Simplify the Tax Exemption Process for BigCommerce

Are you a BigCommerce merchant looking to streamline the tax exemption process for your customers?  For one of our clients, we recently developed a custom form that makes entire tax exemption process more seamless and efficient.

Read on to learn more about how this solution can benefit your store and enhance your customer experience when dealing with tax compliance and related situations.

How it Works: Custom Tax Exemption Form

To facilitate the tax exemption process, we created a user-friendly submission page within the client’s BigCommerce store. On the cart page, customers first see a message prompting them to upload their tax exemption information.

This leads to a dedicated page where customers can easily submit their tax exemption details. The form includes fields for:

  • Exemption Reason
  • Exposure Zone
  • Signed Date
  • Expiration Date
  • Document Upload (exemption certificate)

The submission page, designed to match the aesthetics of our client’s website, can also include any additional content provided by the client, ensuring a cohesive and branded user experience.

Seamless Integration with Avalara and Other Tax Providers

To ensure accurate processing of the tax exemption data, we integrated the submission form with Avalara‘s API. This sends the information collected directly to Avalara’s Tax app, where submitted certificates are stored in the ‘Incoming Certificates to Review’ menu. 

Customers who submit a form for a specific state are automatically made tax-exempt for that state at checkout, simplifying the process for both the customer and the business.

In addition to Avalara, our tax exemption solution can be customized for most tax applications or providers.

Opportunities to Customize the BigCommerce Checkout

Looking for a special feature that will aid the checkout process? The opportunities to customize the BigCommerce checkout are endless. Our team can implement special integrations to further enhance the checkout experience. Some examples include: 

While this case illustrated the need to upload a tax exemption certificate, there are numerous use cases for document uploads in the checkout processSome of these may include:

  • Purchase Orders (PO)
  • Product Quotes
  • Wire Transfer Receipts
  • Payment Plans or Agreements
  • Bill of Lading
  • Verification Documents (e.g., copy of photo ID)
  • Many more

Get Custom BigCommerce Functionality with IntuitSolutions

Our BigCommerce developers specialize in tailoring features and functionality to meet the unique needs of your business.

By integrating a custom tax exemption form and exploring other customizations, we can help you streamline operations and improve customer satisfaction. 

Contact us today to learn more about how we can help your business.

Get a Custom Integration for BigCommerce

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