If you organization is Tax Exempt and you've uploaded a tax form through your account's Avalara Tax Manager Link (located on the ADMINISTATOR page and Billing Information for the account ADMIN only), and tax is not coming off your upcoming events, it could mean something is wrong with the forms that were uploaded.

Please be sure of the following:

• Your organization is Tax Exempt within the state where your event is taking place
  • The states must match in order for the tax form to be applicable to the event
• Payment applied to the event must be under the Exempt Organization
  • Again, the billing must be the Exempt Organization and the form MUST match the state in which the event is taking place
• Confirm the uploaded tax form has been approved by Avalara
  • The ADMIN for your account should click on the Tax Management link on the Administration or Billing Information page
  • The Avalara Tax Manager page will load and you should see at least 1 “Complete” form populated - Click on “Complete” to view the form.
    • If you don't have any saved forms, the note will read “You haven't created and shared any exemption certificates”
    • If you have any forms that have been deemed invalid, they will be noted as “Incomplete"
    • Validated forms will be saved under “Complete”

What happens if your form is Incomplete?

• You'll be required to resubmit the tax form
• The tax form must be a form accepted by Avalara Tax Management System and must include the following:
  • Tax Exempt Organizations Full Legal Name
  • Tax Exempt Organizations address
  • Original signature of the Tax Organizations Certificate Holder
  • Seller Information - “Party Rental Ltd. 275 North Street, Teterboro NJ 07608”
  • Checked Box noting if the form is a Single Use or a Blanket Form

For more information on uploading a tax document, please click here to read the article about removing tax from an event.