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Key Features

TaxWisp provides a complete set of tools to help Shopify merchants automate and simplify every stage of the sales tax exemption lifecycle. From collecting exemption requests to enabling tax-exempt checkout and maintaining long-term compliance, TaxWisp centralizes everything into a single, easy-to-manage platform.

Below is an overview of the key capabilities available in TaxWisp.

Guided Tax Exemption Requests​

Allow customers to submit tax exemption requests through a guided, user-friendly workflow. Customers can provide their exemption details, upload exemption certificates and supporting documents, and submit everything for review in one streamlined process.

Flexible Submission Experience​

Choose how customers submit their exemption requests based on the experience you want to provide.

TaxWisp supports:

  • Online Storefront Submission – Customers complete the request directly on your storefront without leaving your website.

  • TaxWisp Customer Portal – Customers are redirected to the TaxWisp Customer Portal, where they can submit requests and track their exemption status.

You can also choose between a traditional form-based experience or a guided questionnaire to simplify the submission process.

Manual & Automated Approval Workflows​

Review every exemption request manually, or automate the approval process using configurable approval workflows.

TaxWisp supports:

  • Manual approval

  • Automatic approval of all requests

  • Criteria-based automatic approval using AI validation

This flexibility allows you to choose the workflow that best matches your compliance requirements.

AI-Powered Document Validation​

TaxWisp AI Co-Pilot analyzes uploaded exemption certificates and extracts key information to assist with document verification.

The AI validation provides:

  • Document validation status

  • Confidence score

  • Validation insights

  • Extracted exemption information

These insights help merchants make faster, more accurate approval decisions while reducing manual review effort.

Criteria-Based Auto Approval​

Automate exemption approvals by defining approval criteria.

TaxWisp can automatically approve requests when the AI-validated certificate matches customer-submitted information, including:

  • Exemption ID

  • Tax Jurisdiction

This significantly reduces manual effort while maintaining approval accuracy.

Automatic Tax-Exempt Checkout​

Once a customer's exemption request is approved, TaxWisp automatically enables tax-exempt checkout for eligible purchases within the approved jurisdiction.

Customers no longer need to:

  • Request tax refunds

  • Resubmit exemption certificates for every order

  • Contact support before each purchase

Their exemption remains active until it expires or is revoked.

Tax Exemption Preclaim​

Allow eligible customers to claim tax exemption before submitting exemption certificates.

Instead of delaying purchases while customers gather exemption documents, Tax Exemption Preclaim allows orders to be placed immediately as Pending Verification. Customers complete the exemption request after placing the order, and once approved, the order proceeds to fulfillment. If the exemption request is rejected or not completed within the required timeframe, the order is automatically cancelled.

This workflow helps reduce checkout friction while ensuring merchants continue to fulfill only verified tax-exempt orders.

Customer Tagging​

Automatically apply exemption tags to approved customers.

You can also create custom tags to match your store's workflows, making it easier to:

  • Segment tax-exempt customers

  • Build Shopify automations

  • Integrate with third-party applications

  • Simplify customer management

Certificate Expiry Management​

TaxWisp continuously tracks exemption certificate validity.

Features include:

  • Configurable expiry periods

  • Automated expiry reminders

  • Expiration tracking

  • Easy renewal management

This helps ensure exemptions remain valid and compliant over time.

Secure & Flexible Certificate Storage​

Choose where exemption certificates are stored based on your business and compliance requirements.

Available options include:

  • TaxWisp Secure Storage – An encrypted, fully managed storage solution designed for sensitive tax documents.

  • Shopify Storage (CDN) – Store documents using Shopify's infrastructure while maintaining flexibility for your existing workflows.

Bulk Import of Tax-Exempt Customers​

Quickly onboard existing tax-exempt customers by importing exemption records in bulk.

Upload an Excel spreadsheet containing customer information, jurisdictions, and exemption details to eliminate manual data entry and accelerate implementation.

Store Co-Branding​

Create a consistent customer experience by displaying your store's branding throughout the exemption workflow.

You can customize:

  • Store logo

  • Customer-facing content

  • Extension labels

  • Request descriptions

Customers clearly recognize that the exemption process is part of your store experience.

Analytics & Reporting​

Monitor your exemption activity through a centralized analytics dashboard.

Gain insights into:

  • Tax-exempt sales

  • Exemption requests

  • Customer activity

  • Approval trends

  • Certificate status

Export reports whenever you need additional analysis or audit documentation.

Extend Enrollment​

Extend Enrollment allows customers with an approved exemption to request enrollment with other participating TaxWisp stores operating within the same jurisdiction.

For merchants, this provides:

  • Increased visibility to tax-exempt buyers

  • Organic customer acquisition

  • Additional sales opportunities

  • A better experience for repeat tax-exempt customers

Built for Growth​

Whether you're handling a handful of exemption requests each month or managing thousands of tax-exempt customers across multiple jurisdictions, TaxWisp is designed to scale with your business. By combining intelligent automation, AI-powered validation, configurable workflows, secure document management, and comprehensive reporting, TaxWisp helps merchants reduce administrative effort, improve compliance, and deliver a seamless tax-exempt purchasing experience.