Self‑Service Tax Exemption

Self‑Service Tax Exemption

Pricing
$9.99/month. Free trial available.
Rating
0.0 (0 Reviews)

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

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 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. more
  • Self-service tax exemption submission
  • Certificate/document upload
  • Merchant approval dashboard
  • Customer tax status management
  • Certificate expiration tracking and Order hold and release workflow

Languages

English

Works with

Categories

Customization

Pricing

Choose the plan that best fits your business.

Pro

$9.99 / month

Features

  • Self-service tax exemption form
  • Resale certificate document uploads
  • Centralized approval dashboard
  • Approve or reject exemption requests
  • Customer tax-exempt status management
  • Certificate expiration tracking
  • Automated order hold workflow
  • Customizable storefront popup

14-day free trial

All charges are billed in USD. Recurring and usage-based charges are billed every 30 days.

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Support

App support provided by Simple Designs Co.

Developer

Simple Designs Co

1344 20th st n, st petersburg, FL, 33713, US

Launched

July 23, 2026

Data access

This app needs access to the following data to work on your store. Learn why in the developer's privacy policy .

View customer data:

Sensitive data, device and activity data

  • Sensitive data

    Name, email address, phone number, physical address

  • Device and activity data

    Geolocation, IP address, browser and operating system

View staff and contributor data:

Store owner

  • Store owner

    Name, email address, phone number, physical address

View and edit store data:

Customers, products, orders, discounts, Online Store

  • Edit customers

    Customer data

  • Edit products

    Products, collections

  • Edit orders

    All order history for the last 60 days

  • Edit discounts

    Discount codes and promotions

  • Edit Online Store

    Online Store page content on a path controlled by the app

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