Overview
HeartMath accepts Purchase Orders from schools, government entities, and other eligible institutions. If your organization qualifies for Tax Exempt status, we can set up your account to ensure you are not charged sales tax.
Please note that you cannot place Tax Exempt orders directly through the standard website checkout without prior account setup. Follow the steps below to ensure your order is processed correctly.
Step-by-Step Submission Process
1. Prepare Your Documents Ensure you have digital copies (PDF preferred) of the following:
- Purchase Order (PO): Clearly stating the items, quantities, and billing/shipping details.
- Tax Exempt Certificate: A valid certificate issued by your state or local government.
2. Submit via Email Send an email to support@heartmath.com with the subject line: “Purchase Order and Tax Exempt Request – [Your Institution Name]”.
- Attach both the PO and the Tax Exempt Certificate.
- Include the best contact name and phone number for your organization.
3. Account Verification & Processing Once we receive your email, our Support staff will forward your documents to the School and Education Department.
- Step A: We will manually update your customer account in our system to reflect your Tax Exempt status.
- Step B: After the tax status is verified, we will process your Purchase Order.
4. Order Confirmation You do not need to take further action after emailing your documents. A member of our department staff will review the order and contact you directly to confirm that the order has been placed or to request any missing information.
Have questions about an existing PO? Please reply to your original email chain or contact support at (800) 450-9111 so we can check the status of your institutional order.