TaxWisp Standalone Integration
An overview of all capabilities available in the TaxWisp Standalone integration.
Customer Portal Redirect
Redirect customers from your storefront to the TaxWisp Customer Portal to complete their tax exemption request.
Your backend calls the TaxWisp Customer Session API, receives a secure redirectUrl, and sends the customer there. TaxWisp handles document collection and submission entirely.
Embedded Widget
Let customers submit tax exemption documents without leaving your application using the TaxWisp Embedded Widget.
Your backend creates a customer session, then your frontend calls window.showTaxExemptionForm() to open a modal. The customer can also fall back to the full Customer Portal if needed.
Tax Exemption Data Sync
Pull approved tax exemption records from TaxWisp into your own database using the Data Sync API.
Use incremental pagination via nextToken to efficiently sync only new or updated records. Filter by a specific customer using the cid parameter.
Analytics Data Sync
TaxWisp periodically pulls order data from your Orders API to power tax-exemption analytics and reporting.
Expose a single paginated GET /orders endpoint. TaxWisp handles pagination, transformation, and storage.
Miscellaneous
Additional seller-facing capabilities available in TaxWisp.
| Feature | Description |
|---|---|
| Store Location | Sellers can add and manage their store location directly from within the TaxWisp app. |
| Team Invitations | Sellers can invite additional members to their account. Invited members can view all tax exemptions and take action on them. |
| API Key | Sellers can find and manage their API key from the Settings page of their TaxWisp account. This key is used to authenticate requests to the TaxWisp Integration API. |