How to submit documentation for sales tax exemption

Some things to know before you get started

• You may have the opportunity to upload an official tax exempt document depending on the state you select, but the document will not be validated immediately and you may still be billed sales tax on your next billing cycle.
• When the tax exemption documentation is processed successfully, tax exemption status will take effect on the next billing cycle. Calendly does not offer refunds on sales tax that was billed before you submitted tax exemption documentation.
• Depending on the state, you may not need to submit tax exemption information. The full list of applicable states can be found here.

If you have any questions specific to tax, please contact your tax advisor. 

If you’re upgrading your Calendly subscription for the first time

When you upgrade your Calendly subscription for the first time, you can submit sales tax exemption documentation during the checkout process.

1. From any Calendly page, select Account in the top right hand corner, then Billing.

2. Select Upgrade now, then Upgrade to Essentials, Upgrade to Professional, or Upgrade to Teams.

3. Add the number of seats you want and the billing cycle you prefer, then enter your credit card information.

4. Under Total payment due, select Submit documentation.

5. Enter the state on your billing address and Continue.

6. At Your Tax Information, fill out the same information used on your tax exempt certificate or document, then Save and continue.
   Note: All fields are required for immediate sales tax exemption.

7. At Select a reason for creating this document, select which reason is appropriate, and then Continue

8. You will then be presented with the appropriate form for tax exemption. Fill the out the questions as needed. You can also view the form in full.

9. To process the exemption certificates, fill out the Signer Information along with your signature and click Save and continue.

10. Calendly will then process the request.

11. Within the Upgrade section, you will see Tax exemption applied and your new tax-free bill total. When ready, select Upgrade to complete the process.

If you’ve already upgraded your Calendly subscription

If you’ve upgraded your Calendly subscription in the past or have become tax-exempt, you can submit documentation for sales tax exemption at any time on your Billing page.

1. From any Calendly page, select Account in the top right hand corner, then Billing.

2. Under the section labelled Billing information, then Submit tax-exempt documentation.

3. Enter the state on your billing address and Continue.

4. At Your Tax Information, fill out the same information used on your tax exempt certificate or document, then Save and continue.
   Note: All fields are required for immediate sales tax exemption.

5. At Select a reason for creating this document, select which reason is appropriate, and then Continue

6. You will then be presented with the appropriate form for tax exemption. Fill the out the questions as needed. You can also view the form in full.

7. To process the exemption certificates, fill out the Signer Information along with your signature and click Save and continue.

8. Calendly will then process the request, and you will be notified on the billing page upon approval.