WEBVTT 00:00:00.000 --> 00:00:06.212 Exemption Desk collects United States exemption certificates and manages the matching customer's 00:00:06.212 --> 00:00:12.425 Shopify tax status. This walkthrough combines current setup screenshots with a dated 00:00:12.425 --> 00:00:18.638 recording of a real development-store checkout. Test documents are synthetic. Automatic approval 00:00:18.638 --> 00:00:24.333 follows merchant policy; it does not verify authenticity or legal eligibility. 00:00:24.333 --> 00:00:30.245 Install through Shopify and choose Starter or Growth on Shopify's own plan 00:00:30.245 --> 00:00:36.156 selection screen. Starter costs nine dollars per thirty days; Growth costs nineteen. 00:00:36.156 --> 00:00:42.068 Both include a fourteen day trial. Development stores can test for free. 00:00:42.068 --> 00:00:47.980 The app reads the confirmed subscription from Shopify. No separate Exemption Desk 00:00:47.980 --> 00:00:49.458 account is required. 00:00:49.458 --> 00:00:54.647 Open Setup, then open the theme editor from the customer-access step. Enable 00:00:54.647 --> 00:00:59.835 the Certificate access app embed and save the theme. This gives customers 00:00:59.835 --> 00:01:05.024 an entry point even when they skip the cart. The optional Certificate 00:01:05.024 --> 00:01:10.213 panel can also be placed on supported product or cart templates. Preview 00:01:10.213 --> 00:01:12.375 placement on the published storefront. 00:01:12.375 --> 00:01:18.736 Choose manual review, instant acceptance, or Growth approval rules. Resale coverage is 00:01:18.736 --> 00:01:25.098 state-based. Nonprofit and government approval uses a customer-wide Shopify setting and requires 00:01:25.098 --> 00:01:31.460 the merchant's scope acknowledgement. These options do not independently validate a certificate. 00:01:31.460 --> 00:01:37.291 Keep checkout optional unless the merchant explicitly wants a certificate requirement. 00:01:37.291 --> 00:01:43.019 The customer verifies their Shopify sign-in, uploads a certificate, and checks status 00:01:43.019 --> 00:01:48.747 in the customer hub. Approval only becomes active after Shopify confirms the 00:01:48.747 --> 00:01:54.475 update. Use the same buyer and cart for the checkout comparison. Configure 00:01:54.475 --> 00:02:00.203 a taxable product, a relevant tax-collection region and a matching delivery address 00:02:00.203 --> 00:02:04.500 first. Zero tax before approval proves nothing about exemption. 00:02:04.500 --> 00:02:10.276 The next section is a real recorded development-store example from September sixteenth. 00:02:10.276 --> 00:02:16.053 Its interface predates the current setup screenshots, and the buyer and certificate 00:02:16.053 --> 00:02:21.829 are demonstration data. It shows submission, review, Shopify confirmation, and the same 00:02:21.829 --> 00:02:27.125 checkout before and after approval. No order or payment was placed. 00:02:27.125 --> 00:02:32.002 Here is the actual customer form, filled in step by step. This 00:02:32.002 --> 00:02:36.067 example starts with a customer already signed in to Shopify. 00:02:36.067 --> 00:02:40.621 Enter the contact name and email, then the buyer name shown on 00:02:40.621 --> 00:02:44.415 the certificate. We are using a sample buyer and document. 00:02:44.916 --> 00:02:50.920 The exemption type is resale. Choose Texas, enter the certificate number, and 00:02:50.920 --> 00:02:56.923 add its expiry date. These are demonstration details, not a valid tax 00:02:56.923 --> 00:02:57.423 certificate. 00:02:57.958 --> 00:03:03.725 Choose the certificate file. The selected PDF name now appears beside the 00:03:03.725 --> 00:03:04.686 upload button. 00:03:04.686 --> 00:03:09.316 For this example, we ask the store to review the request, then 00:03:09.316 --> 00:03:13.946 confirm that the document belongs to the buyer. This lets us show 00:03:13.946 --> 00:03:15.489 the manual approval process. 00:03:16.000 --> 00:03:21.260 Select Submit certificate. The app sends the form and document to the 00:03:21.260 --> 00:03:24.767 store. The next screen shows the saved request. 00:03:25.291 --> 00:03:30.655 The Texas resale request is now awaiting review. Uploading the document has 00:03:30.655 --> 00:03:36.019 not activated the exemption. The customer can return here to check progress. 00:03:36.541 --> 00:03:41.591 Here is the same customer's checkout before approval, with two products and 00:03:41.591 --> 00:03:43.274 a Texas delivery address. 00:03:43.274 --> 00:03:48.471 The subtotal is one thousand four hundred seventy-nine dollars and ninety cents. 00:03:48.471 --> 00:03:52.802 Sales tax is one hundred twenty-two dollars and nine cents. 00:03:53.333 --> 00:03:58.803 Now switch to the merchant dashboard. Search for the demo buyer. Casey's 00:03:58.803 --> 00:04:02.906 Texas resale request appears with an Awaiting review status. 00:04:03.416 --> 00:04:09.890 Open the request. Its private certificate download, scope and activity are available 00:04:09.890 --> 00:04:10.429 here. 00:04:10.429 --> 00:04:14.884 The merchant must review eligibility before approving a real request. Here, we 00:04:14.884 --> 00:04:19.337 add a note that this is a demo document approved only for 00:04:19.337 --> 00:04:20.452 the recorded test. 00:04:20.957 --> 00:04:27.266 Select Approve certificate. The activity records the approval and the Shopify update. 00:04:27.266 --> 00:04:32.155 The confirmation banner says Shopify confirmed the update. This is the point 00:04:32.155 --> 00:04:37.044 to check the customer's coverage, rather than relying on the upload alone. 00:04:37.582 --> 00:04:43.956 Refresh the customer hub. Texas now shows Exemption active and Shopify confirmed. 00:04:43.956 --> 00:04:49.135 Continue to checkout with this same customer account. The purchase and delivery 00:04:49.135 --> 00:04:51.294 address must match the exemption. 00:04:51.832 --> 00:04:58.302 Reload the same checkout. The products, delivery address and subtotal are unchanged. 00:04:58.302 --> 00:05:01.536 The sales tax charge has disappeared. 00:05:01.536 --> 00:05:06.498 The total is now one thousand four hundred seventy-nine dollars and ninety 00:05:06.498 --> 00:05:11.460 cents: a reduction of one hundred twenty-two dollars and nine cents. No 00:05:11.460 --> 00:05:16.422 order or payment was placed. The demo exemption was removed after recording.