Chicago AWS tax

*Important Announcement. Please read carefully.*

As of May 1, 2022, Amazon Web Services, Inc. is collecting and remitting any applicable City of Chicago Lease Transaction Taxes on AWS Marketplace sales to buyer accounts with a Chicago address. Please ensure any applicable exemption certificates are up-to-date on your Chicago accounts (if any). For more information, please see: https://aws.amazon.com/tax-help/marketplace-buyers/

If you are a Marketplace buyer who has existing City of Chicago exemption(s) on file with AWS
There is no action required as your existing US exemption(s) will continue to apply. However, you will be able to view and manage these exemptions on your Tax Settings page of your AWS Billing Console via the steps detailed below.

If you are a Marketplace buyer who wants to upload new City of Chicago exemption(s) to your account(s)

Please follow the steps detailed below in order to upload and manage your US tax exemptions on the Tax Settings page of your AWS Billing Console. Any submitted exemption documents will be reviewed by our Customer Support team within 24 hours. If we need any additional information, or if any of your documents have been rejected, we will contact you by support case.

If you do not have a Chicago account, no action is required.


If you have any questions, please create a case with Customer Support.

Regards,
AMAZON WEB SERVICES, INC.

Directions for uploading US tax exemptions

Step 1:- Update identity-based policies (IAM policies) permissions for viewing “Tax exemption” tab under “Tax Setting” page on billing console (you can refer to the detailed steps here:- https://docs.aws.amazon.com/IAM/latest/UserGuide/tutorial_billing.html)
Step 1.1: Activate IAM Access setting controls IAM user and role access to “Tax exemption” tab under “Tax Setting” page
Step 1.2: Create custom policies that grant both view and full access permissions to “Tax exemption” tab within the Billing and Cost Management console.
Step 1.3: Attach billing policies to your user groups
Step 1.4: Test access to the billing console
Billing documentation update:- https://docs.aws.amazon.com/awsaccountbilling/latest/aboutv2/billing-example-policies.html - provide example:-

To view US tax exemptions and create support cases:
   {
      "Version": "2012-10-17",
      "Statement": [
         {
            "Action": [
               "tax:GetExemptions",
               "tax:UpdateExemptions",
               "support:CreateCase",
               "support:AddAttachmentsToSet"                        
            ],
            "Resource": [
               "*"
            ],
            "Effect": "Allow"
         }
      ] 
   }

Permission name

Description

tax:GetExemptions

Grants IAM users read-only access to view exemptions history

tax:UpdateExemptions

Allows IAM users to upload an exemption from the US tax exemptions console

support:CreateCase

Allows IAM users to file support cases; required to upload exemption from tax exemptions console

support:AddAttachmentsToSet

Allows IAM users to attach documents to support cases; required to attach exemption certificates in exemption upload from tax exemption console

Step 2: Once IAM permissions are completed, customers may follow the following steps on the UI to upload their US tax exemption for the account they are signed in:-
Step 2.1 (for customers do not have existing tax exemption) : Click “Set up tax exemption” on landing page
Step 2.1 (for customers have existing tax exemption) : Click “Add tax exemption” on landing page
Step 2.2: Specify exemption type and jurisdiction
Step 2.3: Upload certificate document
Step 2.4: Review and submit the request
AWS support team will take around 24 hours to review your case and provide a response. If we need any additional information, or if any of your documents have been rejected, we will contact you by support case.
If the exemption is approved, it will show up on the “Tax exemption” tab as an “Active” exemption with the validity period.
If the exemption is rejected, you will received a rejection email via the support case.