How Can I Set Up and Use a Tax-Exempt Account at Lifeway?

If you are looking to place tax-exempt orders with Lifeway, you will need to follow specific steps to set up and manage your tax-exempt account. Below is a comprehensive guide detailing the process.

Setting Up a Tax-Exempt Account

Contact Customer Service: - If your organization does not already have a tax-exempt account, reach out to Lifeway's Customer Service Department to set one up. - Upon contacting, you will receive your account details, including an account number and a PIN, which are required for tax-exempt orders. - Phone: 1-800-458-2772 (option 2).
Submit Required Documentation: - After setting up the account, Lifeway will send an Application for Credit via email or mail. Fill it out and return it promptly. - Submit a copy of your tax-exempt letter, along with your account number, to Lifeway’s Tax Department. This can be sent via fax to 615-251-3773 or emailed to taxexemption@lifeway.com.

Alternatively, you can upload your tax-exempt certificate directly through your Lifeway account. Switch to the church profile, navigate to the Tax-Exempt section, and follow the instructions to upload the certificate.

Approval Process: - Once the required documents are submitted, Lifeway’s Accounting Department will review your application. - Allow 3-5 business days for approval. Upon approval, your account will be flagged as tax-exempt.

Linking Your Tax-Exempt Account to Your Profile

Sign In to Your Profile: - Access your Lifeway account at my.lifeway.com and log in with your registered email.
Connect Your Tax-Exempt Account: - Under the Profile section, find and scroll down to the "Linked Organizations" area. - Add your church account number and accompanying 4-digit PIN to link the tax-exempt account to your profile.
Complete the Link: - Follow the prompts to finalize the linking process.
Verify Information: - If you encounter issues or do not have access to your account number or PIN, contact Lifeway's customer service team for assistance. Keep in mind that sensitive information (e.g., account PIN) cannot be shared via chat due to security policies.

If you do not have the 4-digit PIN, contact your church administrator first to obtain it. If unavailable, reach out to Lifeway support for further assistance.

Required Information

Before starting the linking process, ensure you have the following:

Church Account Number: This is the unique identifier for your church’s account.
4-Digit PIN: This PIN is associated with your church’s account and is required for linking.

Placing Tax-Exempt Orders

Once your tax-exempt status is applied and your account is linked, you can proceed to place orders using your tax-exempt privileges on Lifeway's online platform. Make sure to always use your linked profile and the organization account details during checkout.

Important Notes

The process may vary depending on whether your organization already has an account or is setting up a new account for the first time.
Always use the provided customer service number and email for submitting sensitive documents securely.
Ensure that your application for tax exemption is complete to avoid delays in account approval.
Double-check the accuracy of your account number and 4-digit PIN to avoid errors during the linking process.

For further help or specific questions, contact Lifeway Customer Service directly.

How can I set up and use a tax-exempt account at Lifeway?