For your initial purchase, due to a limitation in our billing system, the first invoice would reflect the tax charge if applicable depending on local and state laws. However, please submit a ticket via the Posit support form once you have purchased a plan and let us know the account ID, along with attaching a valid tax exemption certificate and any relevant supporting information.
Once the certificate is validated, we will mark the account as tax-exempt for future charges, and process a refund for any sales tax charged initially if applicable.
If you need a copy of our W9, you can find it here: https://posit.co/about/w9/