[HOLD for payment 2024-08-09] [Payment Card / Subscription] Add Tax Exempt request flow to NewDot

[MitchExpensify]

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Issue reported by: @slafortune
Slack conversation: https://expensify.slack.com/archives/C036QM0SLJK/p1720720930027619?thread_ts=1720535536.055659&cid=C036QM0SLJK

Action Performed:

1. Open new.expensify.com/settings/subscriptions
2. Click the 3 dot menu in the "Subscription details" section:

3. Click "Request tax exempt status" button
4. Land in Concierge DM & Receive "I have received your request to set your account as tax exempt. Please attach a PDF of either your 501(c) or ST-119 here. Once that has been received and accepted, I'll get back to you here." message from Concierge
5. Provide 501(c) or ST-119 proof, send to Concierge
6. Concierge marks account as tax exempt in Supportal
7. We show a "tax exempt" badge in new.expensify.com/settings/subscriptions in the "Subscription details" section:

Workaround:

OldDot tax exempt flow

Platforms:

Which of our officially supported platforms is this issue occurring on?

• Android: Native
• Android: mWeb Chrome
• iOS: Native
• iOS: mWeb Safari
• MacOS: Chrome / Safari
• MacOS: Desktop

Screenshots/Videos

See above

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Issue Owner

Current Issue Owner: @abekkala

[melvin-bot]

Triggered auto assignment to @abekkala (NewFeature), see https://stackoverflowteams.com/c/expensify/questions/14418#:~:text=BugZero%20process%20steps%20for%20feature%20requests for more details. Please add this Feature request to a GH project, as outlined in the SO.

[melvin-bot]

⚠️ It looks like this issue is labelled as a New Feature but not tied to any GitHub Project. Keep in mind that all new features should be tied to GitHub Projects in order to properly track external CAP software time ⚠️

[melvin-bot]

Triggered auto assignment to Design team member for new feature review - @shawnborton (NewFeature)

[MitchExpensify]

The next steps here will be to flesh out the design for this flow in NewDot assuming we use the same backend flow

[MitchExpensify]

I assume this is the rough flow which is the same as OldDot:

1. Open new.expensify.com/settings/subscriptions
2. Click "Request tax exempt status" button
3. Land in Concierge DM & Receive "I have received your request to set your account as tax exempt. Please attach a PDF of either your 501(c) or ST-119 here. Once that has been received and accepted, I'll get back to you here." message
4. Provide 501(c) or ST-119 proof, send to Concierge
5. Concierge marks account as tax exempt in Supportal
6. We show a tax exempt badge in new.expensify.com/settings/subscriptions

[shawnborton]

Because this is not a mainline flow, I think we should place the "Request tax exempt status" button behind an overflow menu on the Subscription details card. It would look like this:

Thoughts @Expensify/design ?

Then we could do something simple like this when the subscription is indeed tax exempt: