For B2B & wholesale Shopify stores

Resale certificates,
handled inside Shopify.

Collect resale certificates, approve tax-exempt customers, sync exemptions to Shopify, track expirations, and export audit-ready records.

Install on Shopify Book free setup
Buyer portal + magic links Shopify tax exemption sync 50 states + DC intake Audit bundle export
Source-backed proof

The compliance gap is still mostly manual.

The strongest customer-facing proof is certificate-specific: teams are still collecting, checking, and renewing exemption paperwork by hand.

54%

of surveyed organizations manage exemption certificates entirely or mostly manually.

Avalara, Jan. 2024
What it does

Request, collect, approve,
sync, renew, and export.

Six moving pieces merchants otherwise stitch together with email, spreadsheets, manual customer edits, and last-minute audit folders.

01 - Admin dashboard

Every certificate, every state, one screen.

Live status across your wholesale book. Review pending certs, approve or reject submissions, and keep the audit trail in one place.

Resale Proof admin dashboard — KPI cards, certificate-activity chart, and renewal queue
02 - Audit PDF

One-click audit bundle.

Cover sheet, state TOC, approval history, and certificate evidence.

Resale Proof audit-bundle PDF cover sheet, generated from approved certificates
03 - Renewals

Expiring soon? Automatic 90/60/30/7-day reminders.

Expired California resale certificate detail — PDF preview alongside metadata showing days overdue
04 - Buyer upload

Buyers upload through an account portal or magic link.

Customer-facing storefront portal — buyer manages active and expired California resale certificates inside their Shopify account
05 - Form library

Generated forms where appropriate. Upload-only where required.

Customer-facing 'Add a resale certificate' wizard with the state picker open showing California, Florida, Illinois, New York, Texas, and MTC — Florida selected with state-specific DR-13 guidance and Annual Resale Certificate Number field
06 - Checkout

Tax-exempt checkout after approval.

Approved certs sync Shopify's native per-state exemption values to the customer's profile.

Shopify storefront checkout for an approved California reseller — order summary shows Estimated taxes $0.00 with a 'Resale exempt · CA · Verified by Resale Proof' annotation, dramatizing the $54.06 sales tax skipped automatically at checkout
See it in action

The whole product, six
screenshots.

Same shots we ship to the Shopify App Store. Each one carries its own headline so you can scan the product without reading a word of marketing copy.

Shopify checkout for an approved California reseller — order summary shows Estimated taxes $0.00 with a 'Resale exempt · CA · Verified by Resale Proof' annotation, dramatizing the $54.06 sales tax skipped automatically
Customer-facing buyer portal inside the Shopify customer account — list of active and expired California resale certificates with renew controls
Add-a-resale-certificate wizard with state picker open — California, Florida, Illinois, New York, Texas, MTC — and Florida selected with state-specific DR-13 guidance
Resale Proof admin overview — KPI cards (active, expiring, pending, audit-due), weekly approval-trend chart, and renewal queue
Expired California resale certificate detail — PDF preview alongside automatic 90/60/30/7-day renewal-reminder schedule
Audit-bundle PDF stack — every approved certificate compiled into a single auditor-ready document with cover sheet, hash, and timestamp on each page
What's in the box

The resale-certificate workflow, end to end.

Resale Proof gives merchants one workflow for requesting certificates, approving tax-exempt customers, applying Shopify exemptions, tracking renewals, and exporting records for audit prep.

Merchant-controlled approval

Certificates land in a pending queue with the PDF, state, permit number, signature, and submission source visible before approval.

Audit-ready PDF bundle

Export a cover sheet, state-grouped table of contents, approval history, and certificate evidence into one PDF bundle.

All-state intake coverage

Every US state and DC has a defined intake path. MTC, CA, TX, NY, and IL can be generated in-app; other jurisdictions support upload with state-specific guidance where needed.

Renewal tracking

Track printed expiration dates and state rules, then send branded reminder emails at 90, 60, 30, and 7 days before expiration.

Buyer upload paths

Buyers can upload through the Shopify customer-account portal or a merchant-sent magic link when they do not have a storefront login.

Shopify tax-exempt sync

Approved certificates apply Shopify's native per-state tax exemption values so checkout can show the correct tax-exempt result.

State coverage

Every US state and DC, with the right intake path.

Resale Proof supports certificate intake, storage, review, renewal tracking, audit export, and Shopify exemption sync across US jurisdictions where a statewide sales-tax resale exemption applies. Generated forms are available only where the official blank certificate is intended for taxpayer completion.

MTC
Uniform Sales Tax Certificate
Generated in-app for multistate resale
CA
CDTFA-230 General Resale
Generated in-app or upload existing PDF
TX
Form 01-339 Resale/Exemption
Generated in-app or upload existing PDF
NY
Form ST-120 Resale
Generated in-app or upload existing PDF
IL
Form CRT-61 Resale
Generated in-app or upload existing PDF
FL
DR-13 Annual Resale
State-issued upload-only with retrieval guidance

Upload-only is intentional for jurisdictions where the state issues the certificate or where a generic generated document would be misleading. Alaska, Delaware, Montana, New Hampshire, and Oregon have no statewide sales tax, so Resale Proof records them as no-statewide-certificate states instead of applying a Shopify resale exemption. See the state-by-state guide.

Pricing

Pay for active certs. Nothing else.

Same product on every tier. You’re only paying for headroom on active certs — pending, rejected, and expired certs never count toward your cap. 14-day free trial on every paid plan; cancel from your Shopify admin in two clicks.

Free
$0/mo
The full product, capped at 10 active certs. No feature gates.
  • Up to 10 active certs
  • 50 states + DC certificate intake
  • Generated forms: MTC, CA, TX, NY, IL
  • Auto-apply at checkout
  • Branded customer portal
  • Automatic renewal reminders
  • Bulk CSV migration
  • Audit PDF export
Starter
$29/mo
For shops with 10–100 active certs. 10× the Free cap.
  • Up to 100 active certs
  • Everything in Free
Growth · most B2B stores land here
$99/mo
Fits most multi-state B2B shops. 5× the Starter cap.
  • Up to 500 active certs
  • Everything in Starter
  • Priority email support
Pro
$299/mo
Unlimited certs plus the two Pro-only automations.
  • Unlimited active certs
  • AI OCR cert parsing
  • Exemption-cert sync to QuickBooks
  • Everything in Growth

Billed through Shopify’s Managed Pricing. 30-day pricing — recurring charges are billed every 30 days in USD.

FAQ

The questions B2B merchants ask first.

Don't see yours? Email support - we reply within 1 business day.

How does Resale Proof apply tax-exempt checkout?

After you approve a certificate, Resale Proof applies Shopify's native per-state tax exemption values to the customer. Shopify Tax then uses those exemptions at checkout when your store is configured to collect tax for the relevant state. Read the setup guide.

How do buyers submit certificates?

Buyers can submit through the Shopify customer-account portal or through a merchant-sent magic link. Both paths collect the certificate evidence, state, permit number, email verification, and signature. See the buyer flow.

What states are supported?

Resale Proof maintains a defined intake path for all 50 states plus DC. MTC, CA, TX, NY, and IL can be generated in-app. Other jurisdictions use upload-only intake when the state issues the certificate or a generated document would be misleading. Read state coverage details.

What happens during an audit?

Open Audit bundle, choose date/state filters, and export a PDF with a cover sheet, state-grouped table of contents, certificate evidence, and approval history. See what the export includes.

Does this replace tax advice?

No. Resale Proof organizes certificate collection, approval records, Shopify exemption sync, renewal reminders, and exports. Your CPA, SALT advisor, or state tax agency should answer legal or tax-validity questions. Read the disclaimer.

Do you store the actual cert PDFs?

Yes. Certificate PDFs and generated audit bundles are stored in private file storage with short-lived signed access for in-app preview and export. Resale Proof also stores metadata such as state, status, expiration date, and approval history so the app can manage review, renewal, and audit exports.

Can you help set this up?

Yes. Email support@resaleproof.com to book free setup. We can walk through Shopify Tax configuration, portal placement, and your first certificate approval.