Apply for tax exempt status for Office 365 for business

If you qualify for tax exempt status in your country or region, use the following steps to create a service request to establish tax exempt status for your Office 365 subscription, and provide the following documentation:

Location

Documentation

United States and Canada

Sales Use Tax Certificate

Puerto Rico

Certificado de Compras Extentas

Ireland

13B/56A Tax Exemption Certificate

International organizations that hold tax exemption

Certification/letter confirmation from relevant local tax authorities

  1. Sign in to Office 365 with your work or school account as a global admin. Learn how to sign in.

  2. Select the app launcher icon Office 365 app launcher icon in the upper-left and choose Admin.

  3. In the Office 365 admin center, choose Support > Overview, or Support > Support.

    Your screen might look like either of the following screenshots:

    Screen shot of the Support menu in the new Office 365 Admin Center, with Support selected.

    Screen shot of the Support menu in the Office 365 Admin Center, with Overview selected.

  4. Under Create a service request, choose Billing and product info.

    Screenshot of the Create a service request menu in the Office 365 Admin Center with the "Billing and product info" option selected.

  5. Fill out the identify the issue page:

    1. In the Feature list, select Payments and Credit Cards.

    2. In the Symptom list, select Tax questions.

    3. In the Issue summary and Issue details boxes, provide a detailed description, along with your name and phone number.

    4. Choose Next.

    Screenshot of the "identify the issue" page in the Office 365 Admin Center Service Request form.
  6. On the Review suggestions page, choose Yes, continue.

    Screenshot of the "Review suggestions" page in the Office 365 Admin Center Service Request form.
  7. Fill out the Add details page:

    1. Answer the questions and provide your email address.

    2. Choose Attach a file and attach your tax exemption documentation.

    3. Choose Next.

    Important: In the United States and Canada, make sure that your sales and use tax documentation is signed and dated (if a signature and date line is required in your area), and has either “Microsoft” or “Microsoft Corporation” in the seller/vendor field ("msft," "MS corp," or other variations are not acceptable).

    Screenshot of the "add details" page in the Office 365 Admin Center Service Request form.
  8. On the confirm and submit page, fill in your contact information, and then choose Submit request.

    Screenshot of the "confirm and submit" page in the Office 365 Admin Center Service Request form.

After you submit your service request, Support will let you know when your tax status is verified.

If you're approved for tax exemption, you're marked as tax exempt in Office 365 and no further tax is charged for the duration of the tax certificate. Additionally, Support requests a credit for previously charged tax.

Leave us a comment

Were these steps helpful? If so, please let us know at the bottom of this topic. If they weren't, and you're still having trouble, tell us what you were trying to do, and what problems you encountered.

Still need help? Contact support.

As an admin for Office 365 for business, you get free access to our knowledgeable support agents for pre-sales, account, and billing support, as well as for help resolving technical issues. You can also contact support on behalf of Office 365 users in your organization.

Get help from the Office 365 community forums Admins: Sign in and create a service request Admins: Call Support

Note: If you’re using Office 365 operated by 21Vianet in China, please contact the 21Vianet support team.

See Also

What tax will I be charged for Office 365?

Billing in Office 365 for business – Admin Help

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