Domillio Tax Exemption Desk
Domillio Tax Exemption Desk allows merchants selling to wholesale, B2B, or non-profit customers to collect, validate, store, and manage sales-tax exemption certificates seamlessly. When wholesale buyers submit resale permits or 501(c)(3) documentation, the app validates state tax ID formats in real time, synchronizes tax-exempt status and custom tags directly to Shopify customer profiles via the Admin GraphQL API, tracks expiration dates with 30-day alerts, and generates RFC 4180 audit logs for state sales tax audits.
Governing Statutory Authorities & Standards
Operational Workflow
1. Buyer Submits Certificate
Wholesale buyers submit their state permit number and document through your storefront's secure self-service portal.
2. Real-Time Statutory Format Check
The system confirms format validity against state revenue department standards before submission.
3. Merchant Review & 1-Click Approval
Staff review the document in the embedded Polaris dashboard with official state registry verification links.
4. Automated Tax-Free Sync
Upon approval, Shopify customer record is instantly marked tax-exempt for automatic tax-free checkout.
Core Technical Capabilities
- Real-time state tax ID format validation for all 50 US States, DC, and Canadian GST/HST
- Automated Shopify customer tax-exempt flag (taxExempt: true) and custom customer tags
- Theme-native buyer self-service upload portal (/apps/tax-exempt) with anti-spam protection
- 30-day advance expiration warning engine and tailored statutory renewal notice generator
- 1-click RFC 4180 CSV export with OWASP formula injection protection for state audits
- Direct verification links to official Department of Revenue and Comptroller lookup portals
Merchant Business Impact
- Eliminate manual refund calculations and post-purchase tax adjustments for wholesale buyers
- Defend against expensive state sales tax audit penalties with immutable digital records
- Speed up B2B buyer onboarding with theme-embedded certificate upload forms
- Prevent fraudulent tax-free purchases with instant regex pattern and checksum validation