01
The request
“Most of our customers are tax exempt. They should be able to indicate that, submit a certificate, and have tax removed at checkout once approved.”
Typical request
Paraphrased from merchant tickets in this category
Manual exemption handling at scale.
02
The approach
We built an exemption request flow with certificate upload, tagging on approval, and automatic tax removal for approved accounts at checkout.
03
What we shipped
Tax exemption request with certificate upload- Approval tagging
- Automatic tax removal for approved accounts
- Works with the retailer's tax provider
