This functionality will create an additional checkout step for companies that are buying your products with a tax-exempt status. Allow users to file their tax-exempt paperwork on your site, validate their tax status, and apply the tax deduction their checkout process. The buyer will be able to save their documents permanently on your site simplifying future purchases!

Tax Exempt Functionality

Dealing with taxes isn’t always easy, but for businesses who deal with customers who request and need tax-exemption, Optimum7 can make the whole situation a little bit easier with our Tax Exempt Functionality.

Who is it for?

This functionality is ideal for for eCommerce businesses that sell B2B. Customers wanting to be tax exempt will need the necessary paperwork to purchase inventory free of tax. Our functionality is ideal for wholesalers, distributors and manufacturers who have plenty of B2B customers on a daily basis.

What Does It Do?

The Tax Exempt functionality enables customers to request tax exemption from eCommerce businesses. The customer can click a box saying he or she wants to be exempt from sales tax and a popup appears on the Checkout page that requires the customers to download a PDF for tax exemption status. The customer can print the PDF, fill it out, and upload it to the popup box along with required documentation. Then, the admin of the website will review the tax exempt PDF and approve or deny tax exemption. Then, if approved, our functionality will remember the customer is tax exempt every time a purchase is made. Making this a one-time process for the customer. 

Tax Exempt Functionality Benefits

Taxes can be tricky, but the Tax Exempt functionality makes dealing with taxes a little bit easier for businesses and customers. This functionality makes validating tax exempt status simple and fast. Plus, everything needed is in 1 location: download the PDF and upload it again. With the Tax Exempt functionality, there is no hassle of going back and forth.

The Difference Tax Exempt Functionality Makes

Without the Tax Exempt functionality, customers are required to hunt down tax exempt forms and email them to eCommerce companies. With the Tax Exempt functionality, this isn’t necessary, and the process is made infinitely easier for customers and businesses.

Try it

You can try this functionality today. Call Optimum7 or fill out our online contact form today!


We can help you determine which functionality is best for Shopify, Bigcommerce, Volusion, VTEX, Magento, 3d Cart, Wordpress / WooCommerce, Opencart, Episerver, Oracle ATG and any Custom Cart.

Contact us today with any additional questions you may have about our functionalities.

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