Step-by-Step Merchant Guide

How to Automate Wholesale Tax Exemptions in 5 Minutes

Follow this quick walkthrough to configure your store, collect resale permits from wholesale buyers directly on your website, and approve exemptions with one click.

Initial Configuration (2 Minutes)

Configure Your Store Settings & Customer Tags

When you install Tax Exemption Desk, open Settings from the embedded app navigation. Here you can configure how exemptions interact with your Shopify customer database:

Auto-Exempt on Approval: Keep this toggled ON so that when you approve a certificate, the customer is immediately flagged as taxExempt = true in Shopify Admin.

Custom Customer Tag: Set your desired tag (e.g. tax-exempt or wholesale-exempt). This tag will automatically be added to the customer’s profile upon approval.

Expiration Alert Days: Choose how many days in advance (e.g. 30 days) to receive dashboard warnings before a customer’s resale permit expires.

Shopify Settings Tip: Ensure "Customer accounts" are enabled in Shopify Settings > Customer accounts so buyers can log in.

Buyer Experience (1 Minute)

Share Your Self-Service Portal with Wholesale Buyers

Your store now has a dedicated, branded storefront portal powered by Shopify App Proxy located at:

https://your-store.myshopify.com/apps/tax-exemptAuto-Mounted

Share this link with your B2B buyers in your header navigation, footer, order confirmation emails, or B2B application forms.

What Your Wholesale Customer Experiences:

Buyer opens /apps/tax-exempt and enters their business name and state.
They enter their state resale permit / sales tax ID number. The built-in validator verifies the state regex format in real time.
They attach their official certificate PDF, PNG, or JPG document.
They click Submit and receive an instant digital receipt with reference ID.

Review & Approval (1 Minute)

1-Click Legal Approval in Your Shopify Dashboard

As soon as a buyer submits their permit, it appears in your Pending Review queue on the app dashboard:

Slide-Over Audit Inspector: Click any certificate to open the inspector drawer. View the attached permit document preview, statutory citations, and state tax ID verification details.

Official State Registry Outlinks: Use 1-click shortcut buttons to verify the permit directly on official state Department of Revenue portals (CA CDTFA, Texas Comptroller, NY DTF, etc.).

Legal Approval Gate: Check the mandatory compliance certification box and click Approve Certificate.

Automatic Shopify Sync: The customer's Shopify profile is updated immediately to taxExempt = true with your custom tag. The next time they check out with their account, sales tax is removed automatically!

Audit Defense & Expirations (Ongoing)

Track Expirations & Export Audit-Ready CSV Packets

Never get caught unprepared during a state sales tax audit. Domillio maintains complete compliance lifecycle tracking:

Automated Expiration Warnings: Certificates nearing their state renewal date trigger orange warning alerts on your dashboard.

1-Click Tailored Renewal Notices: Generate state-statute-tailored renewal notices pre-filled with customer details, state legal citations, and a direct resubmission link.

RFC 4180 Audit CSV Export: Export complete, tamper-proof spreadsheet records with OWASP formula injection protection ready for state revenue auditors.

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