Table of Contents
I. Tax Status
I. Tax Status
Tax Status can be selected when the account details for the organization are first setup.
Only Organization Admins (users with Account Role of Administrator) can update subscription / tax information through the Boardable platform.
Note: the Yes / No tax status option is only available when the account is being setup; If something changes or the option was not properly selected, please contact email@example.com.
To select the proper tax status when first setting up the organization:
Click Subscription from the main menu panel
Click the Choose Plan button that coincides with the subscription plan desired
The Your order pop-up appears displaying what was selected along with the cost
Click Proceed to Checkout
The Add your account details pop-up displays
Click on the Pick an option arrow under Sales Tax Exempt
Click Yes or No (Yes if the organization is tax exempt and No if it is not)
Enter the State Tax Exemption Number (if available) and click Next
Complete the following screens to complete the plan sign up
II. Tax Exemption Number
The tax exemption number can be entered at anytime and is optional.
Only Organization Admins (user with Account Role of Administrator) can update subscription / tax information through the Boardable platform.
To add or edit the tax exemption number after the organization plan setup is complete:
Click Subscription from the main menu panel to view the Subscription Dashboard
Click the Add/Edit Payment Methods button
A window will pop-up displaying the current payment method
Click Payment Methods at the top of the pop-up window
Click Account Information
Click Sales Tax Exempt Number on the Account Details pop-up
Enter the sales tax exempt number in the box provided on the Update your account details pop-up
Note: the Sales Tax Exempt Number cannot be removed once saved, only edited
The Account Details pop-up will display the updated information
Click the x to close the pop-up window once satisfied
Overview of Subscription Dashboard: learn what the Subscription Dashboard is all about and why it is valuable
Change Subscription Plan: learn how to upgrade your subscription plan
Change # of Users on Subscription Plan: learn how to increase or decrease the number of users on the current subscription plan
Manage Account Information: learn how to update address information, account holder, etc.