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Welcome David Moliterno,
Thank you for reaching out on the Microsoft Q&A forum. I understand you'd like to have tax-exempt status applied before completing your Windows 11 Pro upgrade purchase, and I'm happy to help point you in the right direction.
To make sure I guide you to the correct resource, could you please confirm the following:
- Is this purchase being made with a personal Microsoft account (e.g., @outlook.com, @hotmail.com, @live.com) or with a work/school account provided by your organization?
- Is the tax-exempt status you'd like applied for an organization (such as a business, school, government entity, or nonprofit), or for yourself as an individual?
Once I have this information, I'll be able to share the most appropriate next steps.