Add District Tax-Exempt Form

Add your district's tax-exempt form to streamline the billing process.

Who is this for? #

A District Admin in Presto Assistant who needs to add or update the district's tax-exempt form.

Detailed steps #

  1. From the Dashboard, press the Billing Overview item in the left navigation menu.

Settings menu highlighting the See all settings button.

Go to Billing Overview from the left navigation menu
  1. On the Billing Overview page, press the "Add" button in the Tax-Exempt Form section.

Tax-exempt section with arrow pointing to the Add button.

Press the Add button in the Tax-Exempt Form section
  1. Upload your district's tax-exempt form by dropping the file in the designated area.

Upload input showing where to drop the tax-exempt form.

Upload the tax-exempt file
  1. After you add the image, the file name will appear below the upload area. Press the button labeled "Upload Tax-Exempt Form" to complete the upload.

Upload input showing file name just below.

Press the Upload Tax-Exempt Form button.

Update an Existing Tax-Exempt Form #

  1. Get back to the Billing Overview page by pressing the Billing item in the left navigation menu.
  2. In the Tax-Exempt Form section, press the "View" button to see the current tax-exempt form.

Tax-exempt section with View button highlighted.

Press the View button to see the current tax-exempt form
  1. Follow steps 3 and 4 from the "Detailed steps" section to upload a new tax-exempt form.
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