Follow

How to Setup A Tax Exempt Account

This will help you to set up Tax Exempt status if you are a customer or organization that qualifies.  Follow the below steps to apply:

  • The Tax Exempt Entity ('entity') must first create an account on Rosie and select a store.
  • The entity then must provide a copy of their Tax Exempt Certificate to the store they selected (mail, in-person, fax).
  • Rosie will confirm if the State requires further required documentation.
  • The entity should then contact Rosie (support@rosieapp.com), let us know they intend to use Rosie, confirm they are Tax Exempt, and confirm that their certificate is with the store.
  • Rosie's Finance team will give the entity's account Tax Exempt status.
  • In order for Finance to set up the Tax Exemption, these are the key things that are required:
     - Business Name or School/District Name
     - Seller/Store where they will be making purchases if multiple they must list all
     - Tax Exempt number and one of the boxes checked

Note: We suggest that tax-exempt organizations create an account on Rosie with an email that is not an individual specific person. For example: rosieshopper@tax-exempt-organization.com. This will allow for multiple people from within the entity to use the service for their large orders.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk