Note: If you're in CT, DC, KY, MD, MA, NM, NY, OH, PA, RI, TN, TX, UT, VT, or WV then this applies to you!
We know how frustrating it can be when a tax exemption certificate expires unexpectedly, leaving you with surprise sales tax charges on your next bill. That's why we've built something to help you stay ahead of it!
Automatic email reminders
Planning Center now automatically sends friendly email reminders one month before your Tax Exemption Certificate expires, giving you plenty of time to upload your updated certificate and maintain your tax-exempt status.
No more surprise tax charges
You'll get a heads-up with clear instructions on exactly what you need to do and when, plus direct links to upload your new certificate right from the email.
This proactive approach means one less thing to worry about in your busy schedule, and your church finances stay exactly where you expect them to be.
The Trust & Safety Team