Self‑Service Tax Exemption

Self-service tax exemption, certificates, approvals, and holds

by Simple Designs Co · Launched: July 2026

0.0 on Shopify Built for Shopify

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Automate tax-exempt checkout with certificate uploads, approvals, expirations, and order holds. 24/7

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About Self‑Service Tax Exemption

Self-Service Tax Exemption Manager lets customers submit certificate details, upload exemption documents, and continue checkout without emailing support. Merchants can review applications, approve or reject certificates, manage customer tax status, track expirations, and handle held orders from one dashboard. It helps reduce manual tax overrides, support tickets, and checkout friction for B2B, nonprofit, government, and resale buyers while keeping tax-exempt workflows organized and self-service. Self-service tax exemption submission Certificate/document upload Merchant approval dashboard Customer tax status management Certificate expiration tracking and Order hold and release workflow Show more Show less

Last verified: July 25, 2026 · Fresh