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  3. US ONLY – What is the process if a client needs to submit for Tax Exempt status?
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  3. US ONLY – What is the process if a client needs to submit for Tax Exempt status?

US ONLY – What is the process if a client needs to submit for Tax Exempt status?

  1. Customer provides a copy of their current government Tax Exempt Certificate
  2. Collect a copy of the customer’s agreement
  3. Email the customer’s Tax Exempt Certificate and copy of agreement to TaxExempt.ClientRequests@regus.com
  4. Please include in the subject line: Center Number, Customer Name and Customer Account Number.

The US Tax team will review the customer’s documents and respond appropriately. Either the exemption will be accepted and the tax setup will be entered in the system for FUTURE billing, or the exemption will be rejected and include the reasons for rejection.

Please note, it is possible for a customer to be tax exempt from some taxes and not all taxes; so, customers can continue to see taxes on their future invoices after the exemption request is accepted and entered in the system. If this affects your customer, it will be noted in the US Tax team’s response to you.

A new tax exemption setup in Titan will only affect taxes billed on FUTURE invoices created from that day forward. Once you have the US Tax team’s confirmation of the tax exemption setup, you can use that as supporting documentation to request for credits of taxes already previously invoiced.

Reference: Tax Exempt Requests – Process Guide | IWG Academy (learn.link)

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