# Tax certificates

Use the Salesforce Lightning app to add tax certificates.&#x20;

### Add the tax certificate

To add a tax certificate:

1. Click **Tax Certificates** in the right navigation panel.\
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2. Click **Manage Tax Exemption**.\
   &#x20;<img src="https://3825059470-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE4mQlr6JaI21hIMVilNW%2Fuploads%2FfC3twIVRgyMWkbkidgFj%2FManage%20Tax%20Exemption.PNG?alt=media&#x26;token=f61129ac-a4ed-40aa-b586-e7314cddcf42" alt="" data-size="original">&#x20;
3. Complete required fields in the **Tax Exemption Details** screen and click **Upload Files** to upload your certificate.\
   &#x20;<img src="https://3825059470-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE4mQlr6JaI21hIMVilNW%2Fuploads%2FozkMD02qXmzFahta04uV%2FManage%20Tax%20Exemption.PNG?alt=media&#x26;token=f994707d-dbc2-4595-871b-ad461c588588" alt="" data-size="original">&#x20;
4. Click **Submit**. A successful tax certificate creation message appears. \ <img src="https://3825059470-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE4mQlr6JaI21hIMVilNW%2Fuploads%2Fl25J25eevkmQTbf85XQW%2FSuccessful%20tax%20certificate%20creation.PNG?alt=media&#x26;token=f77ca1bc-49d4-48c5-a505-654d63867252" alt="" data-size="original">&#x20;

## US tax certificate sequence diagram

{% file src="<https://3825059470-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE4mQlr6JaI21hIMVilNW%2Fuploads%2Fsm411x3sKNzRI2X9YgEA%2FDR_TaxCertificate_Flow_v3_1.0.png?alt=media&token=7ef5d027-3479-408f-ae4b-32830712c984>" %}
