North Carolina

North Carolina allows nonprofits to file the E-585 form twice per year to receive sales tax refunds. If an organization paid sales tax in more than one county in North Carolina, they must report sales tax expenditures for each county they paid tax in. Givefront helps North Carolina organizations track sales tax expenditures on a county by county basis, and ensures that no purchase are double counted.

Find your nonprofit Sales and Use Tax Account Id

At some point, your organization should have been notified by the North Carolina Department of Revenue (NCDOR) that you are eligible for sales tax refunds. Along with such notification, you should have received a nine-digit account id beginning with "72".

This account id, along with your National Taxonomy of Exempt Entities (NTEE) code is required to submit form E-585. Enter your account id and NTEE code into Givefront so that we can prefill it in the E-585 form. You can also select a member from your organization to serve as the primary contact in order to have their contact information prefilled.

If you do not have a Tax Account Id, you can follow these instructions to request one.

Start Tracking

The main tax dashboard can be accessed via the Sales Tax tab on the sidebar. For a given half-year, it shows which transactions are ready to be refunded, which transactions need additional information, and which transactions are ineligible. In order to mark a transaction as ready to refund, it must have a sales tax amount inputted, a North Carolina country selected, and a receipt uploaded.

When a receipt is uploaded for a transaction, Givefront attempts to extract the amount of tax spent from the receipt. If the sales tax can't be extracted from the receipt, it must be added manually.

Create A Refund

After June 30th and after December 31st of a given year, you can "Create a refund" to generate your E-585 form and the E-536R form. It will mark all eligible transactions for the period as refunded, and prefill the E-585 and E-536R forms.

Refund History

You can view past refunds by clicking on the Refund History button. For each refund, you will be able to view the total refund requested, download a zip file of all receipts associated with the refund, and download your prefilled E-585 form. If your organization paid sales tax in more than one country, there will also be a prefilled E-536R form which must be submitted alongside the E-585 form.

After the refund is created on Givefront, it will have a status of "started". When your organization mails in the E-585 form, you can manually update the status to "submitted", and when you receive the refund you can update it to "received".