Bluehost simplifies the tax exemption process, ensuring compliance and convenience in a few easy steps. Follow this guide to understand who qualifies for tax exemption and how to submit tax exemption documents.
- Who Qualifies for Tax Exemption?
- What to Do If You’re Charged Despite Being Tax Exempt
- How to Submit Tax Exemption Documents
- Summary
Who Qualifies for Tax Exemption?
Federal Tax Exempt
Organizations exempt from federal taxes are outlined in various sections of the US Tax Code. The most recognized exemption is the charitable tax exemption (501(c)(3). This status grants exemption from federal corporate and income taxes on most forms of revenue. Organizations with 501(c)(3) status can also solicit tax-deductible donations. This designation is especially relevant for many community organizations and, unless stated otherwise, will be used interchangeably with tax-exempt throughout this section.
State Tax Exempt
Each state has specific tax exemption rules, but most recognize 501(c)(3) status for tax-exempt purchases. Eligible organizations may include:
- Charities
- Educational and cultural institutions
- Religious organizations
- Government agencies
What to Do If You’re Charged Despite Being Tax Exempt
If you were charged tax despite having a tax-exempt status, you can request a correction:
- Contact our Support Team – Submit a ticket through 888-401-4678.
- Provide documentation – Ensure your exemption certificate is valid and up to date.
- Resolution – Our team will review your request and adjust your account accordingly.
How to Submit Tax Exemption Documents
Gathering Necessary Documentation
Before submitting your tax exemption request, ensure you have the correct documentation. Requirements may vary by jurisdiction, but typically include a valid exemption certificate.
If you qualify for a Federal or State tax exemption, you must provide a completed exemption certificate before your account can be marked as tax-exempt. Each state has specific forms you can obtain from your state’s official tax website.
The applicable state for tax is based on your Account Holder status.
Your exemption certificate must include the following:
- Full business name
- Full business address
- Your state-issued exemption number (if applicable)
- Your signature is dated as the legal purchaser
- Your Account#/Customer ID# needs to be written on the form
- Be sure the Certificate is issued to the address stated below:Bluehost.com
5335 Gate Parkway
Jacksonville, Florida, 32256
Submitting the Documents
- For US Customers: Email your completed exemption certificate to [salestax@web].com. You can reply directly with your document if you have an open support ticket.
- For Non-US Customers: Refer to VAT (Value Added Tax) exemption guidelines.
Verification Process
After submission, Bluehost will review and verify your documents to ensure they meet legal tax exemption requirements. This verification process is essential for compliance and may take some time. You will be notified if any corrections are required.
We appreciate your patience as this process may take some time to complete.
Account Update
Once our Tax Department approves your application, your account will be updated to reflect your tax-exempt status, ensuring that future purchases are tax-free in the applicable state.
Ongoing Compliance
Tax-exempt customers must ensure continued compliance:
- Purchases must be for tax-exempt purposes only.
- If you use a personal credit card instead of a business card, tax exemption may not apply.
- Always consult a tax professional for any specific tax-related concerns.
Summary
With Bluehost’s streamlined process, submitting tax exemption documents is simple. The steps to enjoying tax-free purchases are gathering the necessary documentation, submitting it for verification, and ensuring ongoing compliance. Our commitment to compliance and customer support provides a hassle-free experience for all tax-exempt customers.
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