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Upload tax exemption certificates, review extracted details, and update customer tax status.
Paperwork Tax Exempt Certs helps merchants keep customer exemption records organized inside Shopify admin. Upload a resale or exemption certificate, review extracted business, state, expiry, and tax ID details, then approve the customer as tax exempt. The app stores certificate metadata for review history and keeps full tax IDs out of plain text storage.
- Upload resale and tax exemption certificates for a customer
- Review extracted business, state, expiry, and tax ID details
- Apply approved exemptions to customer tax status in Shopify
Languages
English
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Support
App support provided by PaperWork.
Resources
Launched
May 27, 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
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Sensitive data
Name, email address
View staff and contributor data:
Store owner
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Store owner
Name, email address, phone number, physical address
View and edit store data:
Customers, Shopify admin
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Edit customers
Customer data
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Edit Shopify admin
Files
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