If your organisation has a valid tax exemption certificate, we may be able to register it for qualifying future purchases.
What tax exemption covers
Once an exemption has been reviewed and registered, it can apply to eligible card, credit bundle, and subscription purchases made on behalf of and paid by the organisation.
The exemption must only be used for organisation purchases. Personal purchases by employees are not covered by the organisation's exemption.
Future purchases only
Tax exemption cannot be applied retrospectively to completed transactions when the certificate was not provided and the exemption was not established at the time of purchase. We are therefore unable to refund tax already collected on those purchases.
How to request tax exemption
Please email support@happytreecards.com with a copy of your tax exemption certificate. Include your organisation's legal name and the email addresses of employees authorised to make purchases on its behalf.
Where purchases are made through individual accounts rather than an organisation account, we can apply an approved exemption to the named authorised accounts for qualifying future purchases.
Keeping your exemption current
We record the certificate's expiry date. To keep tax-exempt status after it expires, please provide a valid updated certificate before the current certificate expires.
We review each request and may need further information before registering an exemption.