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.
To validate your tax exemption status immediately, fill out the Your Tax Information section in its entirety without leaving any empty fields and then select Purchase will be used by a religious or educational organization. Any other selection will result in your Calendly subscription being subject to state sales tax.
Then, fill out the Signer Information. The signature required does not have the be one from an authorized signer from your organization. This is just to verify that you are the one uploading the tax information.
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.
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. To get started, see How to submit sales tax documentation when you upgrade your Calendly subscription for the first time.
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. To get started, see How to submit sales tax documentation if you've already upgraded your Calendly subscription.