How to Submit Tax Exemption Documents

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.

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• Who Qualifies for Tax Exemption?
  • Federal Tax Exempt
  • State Tax Exempt
• What to Do If You're Charged Despite Being Tax Exempt
• How to Submit Tax Exemption Documents
  • Gathering Necessary Documentation
  • Submitting the Documents
  • Verification Process
  • Account Update
  • Ongoing Compliance
• 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 tax-exempt status, you can request a correction:

1. Contact our Support Team – Submit a ticket through 888-401-4678.
2. Provide documentation – Ensure your exemption certificate is valid and up to date.
3. 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 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.

Your exemption certificate must include the following:

• Full business name
• Full business address
• Your state-issued exemption number (if applicable)
• Your signature dated by 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 [email protected]. 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.