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How do I place a tax exempt order?

Learn how to apply tax-exempt status to your catering order during checkout

ezCater's guide to placing tax exempt orders

  1. Sign in to your ezCater account

  2. Go to the payment screen of your draft order

  3. Click Apply for tax exemption

  4. Follow the prompts to complete the set up of your tax-exempt status.

    • Online form: Fill out a state-specific exemption form online to remove tax immediately

    • Upload a PDF: If an online form is not available, follow the prompt to upload a PDF copy of your state-issued tax exemption certificate

  5. Submit your order—don't worry if you still see sales tax after uploading a PDF copy. Our team verifies your status and applies it to your account within the 1-2 business days.

  6. Your approved certificate is saved to your account profile.

    • For ezCater Enterprise, your saved certificate applies to all other team members on the account for all future orders.
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Ready to set up your tax-exempt account? Get started by filling out this form.

Keywords: tax exempt, sales tax, tax free, non profit, 501c3, donation, school, nonprofit organization, transfer

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