There are a few states where there is tax exemption provided to customers on purchase of products.  In this scenario, a customer can contact the Citrix Customer Service team to open a Service Request (SR) to have their account reflect their tax exemption status.

Instructions

Follow the below procedure on how to contact Customer Service to get their tax exemption:

1. Contact Customer Service via Live Chat and follow the menu's instructions to speak to a Live agent.
2. Be prepared to provide the following details:
   • Org ID
   • name
   • Invoice Number.
3. Once the request is created, document the Case # for future reference.
4. Send a copy of the Tax Exemption Resale Certificate to our tax department using one of the following methods (be sure to mention the Case#): 
   
   • Email: citrix@issimage.com 
5. The tax department team will research and verify if you can get the tax exemption. If customer is eligible, the tax department will request a credit/debit via email & copy the customer on the request. Normally it takes 3 business days to verify the records.

Note: Tax exemption certificates are not valid for the State of Maryland. A self-authorization letter on the Company's letter head signed by the Executive, along with a mandatory statement as "This Software is solely used for commercial or business purposes in an Enterprise Computer System" sent to Citrix Customer Service will be required.