How to Submit Tax Exemption Documentation for Your Flodesk Subscription

By law, Flodesk is required to collect and remit sales tax for members' paid subscriptions in certain states. If your organization qualifies for sales tax exemption, you can submit your documentation to prevent future tax charges on your Flodesk subscription.

Some organizations may be exempt from paying sales tax, including:

• Charitable organizations

• Religious institutions

• Scientific or research entities

• Educational institutions

If your organization meets your state’s requirements for tax exemption, you can submit your state-issued sales tax exemption certificate for review.

To apply for exemption from sales tax on your Flodesk subscription:

1. Submit your documentation using this secure form: https://forms.clickup.com/3710264/f/3h79r-11288/V5Z7TRCZCW7D707CXZ.

2. Wait for review: Processing may take up to three (3) business days. Our team will review your certificate to confirm eligibility.

3. Get notified: Once your exemption is approved, you’ll receive a confirmation email.

4. Exemption applies to future charges: Sales tax will no longer be charged starting with your next billing cycle.

Important: Flodesk cannot provide refunds for sales tax already charged before your exemption is approved.

• For general billing or account support, contact our team at support@flodesk.com.

• For questions about your eligibility or tax documentation, please consult your tax advisor.

• If your organization is tax-exempt, you can apply to have future sales tax charges removed.

• Use our secure submission form to upload your exemption certificate.

• Processing takes up to 3 business days.

• Approved exemptions apply to future invoices only.

We’re here to help make your Flodesk experience smooth and compliant.