Verifying tax exemption status

To comply with various U.S. state and local sales tax law requirements, Zoom Video 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.

How to submit a tax exemption certificate

New customer

If you're a new Zoom customer, you can submit your tax exemption certificate under Tax Status on the Payment page of your purchase.

On the Payment page under the Sold to Contact section, click Verify Tax Exemption Status.
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.

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.

Billing portal under Plans and Billing

Sign in to the Zoom web portal as the account owner, admin, or custom role with billing privileges.
In the navigation menu, click Plans and Billing then Billing Management.
In the Contact Information section, click Edit.
Click Verify tax exemption status.
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.

Billing portal under Account Management

Sign in to the Zoom web portal as the account owner, admin, or custom role with billing privileges.
In the navigation menu, click Account Management then Billing.
Click the Billing Information tab.
In the Sold To Contact section, to the right of Tax Status, click Edit.
Click Verify Tax Exemption Status.
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.

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, kindly take note of the following guidance:

Are you submitting the right form?
You should submit a certificate for the state that corresponds to the “sold to” state on your Zoom account profile. 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. In addition, ensure that the certificate is signed and dated (if applicable).

Please note that incomplete or incorrect forms can prolong processing time for your exemption request.

Your exemption certificate may not apply to certain telecommunications taxes and fees, such as Federal and State Universal Service Fund (USF) charges. For more information, refer to the frequently asked questions about Federal & State Universal Service Fund (USF).

If you have any additional questions, please chat with us mentioning “Tax Exemption”.

If you have questions about exemptions that may apply to Value-Added Taxes (VAT) or Goods and Services Tax (GST), refer to the country-specific FAQs.

Note: If you have questions about tax treatment specific to your situation, please consult with your tax advisor.