EXEMPTAX Automated Back Collection Chasing
Every Monday, WebRun opens Shopify, lists customers who were charged no sales tax, cross-checks each against EXEMPTAX for a valid certificate, and drafts a polite back-collection email to anyone who bought tax-free with nothing on file. Every draft is left unsent for a human to approve before it reaches the customer.
Shopify
list exempt orders
How do I back-collect certificates for exempt sales that have none on file?
Every Monday, WebRun opens Shopify, lists orders charged no sales tax, and cross-checks each against EXEMPTAX for a valid certificate. It flags customers who bought tax-free with nothing on file, queues a guided request for each, and drafts a back-collection email left unsent for review, so untaxed sales gain the certificates that keep them defensible in an audit.
- Untaxed sales with no certificate get chased before an audit finds them
- Each request is drafted and waiting, so the team just reviews and sends
- Exempt orders gain a valid certificate that keeps them defensible
Built for ecommerce sellers · wholesale distributors · finance teams · sales tax compliance teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
admin.shopify.comin a real browser with your saved login - no setup, no API keys. -
1
Shopify - list exempt orders
WebRun opens Shopify to list orders that were charged no sales tax. - Open Shopify and filter orders where no sales tax was charged
- Capture the customer, order date, state, and amount for each untaxed order
- Group orders by customer so one request can cover all their exempt purchases
Done when Every customer with untaxed orders is listed with the orders that need a certificate.
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2
EXEMPTAX - match orders to certificates
exemptax.com
WebRun opens EXEMPTAX to match each untaxed order to a certificate. - Open EXEMPTAX and check each untaxed customer for a valid certificate covering the order state
- Flag customers who bought tax-free with no certificate on file or an expired one
- Queue a guided certificate request for each flagged customer so the email can link to it
Done when Every untaxed customer is confirmed as covered or flagged for back-collection with a request queued.
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3
Gmail - draft back-collection requests
gmail.com
WebRun drafts each back-collection email and leaves it unsent for review. - Draft a polite back-collection email to each flagged customer listing their tax-free orders
- Explain that a certificate is needed to keep those orders exempt and link to the EXEMPTAX flow
- Save every message as a draft and leave it unsent for review
Done when A back-collection email sits ready in Gmail for every customer who bought tax-free with no certificate.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Shopify
Sign in once
Every action is checked against this policy before it runs.
Questions, answered
Will it email customers about missing certificates on its own?
No. WebRun drafts every back-collection email in Gmail and leaves it unsent. A person reviews each one and the orders it references, then clicks send, so nothing reaches a customer without approval.
How does it decide who needs chasing?
It compares Shopify orders that were charged no sales tax against the valid certificates in EXEMPTAX, and flags only customers who bought tax-free with no certificate on file or an expired one for that state.
What if the customer already has a valid certificate?
It reads the live certificate status in EXEMPTAX each run, so a customer whose valid certificate covers the order state is confirmed as covered and never drafted for chasing.
Related templates
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