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.

  1. Validation of the tax certificate is a manual process done by Digital River employees. It is not a real-time determination.

  2. 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).

  3. 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:

  1. Sign in to the storefront.

  2. Go to My Account.

  3. Click the My Tax Certificates link in the My Account Navigation Bar to open a window listing the customer’s uploaded tax certificates.

  4. Click Manage Tax Exemption and complete the details on the form (such as Company Name, Tax Authority, Start Date, Expiry Date, and the actual Tax Certificate file).

  5. Click Submit to upload the tax certificate to Digital River. After you successfully submit the tax certificate to Digital River, the page refreshes and the newly uploaded tax certificate will appear on the Existing Tax Certificates page.

  6. Click the close button (X) to close this window and return to the My Account page. If there is an issue while uploading the tax certificate, a generic error message will appear on the screen and the error information will be logged to the custom DCM Application Log object.

Upload a tax certificate from the User Information page

To upload a tax certificate from the User Information page:

  1. Sign in to the storefront.

  2. Add products to your cart and click Checkout. The User Information page appears.

  3. Scroll to the bottom of the User Information page. By default, the checkout flow is set up for a non-tax exempt purchase.

  4. To make a tax-exempt purchase, select Yes for the question Are you making a tax exempt purchase. The Click here to Manage your Tax Certificates link appears.

  5. Click the link. A window appears and lists previously uploaded tax certificates.

  6. Repeat steps 4–6 under Upload Tax Certificate from My Account page to upload a new certificate from the User Info page.

Notes:

  • To make a tax-exempt purchase, you must select Yes for Are you making a tax exempt purchase on the User Information 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.