Features & Workflows

An overview of all capabilities, operational workflows, and integration features available in the TaxWisp Platform Independent App (Any Ecommerce Platform).

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Core Features Summary

Feature	Primary Purpose	Implementation Method	Documentation
Customer Portal Redirect	Redirect buyers to a hosted TaxWisp portal for document collection.	Backend Session API call + browser redirect	Portal Redirect Guide
Embedded Widget	Let buyers submit tax exemption forms in an interactive modal directly inside your store.	CDN Script + Stylesheet + window.showTaxExemptionForm	Embedded Widget Guide
Tax Exemption Data Sync	Synchronize approved exemption records into your local store database.	Backend polling with nextToken pagination	Data Sync Guide
Analytics Data Sync	Transmit completed orders to TaxWisp for compliance and tax exemption reporting.	Expose a paginated GET /orders endpoint	Analytics Sync Guide

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1. Customer Portal Redirect

The Customer Portal Redirect offers the quickest implementation path for any ecommerce store. Your backend calls the TaxWisp Customer Session API, receives a secure, short-lived redirectUrl, and forwards the buyer to the hosted TaxWisp Customer Portal.

• Zero Client Maintenance: Document collection, certificate scanning, validation, and file uploads are hosted entirely by TaxWisp.
• Mobile Friendly: Designed to work across desktop browsers, mobile devices, and in-app web views.
• Secure: Sensitive tax documentation and certificate uploads bypass your server entirely.

→ Read the Customer Portal Redirect Guide

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2. Embedded Widget

The TaxWisp Embedded Widget keeps the customer on your storefront or account portal without page reloads.

• Frictionless Experience: Opens an in-page modal directly above your checkout or account page.
• Dual Flow: Allows customers to complete submissions within the modal or seamlessly click "Continue in TaxWisp Portal" if they prefer a larger desktop screen.
• Easy CDN Integration: Single CSS file, single lightweight JavaScript bundle, and a global JavaScript function call:

  window.showTaxExemptionForm({
    authToken: sessionToken,
    redirectUrl: sessionRedirectUrl
  });

→ Read the Embedded Widget Guide

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3. Tax Exemption Data Sync

Once customers submit their tax exemption certificates, your ecommerce application must know which customers are exempt and in which states. The Data Sync API enables your backend to pull updated exemption records directly from TaxWisp.

• Incremental Sync: Uses a persistent nextToken cursor so your server only retrieves records that have changed since your last sync.
• Targeted Lookup: Query records for a specific buyer by passing the customer ID (?cid=customer-12345).
• Flexible Statuses: Access approval states (APPROVED, OPEN, EXPIRED, REJECTED) and jurisdiction lists for dynamic cart tax calculations.

→ Read the Tax Exemption Data Sync Guide

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4. Analytics Data Sync

TaxWisp provides compliance tracking, audit-ready reporting, and analytics on how much sales tax was exempted across jurisdictions.

• Automated Pull Model: Your application exposes a secure, paginated GET /orders endpoint that TaxWisp queries periodically.
• Comprehensive Insights: Tracks total exempt orders, revenue by exempt state, active certificate counts, and expiring exemptions.
• Customizable Auth: Supports custom API keys, bearer tokens, and query parameters configured in the TaxWisp dashboard.

→ Read the Analytics Order Data Sync Guide

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Operational Workflows for Store Teams

Beyond the technical APIs, TaxWisp provides key operational workflows within the TaxWisp Merchant Dashboard:

1. Certificate Review & Approval: Compliance officers can inspect uploaded PDF/image certificates, verify business IDs against state registries, and approve or reject submissions with customer notes.
2. Audit Preparation: Export comprehensive tax exemption reports with linked certificates to satisfy state Department of Revenue audits.
3. Nexus & Jurisdiction Management: Configure store locations to ensure customers are only exempted in states where your business has legal tax obligations.

For setup instructions on store locations, teams, and API keys, see the Integration & Configuration Guide.