Olive Helps - Onboarding Documentation
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  • Overview
  • Choosing an Administrator
  • Configuring your Infrastructure and System Requirements
    • Granting Firewall and AntiVirus Access
    • System Requirements
    • Security / IT FAQs
  • Getting Started with Olive Helps
    • Downloading and Installing Olive Helps
    • Creating an Olive Account
    • Distributing Olive Helps
  • Configure Your Organization
    • Updating Your Name and Logo
    • Configuring Loop Permissions
    • Setup SSO using Azure Active Directory
    • Setup SSO using SAML
    • Custom User Management
    • Tax Exemption Status
    • Managing Your Application Updates
  • Quick Reference Loop Help Documentation
    • How to Use the Quick Reference Loop
      • Accessing the Quick Reference Loop*
      • Setting up Your Quick Reference Loop with a Knowledge Area
      • Fixing Errors with Your Knowledge Area
      • Editing, Deleting & Navigating a Knowledge Area
      • Searching for Content
      • Submitting Feedback
  • Sidenote Cloud Sync Documentation
    • Sidenote Cloud Sync Overview
  • Getting Help
    • Olive Helps Support
    • Loop Support
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  1. Configure Your Organization

Tax Exemption Status

Requesting Tax Exemption for purchases with Olive Helps.

PreviousCustom User ManagementNextManaging Your Application Updates

Last updated 2 years ago

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Requesting Tax Exemption for an Organization

If your organization qualifies for Tax Exempt status as defined by the , you may be eligible for sales tax exemptions when making purchases in the Olive Helps Loop Library.

To begin the process of obtaining Tax Exempt status for your organization, make sure your Organization is updated with your current address.

  1. From the Loop Library, select your Organization.

  2. From the Organization Menu, find the Profile & Settings tab on the left, then the Organization Details.

  3. Click Edit next to the Tax-Exempt Status and select My organization is tax exempt. This will require an address for your organization to be entered before saving.

Once the address entered is up to date for your organization, please to ensure the rest of your paperwork is on file.

U.S. Internal Revenue Service
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