Advanced Features

Require manual approval before exemption applies Review each customer's exemption claim yourself before any tax is removed, and understand the four status values. Set exemptions to expire and remind customers to renew Add an expiration date to exemptions, calculate it automatically, and send reminder and expired emails. Collect exemption certificates from customers Let customers upload a certificate PDF as proof of exemption, and control where and how often it is requested. Add your own fields to the exemption form Build extra fields — text, dropdown, date and more — into the tax exemption form using the Custom Fields tab. Restrict who can claim tax exemption Limit exemption by login, user role, country, state or city, and to specific products only. Verify registration numbers automatically Check registration numbers by format, checksum or a live register lookup, and decide what happens when one fails. Connect VIES, HMRC, the ABR and the Charity Commission Set up live number lookups against VIES, HMRC, the Australian Business Register and the Charity Commission. Show prices excluding tax to exempt customers Show exempt customers prices excluding tax while they browse, and optionally give every visitor an inc/ex tax toggle.