To comply with various U.S. state and local sales tax law requirements, Zoom Communications, Inc. collects sales and other applicable taxes. The amount and type of tax collected depends on your location, the type of products/services purchased, and the applicable rules of the state and local jurisdiction. If you have a certificate of tax exemption, please follow the instructions below to submit your exemption documentation.
If you're a new Zoom customer, you can submit your tax exemption certificate by selecting Verify Now where Tax Exempt? Verify Now appears under the Address section of the Checkout page of your purchase.
On the Checkout page, under the Address section, click Verify Now next to Tax Exempt?. A new window will open to complete the tax exemption certificate submission.
Complete the steps in the exemption certificate portal to submit your tax exemption certificate. You will be prompted to enter your tax information, select the applicable reason for exemption, upload your certificate, and provide an electronic signature to complete the tax exemption certificate submission. Depending upon your jurisdiction, your certificate may be approved automatically or, in some cases, require further review. If additional review is required, once approved, you will automatically receive a refund of taxes paid that are covered under your exemption certificate. Note: Federal and State Universal Service Fund fees, which are regulated telecommunication fees on Zoom Phone services, are not eligible for exemption.
Existing customer
If you're an existing Zoom customer, you can submit your tax exemption certificate through the Zoom web portal. Follow the steps below depending on where your billing portal is located in the left navigation menu of the Zoom web portal. Not sure how to identify where your billing portal is located? Learn how to locate your billing settings.
Understanding tax status
If you submitted a valid tax exemption certificate, your Tax Status will update to Exempt.
Certain tax exemption certificates require our tax experts to review. In these situations, your Tax Status will be Pending. Upon approval of your exemption certificate, all applicable taxes that are eligible for exemption will be refunded or credited to you.
When submitting a tax exemption certificate, take note of the following guidance:
Does the certificate jurisdiction match your “sold-to” contact information? If you are a new customer, you should submit a certificate for the state that corresponds to the contact address provided in the Address section of the Checkout page. If you are an existing customer, you should submit a certificate for the state that corresponds to the “sold to” state on your Zoom account profile.
Are you submitting the right form? An exemption certificate, a resale certificate, or a direct-pay permit will be acceptable. Documents such as business licenses, permits, or registrations, or federal documents such as Forms W-9 or 501(c)(3) determination letters, are not considered acceptable documentation for sales-tax exemption purposes.
Does the entity name on the certificate match the name on your account? Please verify that the entity name on the certificate matches the name on your Zoom account.
Is your certificate complete? Ensure that all required boxes are checked and all required fields are properly filled in. Additionally, ensure that the certificate is signed and dated (if applicable).
Are you submitting your certificate from an iPhone? Ensure that your software is updated to the latest version of iOS.
Please note that incomplete or incorrect forms can prolong processing time for your exemption request.