Adding a tax certificate

Learn how to use Digital River Dashboard to add a tax certificate to a customer.

To add a tax certificate to a customer:

  1. Click All customers in the left navigation. The Customers page appears.

  2. Search or scroll to find the customer you want to edit.

  3. Click the customer ID link under the Customer ID column. The Customer details page appears.

  4. Click the Add tax certificate button in the Tax section. If a tax certificate exists, click the Add tax certificate link under the existing ID. The Add tax certificate dialog box appears.

  5. Enter the required information, upload the tax certificate, and click Add. Note that you can only upload a certificate in one of the following formats: JPG, PDF, or PNG.

  6. A green Changes saved dialog box will appear in the bottom left corner of the screen.

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