I am with a tax-exempt organization and would like to place an order without being charged sales tax. What steps should I follow?

If you wish to place an order for software with one of our partners and it should be exempt from sales tax in the United States, you must first obtain a cleverbridge Document ID.

These are the steps you should take to obtain the ID:

Step 1

Send a completed exemption certificate to us at payments-us@cleverbridge.com. This document will provide us with all of the information we need to issue your Document ID. Because accepted forms may vary from state to state, we've included information below to help you identify which form you need to complete.

Select your state below to see the list of accepted tax exemption forms for your area.

 

Alabama

List of accepted forms:

 

Alaska


Note: cleverbridge does not currently collect tax for the state of Alaska.

 

Arkansas

List of accepted forms:

 

California

List of accepted forms:
Note: A valid Seller's permit number is required for this form. To receive a permit number, you can contact the California Department of Tax and Fee Administration.

 

Connecticut

List of accepted forms:
* cleverbridge requires that you provide this form along with a letter from the IRS stating you are an exempted organization.

 

Delaware


Note: cleverbridge does not currently collect tax for the state of Delaware.

 

Florida

List of accepted forms:
  • Resale Exemption Affidavit
  • Resale Federal Government Exemption Affidavit

Note: Sales tax for this state only applies to physical products (such as a DVD or USB stick) and not to software that is delivered electronically.

 

Georgia

List of accepted forms:

 

Idaho

List of accepted forms:
Note: Sales tax for this state only applies to physical products (such as a DVD or USB stick) and not to software that is delivered electronically.

 

Illinois

List of accepted forms:
Note: The sales tax in Illinois is determined by where the order is processed, not where the buyer is located. All cleverbridge Inc, orders are processed in Chicago, so the sales tax rate of 10.25% is applied to all Illinois orders.

 

Indiana

List of accepted forms:

 

Iowa

List of accepted forms:

 

Kansas

List of accepted forms:

 

Maine

List of accepted forms:

 

Maryland

List of accepted forms:
Note: Sales tax for this state only applies to physical products (such as a DVD or USB stick) and not to software that is delivered electronically.

 

Massachusetts

List of accepted forms:

 

Minnesota

List of accepted forms:

 

Mississippi

List of accepted forms:
  • State-Issued Exemption Letter or Certificate

 

Missouri

List of accepted forms:
* Missouri allows vendors to accept this form when a form 149 is not presented.

 

Montana


Note: cleverbridge does not currently collect tax for the state of Montana.

 

Nevada

List of accepted forms:

 

New Hampshire


Note: cleverbridge does not currently collect tax for the state of New Hampshire.

 

New Jersey

List of accepted forms:
Note: cleverbridge cannot accept tribal government as the reason of exemption at this time.

 

New Mexico

List of accepted forms:

 

North Carolina

List of accepted forms:
Note: cleverbridge cannot accept religious or educational organization as the reason of exemption at this time.

 

North Dakota

List of accepted forms:
Note: cleverbridge cannot accept religious or educational organization as the reason of exemption at this time.

 

Oklahoma

List of accepted forms:

 

Oregon


Note: cleverbridge does not currently collect tax for the state of Oregon.

 

Pennsylvania

List of accepted forms:

 

Rhode Island

List of accepted forms:

 

South Carolina

List of accepted forms:

 

Tennessee

List of accepted forms:

 

Utah

List of accepted forms:
Note: cleverbridge cannot accept religious or educational organization as the reason of exemption at this time.

 

Virginia

List of accepted forms:
Note: Sales tax for this state only applies to physical products (such as a DVD or USB stick) and not to software that is delivered electronically.

 

Washington

List of accepted forms:
Note: cleverbridge cannot accept religious or educational organization as the reason of exemption at this time.

 

West Virginia

List of accepted forms:

 

Wisconsin

List of accepted forms:
* This form must be received with the Streamlined Sales and Use Tax Agreement form.

 

Wyoming

List of accepted forms:
ADDITIONAL INFO:
While we can accept these forms as proof of exemption, we also need specific information that isn't always listed as options on these types of forms. Please be sure that your form is filled out with the following information:

  • 1. cleverbridge (vendor/seller) name and address : 350 N Clark St #700, Chicago, IL 60654
  • 2. Organization, Entity, or Company name and address
  • 3. State sales tax registration, business license number or FEIN
  • 4. Type of exemption claimed
  • 5. Date signed (must be the current date or within 90 days of purchase)
  • 6. Description of the item(s)

We kindly ask you to review your form before sending it to us. Please note, any box on the form listed as “check for a single purchase” should remain unchecked.

 

Step 2

A.) Pre-sale: Once you are provided with a cleverbridge Document ID, you can enter the ID into the shopping cart in the field where, "Are you a sales tax-exempt organization?", is located.

B.) Post-sale: cleverbridge can refund sales tax from a previous purchase if you did not have a Document ID at the time the order was placed. However, we can only do so within 90 days of the purchase. Additionally, you must first take the actions outlined above and send us your completed exemption certificate so that we can issue the ID and your refund.

 

5 out of 5 found this helpful