How Shopify tax exemption sync works
Resale Proof does not calculate sales tax rates. Shopify Tax remains the tax engine. Resale Proof manages the certificate workflow and applies Shopify’s native exemption values after merchant approval.
The approval path
When a merchant approves a certificate, Resale Proof:
- Marks the certificate active.
- Records the approval event and actor.
- Applies the matching Shopify tax exemption value for the certificate’s state.
- Sends the buyer an approval email.
For example, a California resale certificate maps to Shopify’s California reseller exemption value. Shopify Tax then uses that exemption during checkout for qualifying shipments.
What merchants must configure
Tax-exempt checkout depends on Shopify’s own tax setup. Before testing:
- configure Shopify Tax for states where you collect sales tax;
- test with a shipping address in the certificate’s state;
- use the same Shopify customer that was approved in Resale Proof;
- confirm the product itself is taxable in Shopify.
If a store is not collecting tax in the test state, checkout may show $0 tax for everyone. That does not prove the exemption workflow.
Expiration and revocation
When a certificate expires, is rejected, or is revoked, Resale Proof removes only the exemption values that are no longer backed by an active certificate.
If another active certificate still covers the same exemption, Resale Proof leaves that Shopify exemption in place.
B2B and company locations
Resale Proof is designed around Shopify’s native customer and B2B tax settings. Customer-level exemption sync is the core launch path. Company-location exemption support should be tested with the merchant’s B2B setup before relying on it operationally.
Not tax advice
Resale Proof organizes records and syncs Shopify exemption settings. It does not decide whether a buyer is legally exempt, whether a certificate is valid in a state, or whether a transaction qualifies for exemption.
For tax-validity questions, involve a CPA, SALT advisor, or the state tax agency.