I need to attach a tax exempt form to an existing account for future payments.

  • mikevandre
    Asked on March 24, 2023 at 9:23 AM

    1679665045 641da79572a95  Screenshot 101679665045 641da79519a35  Screenshot 211679665045 641da7951a6b9  Screenshot 32

  • Janice_B JotForm Support
    Replied on March 24, 2023 at 9:32 AM

    Hi Dessi,

    Thanks for reaching out to Jotform Support. Just to confirm, do you want to subscribe to our non-profit discount? If so, you can fill out your application form at this link.

    Your submitted information will be reviewed after you submit the form. Within 24 to 48 hours, you will receive a confirmation at the email address you provided on the application form.

    Let us know if you have any other questions.

  • mikevandre
    Replied on March 26, 2023 at 7:10 PM

    I have filled out the required form and uploaded our tax exempt certificate. Will it automatically reduce the cost of our membership? Or do I need to do any further action?


    Dessi

  • Rene JotForm Support
    Replied on March 27, 2023 at 12:59 AM

    Hello Dessi,

    Thanks for getting back to us. I've forwarded this to our Billing team to get their help. Once we hear back from them we'll update you on this thread and let you know.

    Let us know if there's anything else we can help you with.

  • Rene JotForm Support
    Replied on March 27, 2023 at 9:39 AM

    Hello Dessi,

    Thanks for your patience and understanding, we appreciate it. I've been informed by one of our Billing team that the sales tax has been removed from the account.

    Let us know if there's anything else we can help you with.


  • mikevandre
    Replied on March 27, 2023 at 10:05 AM
    Do you remember how I sent the message and asked if we needed to do
    anything further to make sure we got the 50% discount on the subscription?
    This is the response to that. Looks like they are just going to double
    check the rates are correct.
    Dessi
    ...
  • Israel JotForm Support
    Replied on March 27, 2023 at 10:16 AM

    Hello Dessi,

    Thanks for getting back to us. As checked on the account, you're already on Bronze Monthly - NonProfit for this month. Non-Profit discount will be applied for the succeeding months. Please refer to this guide on How-to-Check-Invoices.

    Reach out again if you have any other questions