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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.

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 Certificate Storage​

Store exemption certificates in a centralized, secure repository.

Depending on your plan, you can choose between:

  • TaxWisp Secure Storage

  • Shopify CDN Storage

All exemption records remain organized, searchable, and audit-ready.

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.

Tax Claim Widget​

The Tax Claim Widget allows storefront customers to request tax exemption using just an email address, complete their purchase without delay, and submit their official tax certificates post-purchase via a secure magic link.

For merchants, this provides:

  • Zero checkout friction and reduced cart abandonment

  • Automated post-purchase document collection via secure magic links

  • Clear order visibility with automatic Shopify order tagging

  • Full administrative control to review and approve certificates before applying permanent exemptions

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

Flexible Document 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.

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.