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How do I place a tax exempt order?

Do you have a tax-exempt certificate for your nonprofit? Learn how to use it and what benefits you can claim.

Updated over a month ago

Is your organization tax-exempt? Set tax-exempt status once and use it for all qualified orders.

  1. Sign in to your ezCater account

  2. Go to the payment screen of the order

  3. Click 'My order is tax exempt'

  4. You will be guided through one of two processes depending on your state and exemption type:

    • Online Form: You can directly fill out a state-specific exemption form with your organization's information to remove tax immediately

    • Upload a PDF: If an online form is not available, you will be prompted 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—this is normal. Place the order, and the full tax amount will be refunded to you once we verify your status within the next 1-2 business days.

  6. Your approved certificate is saved to your account profile. For all future orders in that state, your tax-exempt status will be applied automatically, so you won't have to complete this process again until your certificate expires.

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