Uploading tax certificates (US TEMS)
Understand how customers upload tax certificates.
The Digital River Salesforce B2B Commerce App supports tax-exempt purchases on US storefronts. Authenticated customers will be able to add or upload one or more tax certificates to their profile from the User Info page and My Account page. The following list shows Digital River's Tax Certificate Validation once a shopper uploads a tax certificate.
Validation of the tax certificate is a manual process done by Digital River employees. It is not a real-time determination.
Pending that validation, the customer can place their order and that order will be treated as if there was a valid certificate (that is, tax-free).
If the shopper’s certificate fails validation, when that shopper places another order, their order will not be tax-free.
Upload a tax certificate from the My account page
To upload a tax certificate from the My Account page:
Sign in to the storefront.
Go to My Account.
Upload a tax certificate from the Order Review page
To upload a tax certificate from the Order Review page:
Sign in to the storefront.
Add products to your cart and click
Checkout
. The User Information page appears.Click
Continue
to open the Shipping page.On the Shipping page, click
Accept Terms and Proceed
to open the Order Review page.Click the link. A window appears and lists previously uploaded tax certificates.
Repeat steps 4–6 under Upload a Tax Certificate from the My Account page to upload a new certificate from the User Info page.
Notes
To make a tax-exempt purchase, you must select Business for Purchase Type on the Order Review page.
Tax certificate files are not stored in Salesforce.
Tax certificate information like the File Name, Digital River Tax Certificate File Id, Company Name, Tax Authority, Start Date, Expiry Date, Contact Id, and Account Id of the User who uploaded the tax certificate are captured in a custom object DR US Tax Certificate (digitalriverv2__DR_US_Tax_Certificate__c) in Salesforce.
Sequence diagram
The following sequence diagram explains the Tax Exemption Subprocess flow supported by the connector.
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