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Store FAQs

This section answers common questions raised by Shopify store owners and managers while using TaxWisp to manage sales tax exemptions. Whether you're just getting started or looking to optimize how you handle exemption requests, you'll find practical answers here.

1. What are the common issues during installation, and how can I fix them?​

If you're having trouble during installation—like the app not showing on your storefront or setup not completing—make sure you’re following the correct Installation Guide based on your Shopify plan (Standard or Plus). Most issues can be fixed by rechecking the steps. If it still doesn’t work, you can reach out to Support Team for help.

2. How do I enable TaxWisp on my Shopify store?​

After installing TaxWisp from the Shopify App Store, you need to configure it via your Shopify admin. This includes enabling the storefront widget, selecting how exemption requests should be reviewed, and setting up communication preferences. Use the Installation Guide tailored to your Shopify plan for step-by-step setup.

3. How do I start accepting tax exemption requests from customers using TaxWisp?​

Once you’ve installed and enabled TaxWisp on your store, there are “Request Tax Exemption” options added on your storefront (based on your Shopify plan). Customers can submit their exemption information and documents through this flow. Requests will appear in your TaxWisp dashboard for review.

4. Can I choose to approve tax exemption requests manually or automatically?​

Yes. TaxWisp allows you to choose between manual and automatic approval of exemption requests.

  • With manual approval, you'll have to review each request and decide whether to approve or reject it.
  • With automatic approval, requests will be approved instantly without your review.

You can set your preferred method in the Settings > Auto Request Approval section of the TaxWisp app.

5. What happens after a tax exemption request is approved?​

When a request is approved, TaxWisp updates the customer’s profile to reflect tax-exempt status. Future purchases made while logged in will be processed without sales tax unless the exemption is later revoked or expires.

6. Can I revoke a customer’s tax exemption after approval?​

Yes. You can revoke an approved exemption anytime from the dashboard if the customer's exemption becomes invalid or expired. Taxes will automatically apply on future purchases once the exemption is revoked.

7. How can I educate my customers about tax exemptions and using TaxWisp?​

Let your customers know that sales tax exemptions are available and that your store uses the TaxWisp app to handle them. Educate them on what exemptions are, who qualifies, and how to apply. Share information on how customers can access TaxWisp from your store (e.g., a "Request Tax Exemption" button) and guide them through the process by linking to the Customer Guide.

8. Does TaxWisp track expiration dates for exemption documents?​

Yes. TaxWisp allows you to set an expiration date when approving an exemption request and automatically tracks it. Both you and your customer will be notified before the exemption expires, helping you stay compliant and support timely renewals.

Please note: Proactive notifications and tracking features may vary depending on your TaxWisp subscription plan.

9. Can I modify or extend a customer's exemption expiry date?​

Yes. You can edit the expiration date of an approved exemption directly from the TaxWisp dashboard. This allows you to extend or shorten the exemption period.

10. What if a customer submits an exemption request but places an order before it’s approved?​

TaxWisp cannot apply exemptions retroactively. Encourage customers to wait for approval before placing their order. If needed, you may manually refund the tax portion or cancel and reprocess the order post-approval.

11. How do I configure communication emails for exemption updates?​

TaxWisp allows you to configure email addresses for email notifications regarding exemption requests handling. By default, the email account from Shopify admin account will be used for such notifications. You can configure these under the Settings > Communication Emails section within the app dashboard.

To make sure you’re installed, configured and setup TaxWisp correctly, start by following the appropriate Installation Guide based on your Shopify Plan (Standard or Plus). Once you've installed TaxWisp, refer to the Store Guide specific to your TaxWisp subscription plan (Basic or Paid) for detailed instructions on how to use the app and manage exemptions effectively.

If you encounter any issues or have further questions, don’t hesitate to reach out to our Support Team — we’re here to assist you.