Tax-exempt organizations

Who this article is for

Anyone representing a tax-exempt organization who wants to purchase ATLAS.ti without being charged sales tax or VAT.

How to purchase as a tax-exempt organization (United States)

To place a tax-exempt order in the United States, you must first obtain a Cleverbridge Document ID confirming your tax-exempt status.

Step 1 – Access the tax exemption application

1. Go to the ATLAS.ti online shop and select your product.
2. Proceed to the shopping cart.
3. Click “Are you a sales tax-exempt organization?”.
4. This will open the Cleverbridge tax exemption application portal.

Step 2 – Submit your tax exemption application

In the application portal:

• Enter your organization’s details
• Upload your tax-exempt certificate
• Complete all required fields (optional fields can be left blank)
• If your certificate does not include issue or expiration dates, you may use the signature date as the issue date.
• Alternatively, you can submit your exemption certificate directly to Cleverbridge via email at:

payments-us@cleverbridge.com

Step 3 – Receive your Cleverbridge Document ID

Cleverbridge will review your submission and validate your tax-exempt status. If approved:

• Your exemption will be marked as valid
• You will receive a Document ID via email

This Document ID can be used for your current purchase and future orders.

Step 4 – Complete your purchase

1. Return to the ATLAS.ti online shop
2. Add your product to the cart
3. Enter your Document ID during checkout

Once applied, the order will be processed without sales tax.

How to purchase as a tax-exempt organization (outside the United States)

• For customers outside the United States, tax exemption is handled differently and depends on local tax regulations.
• In many regions, business customers can enter a valid VAT ID during checkout to have VAT removed automatically.
• If VAT was charged or your VAT ID was not accepted, you may contact Cleverbridge Support with your VAT ID or tax documentation. They can review your request and, where applicable, adjust the invoice or process a refund.

Common issues and mistakes

• Trying to apply tax exemption without a Document ID (USA)
  • A valid Cleverbridge Document ID is required before tax can be removed at checkout.
• Submitting incomplete or incorrect exemption certificates
  • Applications may be rejected if documents are:
    • Missing required fields (e.g., signature, date)
    • Outdated or invalid
    • Not issued for the correct state or organization
• Expecting tax exemption options outside the USA at checkout
  • For non-U.S. customers, tax exemption must be handled manually via Cleverbridge, not in the shopping cart
• Not realizing the Document ID can be reused
  • Once issued, your Document ID can be used for future purchases without repeating the application process.

When to contact support

ATLAS.ti is the manufacturer of the ATLAS.ti software, while Cleverbridge manages all orders, payments, and tax-related processes. For any questions related to tax exemption, VAT, invoices, or payments, please contact Cleverbridge, as they handle all sales and billing matters for ATLAS.ti.

Send your order details and relevant tax documentation to payments-us@cleverbridge.com