Wardwell

ExemptSafe

Keep exemption certificates organized, current, and easier to verify.

Ask about ExemptSafe

In development · Pricing coming at launch · by Wardwell

What it does

Selling to resellers and other businesses? ExemptSafe keeps your tax-exempt customers straight. Record each customer's resale certificate — number, issuing state, expiry date — and the app applies Shopify's native tax-exempt flag at checkout through Shopify Functions. No theme changes.

The expiry radar warns you at 90, 60, and 30 days before a certificate lapses, so a forgotten renewal is less likely to catch you off guard. Every exemption decision is written to an append-only audit log — who was exempted, when, and why — exportable to CSV for your accountant.

Who it's for

Wholesalers, distributors, and any B2B merchant with tax-exempt customers. If a single audit finding would cost more than a year of this app, you're who it's for.

Key features

  • Resale certificates per customer — certificate number, issuing state, and expiry date, all in one place.
  • Expiry radar — warnings at 90, 60, and 30 days before a certificate lapses, with an optional email digest.
  • Exemptions applied at checkout through Shopify Functions — no theme changes to maintain.
  • Append-only audit log — every exemption decision recorded permanently: who, when, and why.
  • Clean uninstall — removes our data immediately and doesn't change what your customers are charged.
The honest version: ExemptSafe tracks the certificates you record and applies the flags you approve. It doesn't decide who is legally exempt, and it isn't tax advice — talk to a tax professional for that. The app applies Shopify's own tax-exempt status before anything is written down, so what you see matches what checkout charges.

Status: ExemptSafe is in development and not yet available. We're validating the product with merchants before launch.

Pricing

Starter

Coming at launch
  • Up to 100 exempt customers
  • Expiry radar + email reminders
  • Append-only audit log

Growth

Coming at launch
  • Unlimited exempt customers
  • Multi-region VAT rules
  • Audit-log CSV export

Launch pricing will be confirmed before release and billed by Shopify — cancel anytime from your Shopify admin.

Questions merchants ask

Is this tax advice?

No. ExemptSafe is record-keeping and automation: it tracks the certificates you enter and applies the checkout flags you approve. Whether a customer is legally exempt is between you and your tax professional.

What happens if I uninstall?

Our data is removed immediately, and — importantly — nothing about what your customers are charged changes. Uninstalling doesn't alter checkout behavior.

Will this slow down my checkout?

No. Exemptions run through Shopify Functions, which execute inside Shopify's own checkout — no extra scripts, no theme changes, nothing for shoppers to wait on.