Self‑Service Tax Exemption

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 submission
• Certificate/document upload
• Merchant approval dashboard
• Customer tax status management
• Certificate expiration tracking and Order hold and release workflow