Exemption Desk
- by Agilest Solution
- From $9/month. Free trial available.
- by Agilest Solution
- From $9/month. Free trial available.
Manage US sales tax exemptions and resale certificates in one place. Collect certificates, review requests, and track expiry dates.
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About the Exemption Desk
Collect US resale certificates and manage customer sales tax exemptions in one central location. This app helps you review exemption requests and track Shopify tax updates efficiently. Customers can verify their store sign-in, upload exemption certificates, and check their approval status anytime.
You control the approval process with manual review, instant acceptance, or rule-based decisions that follow your policy. Track certificate expiry dates, renewals, and complete decision history. The app includes a storefront hub and theme app extension for collecting private certificates directly from customers.
Optional nonprofit and government exemptions use Shopify's customer-wide tax settings. Note that automatic acceptance follows your configured rules but doesn't verify certificate authenticity or legal eligibility. Product-specific exemptions and per-order personal or business exemptions are not supported.
Launched: November 6, 2026
Key features
- Collect private certificates with a storefront hub and theme app extension.
- Choose manual, instant or rule-based decisions for resale certificates.
- Track Shopify tax updates, expiry, renewals and decision history.
Integrations with:
- Checkout
Category:
Pricing of Exemption Desk
Starter
$9 / month
- Manual and instant resale approval
- Private encrypted certificate files
- Customer application and status hub
- Shopify updates and review history
- Customer and merchant email updates
- Email support and setup help
- No certificate-count limit
Growth
$19 / month
- Everything in Starter
- Approval rules by state and validity
- Automatic organization approval
- Expiry tracking and renewal reminders
- CSV export and review tools
- Required-certificate checkout policies