

  • Jemuel JotForm Support
    Replied on June 13, 2024 at 12:16 PM

    Hi Marie,

    Thanks for reaching out to Jotform Support. You can make the purchase of the subscription. And if you are tax exempt. We can refund the tax after you made the purchase. But, you need to provide us the Tax exempt document for us to process the refund for you.

    Let us know if you have any other questions.

  • Anuradha
    Replied on June 13, 2024 at 4:49 PM

    Hello Jemuel,

    HCC Tax ID form was sent to you by Marie few days ago.


  • Joshua_T JotForm Support
    Replied on June 13, 2024 at 4:55 PM

    Hi Marie,

    I checked our system, and I can see that the email address that you are using to contact us is under a guest account, which is a temporary account. Can you provide us with the email address of the account that you applied for as a tax-exempt? I've set this thread to private, so only you and Jotform Support have access to this thread.

    Also, did Marie provide the tax document by sending it to a thread like this one? if so, can you provide us with the link to the thread where she provided your tax document, so we can check it?

    Once we hear back from you, we can move forward with a solution.

  • Anuradha
    Replied on June 13, 2024 at 5:10 PM
    Hello,
    Please see attached with HCC Tax Exempt Form - W9.
    Best regards,
    ~Jeena~
    [cid:image001.png@01DABDAB.F0BF0A00]
    ...
  • Gian JotForm Support
    Replied on June 13, 2024 at 5:18 PM

    Hi Marie,

    Please note that the file was not attached. Please make sure to follow the guide here to post the screenshot of the document. You can also upload it to Dropbox or Google Drive and share the file link here.

    Let us know if there's anything else we can help.

  • MrGeorgeDavis
    Replied on June 18, 2024 at 6:41 PM

    Good evening,

    Due to the nature of our industry we are advised to make tax free payments. We are very interested in making a tax free payment. May we have a total that is tax-free so that we can make the payment to utilize this service.

    We sincerely thank you for your consideration.

    How to make tax exempt purchase? Image 1 Screenshot 20

  • Mafe_M JotForm Support
    Replied on June 18, 2024 at 6:45 PM

    Hi Marie,

    For us to locate the account where the tax-exempt should be applied, please provide us with the following details:

    1. Card type:
    2. Last 4 digits:
    3. Expiration date:
    4. Amount charged:
    5. Date of transaction:

    Once we hear back from you, we'll be able to move forward with a solution.


 
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