Add the ecommerce integration

Following are the common scenarios where you may want customers to provide their exemption certificates:

Checkout: The customer is given the option to add an exemption certificate during the checkout process. This is the simplest workflow, and can be accomplished without using more API functionality. For more information, refer to the earlier Typical ecommerce workflow topic.

Account page: The customer can navigate to the My Account page where they can view the status of any existing exemption certificates they have on file. This workflow is complex, and typically requires some combination of general functions, callback functions, and APIs.

Note

A customer's shipping address may be outside of your nexus for certificate collection. If you don't want to collect exemption certificates for regions where you aren’t collecting tax, communicate to the customer on your account page to prevent unnecessary certificate creation.