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Self‑Service Tax Exemption
- by Simple Designs Co
- $9.99/month. Free trial available.
- by Simple Designs Co
- $9.99/month. Free trial available.
Let customers upload tax exemption certificates and checkout instantly. Approve, track expirations, and manage tax-exempt orders 24/7.
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About the Self‑Service Tax Exemption
Self-Service Tax Exemption Manager automates tax-exempt checkout for B2B, nonprofit, government, and resale customers. Buyers can submit certificate details, upload exemption documents, and complete checkout without contacting support. Merchants review applications through a centralized dashboard where they approve or reject certificates, manage customer tax status, and track certificate expirations. The app handles order holds and releases, reducing manual tax overrides and support tickets while keeping tax-exempt workflows organized and running 24/7.
Launched: July 23, 2026
Key features
- Self-service tax exemption submission
- Certificate/document upload
- Merchant approval dashboard
- Customer tax status management
- Certificate expiration tracking and Order hold and release workflow
Integrations with:
- Checkout
Category:
Pricing of Self‑Service Tax Exemption
Pro
$9.99 / month
- Self-service tax exemption form
- Resale certificate document uploads
- Centralized approval dashboard
- Approve or reject exemption requests
- Customer tax-exempt status management
- Certificate expiration tracking
- Automated order hold workflow
- Customizable storefront popup
