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How do I request a U.S. tax exemption?

Apply for a new or updated tax exemption to reduce or exclude taxes based on federal, state or local guidelines. This feature is only available in the United States at this time.

Before you begin: You must be a billing admin to access the billing section in GoTo Admin.
A document proving tax exemption is required.
  1. Sign in to GoTo Admin.
  2. From Billing, select the Tax exemption tab.

    Troubleshooting: Please excuse our mess as we work to improve your billing experience. If you do not see the options above, email your completed tax exemption form to us using the Contact Support option in this article.

  3. Select the + Submit new request button.
  4. Upload your government issued tax certificate.
  5. Fill out the remaining fields.
  6. Select Save.

    Result: We will send you a confirmation email stating that your request has been received.

What to do next: Track tax exemption status and update the exemption request as needed based on the approver's comments.
Article last updated: 11 October, 2023