Tax & Finance50 States & Canada

Tax Exemption Desk

B2B & Wholesale Sales-Tax Exemption Certificate Manager for Shopify

Tax Exemption Desk allows merchants selling to wholesale, B2B, or non-profit customers to collect, validate, store, and manage sales-tax exemption certificates seamlessly. When wholesale buyers submit resale permits or 501(c)(3) documentation, the app validates state tax ID formats in real time, synchronizes tax-exempt status and custom tags directly to Shopify customer profiles via the Admin GraphQL API, tracks expiration dates with 30-day alerts, and generates RFC 4180 audit logs for state sales tax audits.

Launch Interactive Sandbox View Plans & Free Trial Technical Docs

System Architecture FlowUML Pipeline Model

Wholesale Exemption Verification & Shopify Checkout Sync Pipeline

Click any stage node to inspect data flow

STAGE 01Ingested

Storefront Ingress

Buyer Portal (/apps/tax-exempt)

Wholesale customer submits business permit & uploads scanned PDF certificate.

{ shopDomain, permitNumber, state, taxId, certFile }

STAGE 02Validated

Statutory Rule Engine

50-State Validation Core

Validates format against state revenue standards (CDTFA, TX Comptroller, NY DTF).

{ formatValid: true, stateCitation: 'Reg 1668', ocrCheck: 100 }

STAGE 03Synchronized

Shopify Admin Sync

GraphQL Admin API Client

Automatically updates customer record to taxExempt: true & applies custom customer tags.

{ customerUpdate: { taxExempt: true, tags: ['tax-exempt-wholesale'] } }

STAGE 04Secured

Audit Defense Vault

Immutable Audit Registry

Generates tamper-proof timestamped record & ready-to-export RFC 4180 audit binder.

{ auditId: 'AUD-CA-9041', hash: 'sha256:4f8a...', exportReady: true }

STAGE 01:Storefront Ingress — Buyer Portal (/apps/tax-exempt)

Wholesale customer submits business permit & uploads scanned PDF certificate.

Payload: { shopDomain, permitNumber, state, taxId, certFile }

Interactive State Permit Format Validator

Test 50-State Resale Permit Validation

Select a state and type a permit number to see real-time regex format verification and estimated wholesale tax elimination.

Jurisdiction

Permit Number

Annual Wholesale Volume

Valid Format for California (CDTFA)

Governing Rule: CDTFA Reg 1668

Automated Tax Eliminated at Checkout

$28,875 / year

Rapid Merchant Setup

5-Minute Setup Quickstart: Tax Exemption Desk

View Detailed Setup Docs

Install in 1 Click

Add the app to your Shopify store from the App Store. Setup takes 30 seconds with zero Liquid theme code edits.

Configure Review Rules

Open Settings in your Shopify Admin. Choose whether approvals require manual staff review or auto-tagging for trusted accounts.

Enable Buyer Portal

Wholesale buyers access your store's /apps/tax-exempt link directly from your navigation or checkout notice.

1-Click Approvals

Review incoming resale permits in Shopify Admin. Approved buyers automatically enjoy tax-free checkout.

Merchant Review Console Preview

Simulated Shopify Admin merchant dashboard with automated tagging and audit binder exports.

Zero Staff Login Required

shopify-admin / apps / domillio-tax-exemption

Live Storefront Checkout Sync Active

Domillio Tax Exemption Desk

v1.4.0

Automatic buyer verification & customer tax exemption tagging

Try Live Storefront DemoStore: domillio-tax-sandbox

Active Certificates

1,482

✓ 100% Audit Verified

Pending Review

Ready for 1-click approval

Exempt B2B Volume

$842.5k

0% transaction cuts

States Automated

50 + DC

SST & MTC compliant

Recent Buyer Submissions & ApprovalsAuto-Tagged • Checkout Exempt

Apex Industrial Wholesale LLCVerified & ActiveShopify Tag: tax-exempt

Permit: 102-849102-00001 (California CDTFA-230)•Doc: ca_resale_cert_apex.pdf•Tax Zeroed at Checkout

Lone Star Retail DistributionVerified & ActiveShopify Tag: tax-exempt

Permit: 320-948190-2 (Texas Comptroller 01-339)•Doc: tx_resale_cert.pdf

NEW

Empire State Boutique Co.Pending 1-Click ReviewSubmitted 3m ago via Storefront App Proxy

Permit: NY-98124910 (New York ST-120)•Format Check: Valid NY Tax Format

Governing Statutory Authorities & Standards

⚖️ Streamlined Sales and Use Tax Agreement (SSUTA)

⚖️ California Sales and Use Tax Reg. 1668 (Resale Certificates)

⚖️ Texas Tax Code § 151.054 (Resale and Exemption Certificates)

⚖️ New York Tax Law § 1132 (Resale and Exemption Certificates)

⚖️ IRC § 501(c)(3) (Non-Profit Organizations)

Core Technical Capabilities

Real-time state tax ID format validation for all 50 US States, DC, and Canadian GST/HST
Automated Shopify customer tax-exempt flag (taxExempt: true) and custom customer tags
Theme-native buyer self-service upload portal (/apps/tax-exempt) with anti-spam protection
30-day advance expiration warning engine and tailored statutory renewal notice generator
1-click RFC 4180 CSV export with OWASP formula injection protection for state audits
Direct verification links to official Department of Revenue and Comptroller lookup portals

Merchant Business Impact

Eliminate manual refund calculations and post-purchase tax adjustments for wholesale buyers
Defend against expensive state sales tax audit penalties with immutable digital records
Speed up B2B buyer onboarding with theme-embedded certificate upload forms
Prevent fraudulent tax-free purchases with instant regex pattern and checksum validation