How Do I Manage Tax Exemption in Breeze Connected to Tithely Billing?

Summary: This guide explains how Breeze customers who are connected to Tithely billing can navigate to the correct billing page to manage and upload their tax exemption documentation.

Before You Begin

• This specific workflow applies only to Breeze customers whose billing has been migrated to or is connected with Tithely billing.
• You will need Admin permissions to access the Account Settings and billing areas within Breeze.

Step-by-Step Instructions

1. Log in to your Breeze account.
2. Click the Account Settings icon (gear icon) located in the top right-hand corner.
3. Select Manage Account from the menu on the far left-hand side.
4. Click on Bills and Payment.
5. Click the button provided to be securely redirected to the Tithely Billing page.
6. Click on Tax Exemption from the left-hand side menu on the billing page.
7. Follow these direction: Managing Your Sales Tax Exemption Status

Troubleshooting & FAQs

• Why don't I see the Tax Exemption option in Breeze directly? Because your billing is managed through Tithely, all subscription-related billing and tax documents must be handled directly on the Tithely billing page rather than inside Breeze.
• What address should I use on my tax exemption certificate? You must use the official Tithely/Breeze address: 901 Woodland St, Ste 104, Nashville, TN 37206, and list "Tithely" or "YourGiving Inc" as the seller or vendor.