Store, track, and apply sales tax exemption certificate details
Stay compliant while offering a smooth checkout experience for tax exempt customers. TaxCloud keeps exemption certificate information organized and automatically removes tax at checkout.
Everything teams need to manage exemptions
Centralized storage, automatic application
With TaxCloud, teams can enter exemption certificate details once and manage them in a central location. Each record is assigned a Certificate ID, which can then be used to automatically apply tax exempt status at checkout.
Add exemptions manually or via API
Exemption certificate details can be keyed in manually or passed through the API, keeping the process simple and seamless.
Integrate with existing systems and platforms
TaxCloud connects directly with Shopify, BigCommerce, QuickBooks, and other storefronts. Although the database is centralized, exemption certificate details are assigned to the store and account where they first originated, so recordkeeping is easier and more straightforward.
Built-in support and resources
With TaxCloud, you’re never on your own. Developers can use detailed API documentation, and business teams have access to hands-on onboarding and ongoing support.
How it works
Collect certificate details
Reps manually collect and input certificate information via the TaxCloud dashboard.
Store certificates info and generate IDs
Once all information is captured, TaxCloud generates a Certificate ID that can be applied to any current and future orders on a specific platform or marketplace.
Apply exemption codes at checkout
During checkout, TaxCloud recognizes exempt buyers automatically and voids tax without any additional steps.
Keep records organized across all channels
Exemption details are maintained in a central database but are attached to the store where they originated. This allows exemptions to apply correctly while records are stored in one place for easy management.
TaxCloud exemption certificate management FAQs
A tax exemption certificate is a document from an eligible buyer — a nonprofit, reseller, or government agency — that allows them to make purchases without paying sales tax.
These exemptions are offered at the state level, and companies need an exemption from a state’s department of revenue, which they can provide to you as proof of exemption.
Those details can be added to TaxCloud either manually or via a customer’s marketplace account, allowing for tax exempt status on that specific platform.
Unfortunately, no. TaxCloud stores and applies exemption certificate details, but our platform doesn’t provide automated verification or renewal tracking.
If your business requires certificate validation, you’ll need to confirm those details directly with your customers.
In most cases, certificate details must be added manually through the TaxCloud dashboard or uploaded via API. WooCommerce also offers a self-serve option, where customers can submit their own details, but most integrations require reps to process exemptions manually.
If teams add exemptions manually, they may also need to attach the generated Certified ID to the customer’s account within the sales platform.
For additional information, check out this support article.
No. While customers can provide copies of their certificate to you, TaxCloud doesn’t capture or store the certificate itself.
Instead, TaxCloud captures all the relevant details and then applies the tax exempt status you’ve approved to a specific account and platform during checkout.
While TaxCloud keeps the provided information in a central database, we only store details added by your team or by the customer.
In most cases, no. You’ll need to do this on the customer’s behalf.
Currently, only WooCommerce allows customers to upload certificates as a self-service option.