Managing Tax Exempt documents on your account is quick and easy.  Once you have an approved tax document on file in the state where your event is taking place & the Tax Exempt Organization has visited the Direct Pay Screen to apply their credit card or terms for payment, the tax will be removed from your invoice. To manage tax exemptions for your exempt organization's account, follow these steps:

1. Create or Log into Your Account:

   • If you don't have an account, it's recommended to register one. You can find instructions on how to register by clicking here.

2. Navigate to Administration Tab:

   • Once logged in, go to the Administration Tab in your account.
   • If you are not the Administrator of your account, please navigate to your Profile where you will find your Admin's email address.  You'll need your account admin to upload/manage these documents.

3. Access Manage Tax Exemption:

   • Look for the "Manage Tax Exemption" link located in the bottom right corner of the Administration Tab screen.

4. Access Avalara Tax Portal:

   • Clicking on the Manage Tax Exemption link will open a new browser window, directing you to the tax portal through Avalara, our Tax Compliance Management Partner.

5. Upload or Update Tax Forms:

   • In the Avalara portal, you can upload new tax forms or update existing ones. 
   • Note - Different states and types of exemptions may require specific information, which you will be guided through during the registration process.
   • Your tax form should be fully filled out & must include the following:
     • The Tax Exempt Organizations Full Legal Name
     • Tax Exempt Organizations address
     • Original signature of the Tax Exempt Organizations Certificate Holder
     • Seller Information - Party Rental Ltd. 275 North Street, Teterboro NJ 07608
     • Checked Box noting if the form is a Single Use or a Blanket Form

6. Verification Process:

   • After uploading the tax form, Avalara will verify its validity. 
   • This verification process usually takes up to a week. During this time, Party Rental will consider the form valid unless deemed otherwise.

7. Payment Process:

   • An invoice can only be viewed without tax once your tax exempt organization's tax form is approved and payment is applied to the invoice
     • Please note that once payment is applied, your credit card is not charged until 1 business day prior to the delivery date
     • Payment will only process immediately if your delivery date is within the 1 business day period
   • To apply payment to your event, navigate to the Payment Portal and log into your account. Enter the Event Number and Event Date to access the total amount due without tax. You can then proceed to enter your credit card information for payment.

Following these steps should help you manage tax exemptions efficiently through your online account with Avalara.