Tax-exempt checkout without the spreadsheet chaos
ResaleProof manages US resale certificates for B2B Shopify merchants. Your customers upload their certs through a branded portal; you review + approve in the admin; Shopify automatically skips tax at checkout for every exempted state.
Built for wholesalers tracking 20–500 tax-exempt customers who currently live in spreadsheets + email threads + a growing fear of state audits.
Draft placeholder: below is a skeleton of the landing page sections. Design handoff
docs/design-handoff/Listing.htmlhas the final layout direction; content here is the long-form copy seed that the designer can drop into that template.
The hidden cost of “just send me your cert”
Every B2B-flagged tax-exempt transaction you process without a valid resale certificate on file is a future state-audit assessment waiting to happen. The typical cost on a $2M annual wholesale operation is $45K–60K in back-tax + interest + penalties for a 4-year audit window.
ResaleProof replaces the spreadsheet-and-email workflow with four things:
- A portal your customers submit through (5 screens: list, empty, detail, add, renew)
- Automated tax exemption at checkout via Shopify’s native
customerAddTaxExemptions - Expiration tracking + one-click renewal so certs never go stale
- Audit-ready PDF bundle export (cover sheet + state-grouped TOC + every cert concatenated) — the artifact your auditor will actually ask for
What’s in the box
- Portal on
/account/profilevia Customer Account UI extension - Admin dashboard: overview KPIs · certificate list · detail drawer · audit export
- 6-state form library: MTC + CA + TX + NY + IL + FL (+ upload-only fallback for any state)
- GDPR-compliant data handling (webhooks + 30-day delete lifecycle)
- Email branding: every merchant email sent under your name + logo
Plan tiers
- Free: 10 active certs. Full portal + admin + audit export. Enough for small-team evaluation.
- Starter — $29/mo: 100 active certs. For small wholesalers.
- Growth — $99/mo: 500 active certs. For established operators.
- Pro — $299/mo: unlimited certs + AI OCR cert parsing (Anthropic Claude) + QuickBooks sync.
14-day free trial on all paid plans. Cancel any time.
Try it now
Install from the Shopify App Store →