Tax Exemption
Requesting tax exemption
Organizations requesting tax exemption status are required to submit their organization’s tax exemption certificate.
Tax Exemption submissions can be sent via email, fax or webform.
Tax exemption certificates requirements include:
- Certificate organization name should align with Pearson account name. The name on the exemption form must match the Pearson Account name used for delivery. If the name does not match, a letter explaining the relationship is required.
- A W9 is not acceptable for tax exemption, but may be used as back-up documentation to show a business name correlation: Example: Johnson Human Resources Group doing business as Johnson HR.
- Exemption certificate must have Pearson or NCS Pearson (not Pearson Education).
- Exemption state must match Pearson account shipping state.
- Exemption must be for assessments, software products, or services.
- Certificate must be signed.
Confirming tax exemption on a purchase
Currently, tax exemption status will not appear on Pearson website accounts. However, if tax exemption has been applied to your account you will see a zero dollar amount for taxes during the website checkout process. If full taxes show at the end of checkout, then tax exemption has not been applied to your account.
You may contact Customer Support for questions.