# 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://2681600133-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFDmrn2Xgg8KN7ITpu9Nw%2Fuploads%2FbMWZaTnw0ku9HTKaeXM1%2FTax%20Certificates.PNG?alt=media)
2. Click **Manage Tax Exemption**.\
   ![](https://2681600133-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFDmrn2Xgg8KN7ITpu9Nw%2Fuploads%2FYmqKcT7KlKVZIZDNjZbi%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://2681600133-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFDmrn2Xgg8KN7ITpu9Nw%2Fuploads%2FCGNtvhKtU8d3Js0fHVas%2FManage%20Tax%20Exemption.PNG?alt=media)
4. Click **Submit**. A successful tax certificate creation message appears.\
   ![](https://2681600133-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFDmrn2Xgg8KN7ITpu9Nw%2Fuploads%2FjLncpyZw4iAxs6QDa39R%2FSuccessful%20tax%20certificate%20creation.PNG?alt=media)

## US tax certificate sequence diagram

{% file src="<https://2681600133-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFDmrn2Xgg8KN7ITpu9Nw%2Fuploads%2FSxaA0xk7IbjNInHAdA88%2FDR_TaxCertificate_Flow_v3_1.0.png?alt=media>" %}