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TaxWisp: Automate TaxExemption
- by Smaitik Ventures
- Free plan available
- by Smaitik Ventures
- Free plan available
Automate tax-exempt sales for B2B, nonprofits, resellers & government. Validate certificates, speed up checkout & stay compliant.
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About the TaxWisp: Automate TaxExemption
TaxWisp automates sales tax exemption workflows for Shopify stores working with resellers, nonprofits, schools, government agencies, and B2B customers. The app handles tax-exempt certificate collection, validation, approval, and secure storage with audit-ready documentation. It reduces manual errors and speeds up tax-exempt checkout through automated customer tagging, eliminating the need for refunds. Features include guided exemption requests, automatic certificate validation, expiry alerts, compliance analytics, and centralized dashboards with email notifications. Store owners get flexible cloud storage options and a seamless store-embedded experience. Built for any Shopify store size or plan that needs accurate tax exemption handling to improve compliance, customer experience, and grow tax-exempt sales.
Launched: October 14, 2024
Key features
- Guided tax-exemption requests & document submission for better exempt experience
- Automated certificate validation, approval & secure audit-ready storage
- Auto customer tagging for seamless tax-exempt checkout, no manual refunds
- Expiry alerts, analytics & compliance insights for effective tracking
- Store-embedded tax-exemption experience & flexible cloud storage choice
Integrations with:
- Checkout,
- Shopify Admin
Category:
Pricing of TaxWisp: Automate TaxExemption
Basic Plan
Free
- Streamlined tax-exemption handling
- Guided tax-exemption request submission
- Manual or auto-approval of exemptions
- Approve up to 30 tax-exemption requests
- Auto & custom exempt customer tagging
- Instant tax-exempt checkout, no refunds
- Advanced styling options for Store Theme
- Automated email notifications & tracking
Standard Plan
$8 / month
- All features in Basic Plan
- Unlimited tax-exemption approvals
- Automated certificate expiry reminders
- Customizable exemption request flow
- Advanced Analytics on Exempted Sales
- Advanced Analytics on Exempted Customers
- Auto Tax Jurisdiction & Compliance Match
- Store co-branding with TaxWisp
Premium Plan
$19 / month
- All features in Basic & Standard Plans
- AI Co-Pilot for document validation
- AI-powered insights on exemption request
- Automated exempt certificate validation
- Validation against IRS/state websites*
- Bulk import of tax-exempt customers
- Store Embedded tax-exempt request forms
- Configurable certificate storage choice
