Tax exempt certificates for Shopify
Upload resale or exemption certificates, review extracted details, and approve tax-exempt customer status inside Shopify admin.
What it handles
Certificate review queue
Keep uploaded resale and exemption certificates tied to the customer record and review them before approval.
AI-assisted extraction
Extract business name, state, expiry, and tax ID details so the review starts with structured fields.
Shopify customer update
Apply approved exemption status to the customer in Shopify after the review step.
Private record handling
Store certificate metadata for review history while keeping full tax IDs out of plaintext storage.
What the app does
One job, done properly: collect a certificate, pull the details that decide the exemption, and set the customer's tax status in Shopify.
Certificate intake
Upload a resale or exemption certificate against the Shopify customer it belongs to.
Returns: A certificate on the customer record, queued for review.
Field extraction
Extraction reads the parts of the certificate that decide the exemption.
Returns: Business name, state, tax ID, and expiry as structured fields.
Customer tax status
Approve a certificate and the customer is set tax exempt in Shopify.
Returns: Updated tax status on the Shopify customer, with no manual edit.
Review dashboard
Track every certificate's status and keep a dated trail tied to the customer.
Returns: A reviewable history with expiry dates for compliance checks.
Read the certificate, not the PDF pile
A resale or exemption certificate is a page of fields someone usually retypes into the customer record. Upload it instead and the app pulls the parts that decide the exemption.
You review structured fields, not the raw scan: business name, state, tax ID, and expiry, with the certificate kept on the customer for the audit trail. Approve when it checks out.
Full tax IDs are kept out of plaintext storage, so the review shows a masked value.
Set tax-exempt status without a spreadsheet
Approval writes straight to Shopify: the customer is marked tax exempt and the certificate stays tied to their record, so checkout treats them correctly.
A dashboard lists which customers are exempt and which certificates are due to expire, so an exemption does not quietly go stale.
Exemptions stay attached to the customer with a review trail you can show an auditor.
Who it is for
Wholesale & B2B stores
Collect resale certificates from trade buyers and approve exemptions in a few clicks.
Finance & tax teams
Keep a dated record of every certificate and its expiry, so exemptions do not lapse unnoticed.
Multi-state sellers
Handle resale certificates from many states as orders come in, without a side spreadsheet.
Compliance
Show exactly which exemption rests on which certificate, with expiry dates on record.
Workflow
From upload to a structured result in a few steps.
Upload certificate
Attach a resale or tax exemption certificate to the Shopify customer.
Review extracted fields
Check business, state, expiry, and tax ID details before approval.
Approve exemption
Update the customer tax status and keep a review trail for future checks.
Technical details
The app is a packaged Paperwork workflow for Shopify. For API access, SDK embedding, or custom review screens, use the related pages below.
Data handling
Related Paperwork pages
For teams that need API access or broader document workflows.
FAQ
What does Paperwork Tax Exempt Certs do?
It gives Shopify merchants a certificate review workflow for uploaded resale and exemption documents, with extracted fields and a review trail.
Does it replace tax advice?
No. The app helps collect, extract, and review certificate details. Your team still decides whether a certificate is valid for your store and jurisdiction.
Where does the app run?
You install and run the app directly from the Shopify App Store, inside your Shopify admin.
What does it pull from a certificate?
Business name, state, tax ID, and expiry date. Full tax IDs are kept out of plaintext storage, so the review shows a masked value.
How much does it cost?
The app is free on the Shopify App Store.
Does it keep a record for audits?
Yes. It stores certificate metadata with a dated review history and shows a dashboard of certificate status and which customers are tax exempt.
Start with the app, scale through Paperwork
Install the app or talk to us about API, SDK, and workflow options.