For B2B & wholesale Shopify stores

Audit-ready resale
certificates, on autopilot.

Customers upload once. Tax skips automatically at checkout. Your audit folder builds itself in the background — organized by state, signed, time-stamped.

Customer Account UI GDPR-ready US · 50 states · MTC
What it does

One surface for every cert — collected,
validated, and applied at checkout.

Six moving pieces you'd otherwise build yourself — admin dashboard, audit PDF, renewal cron, customer portal, state form library, checkout exemption — shipped as one app.

01 · Admin dashboard

Every certificate, every state — one screen.

Live status across your wholesale book. No spreadsheet archaeology, no inbox threads. Approve, reject, export — bulk or per-row.

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

One-click audit bundle.

Cover sheet, state TOC, every cert — mail it to the auditor.

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

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

Expired California resale certificate detail — PDF preview alongside metadata showing days overdue
04 · Customer portal

Buyers upload to their Shopify account in 90 seconds.

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

Real state forms. MTC, CA, TX, NY, IL — filled in-app.

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 skips automatically.

Shopify's native customerAddTaxExemptions applies per-state exemption at checkout.

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

Everything you need to skip tax safely.

No "tax-exempt customer" tags to maintain. No CSVs to update. No more screenshotting forms from email threads at 11pm before an audit.

Auto-applied at checkout

On cert approval we call Shopify's native customerAddTaxExemptions with the right US_<STATE>_RESELLER_EXEMPTION enum — Shopify Tax enforces at checkout. No merchant tagging, no flags to forget.

One-click audit PDF

Cover sheet, table of contents organized by state, every certificate with the full audit log. The artifact your CPA or state auditor actually wants in their inbox.

Per-state form library

MTC Multistate plus CA, TX, NY, IL fillable in-app; Florida points buyers to the state DOR retrieval flow (DR-13 is upload-only by design). All signed digitally, stored in your Shopify Files.

Automatic renewal reminders

90 / 60 / 30 / 7-day reminders sent from your domain, branded with your logo. The one-click renewal email deep-links the customer into a pre-filled portal flow.

Customer Accounts UI extension

Buyers manage certs inside their existing Shopify account — no second login, no third-party portal. It's a native Customer Accounts extension, not an iframe.

Bulk CSV migration

Coming from EXEMPTAX, a spreadsheet, or something homegrown? A 4-step wizard auto-maps common column names and imports up to 500 rows per batch into your pending queue.

State coverage

Real forms for the states that matter most.

Six forms covering the bulk of US B2B resale volume — five fillable in-app (MTC Multistate plus CA, TX, NY, IL) and Florida as upload-only with a DOR retrieval walkthrough. Every other state works via upload: your buyers drop in their existing state-issued cert and we validate format + file it in Shopify Files.

MTC
Uniform Sales Tax Certificate
37-state multistate form
CA
CDTFA-230 General Resale
Fillable in-app
TX
Form 01-339 Resale/Exemption
Fillable in-app
NY
Form ST-120 Resale
Fillable in-app
IL
Form CRT-61 Resale
Fillable in-app
FL
DR-13 Annual Resale
Upload-only + DOR retrieval walkthrough

All 50 states via upload-only fallback. Custom state-specific generators are on the roadmap — drop a line at support@resaleproof.com to vote for yours.

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
  • All 6 forms (CA, TX, NY, IL, MTC, FL)
  • 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
  • QuickBooks Online sync
  • Everything in Growth

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

FAQ

The questions every B2B merchant asks first.

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

How does Resale Proof actually skip tax at checkout?

When you approve a cert, we call Shopify's native customerAddTaxExemptions mutation with the matching per-state enum (e.g. US_CA_RESELLER_EXEMPTION). Shopify Tax then enforces the exemption at checkout automatically — no merchant tags to maintain, no checkout extension your customers can mis-click. On expiration or rejection, we call customerRemoveTaxExemptions to revoke it.

What forms are supported in-app?

The MTC Multistate form (covers 37 states) plus five of the highest-volume single-state forms: California CDTFA-230, Texas 01-339, New York ST-120, Illinois CRT-61. Florida's DR-13 is upload-only by design — buyers retrieve it from the Florida DOR portal; we embed a walkthrough in the customer flow. Every other state works via upload-only fallback.

I'm coming from EXEMPTAX / a spreadsheet. Can I import?

Yes. A 4-step wizard at /app/import accepts CSV with auto-mapped column names, validates rows, and lands them in your pending queue. Batch size is capped at 500 rows per import with a 4-minute budget. Use existing bulk-Approve to activate a batch at once.

What happens during an actual audit?

Open the Audit export builder, pick a date range and state(s), and click export. You get a single PDF: cover page with merchant attestation, table of contents organized by state, every certificate with the full audit log (approval timestamp, Shopify customer ID, submission source). The download link is valid for seven days.

Does this work with Shopify Plus / B2B / draft orders?

Yes to all three. The native exemption primitive we use is respected across regular checkout, Plus B2B, and draft orders — the same customer exemption record is read everywhere. (One known quirk: draft orders lock tax at draft-create time; changing a customer's exemptions after won't retroactively update an existing draft.)

Do you store the actual cert PDFs?

PDFs live in your Shopify Files, not ours. We hold only metadata (state, expiry, status, a Shopify Files GID pointer) in our database. On customer redact we call fileDelete to remove the PDF from your shop too. If you uninstall Resale Proof, the PDFs stay where they are.

What about GDPR / CCPA / state privacy laws?

All three Shopify GDPR webhooks are wired (customers/redact, customers/data_request, shop/redact). Soft-delete on uninstall with a 30-day recovery window; hard-delete sweep after. Our Privacy and Terms pages document the full data lifecycle — read them here.