# Tax certificates

Use the Salesforce Lightning app to add tax certificates.

## Add the tax certificate

To add a tax certificate:

1. Click **Tax Certificates** in the right navigation panel.\
   ![](https://2621088907-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiQ5A1tasgCx8G4Luajf9%2Fuploads%2F7kagg6Nob3YUO9JPkg0v%2FTax%20Certificates.PNG?alt=media)
2. Click **Manage Tax Exemption**.\
   ![](https://2621088907-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiQ5A1tasgCx8G4Luajf9%2Fuploads%2FXXvqKNlOL6Vr96JPfYok%2FManage%20Tax%20Exemption.PNG?alt=media)
3. Complete required fields in the **Tax Exemption Details** screen and click **Upload Files** to upload your certificate.\
   ![](https://2621088907-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiQ5A1tasgCx8G4Luajf9%2Fuploads%2FYG5Ce8MBrbu2fA1NMkxB%2FManage%20Tax%20Exemption.PNG?alt=media)
4. Click **Submit**. A successful tax certificate creation message appears.\
   ![](https://2621088907-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiQ5A1tasgCx8G4Luajf9%2Fuploads%2F1DnDN8YrHjHj4GJAUXkU%2FSuccessful%20tax%20certificate%20creation.PNG?alt=media)

## US tax certificate sequence diagram

{% file src="<https://2621088907-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiQ5A1tasgCx8G4Luajf9%2Fuploads%2Fn2ckmwJRrxZKlrQZ87T4%2FDR_TaxCertificate_Flow_v3_1.0.png?alt=media>" %}