# 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://4256002884-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqjgXMvJr1fV9cPhH4Ukz%2Fuploads%2FXrXmKKhrducbZ40LHP7u%2FTax%20Certificates.PNG?alt=media)
2. Click **Manage Tax Exemption**.\
   ![](https://4256002884-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqjgXMvJr1fV9cPhH4Ukz%2Fuploads%2FxiLZih9kpzp32Llava2R%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://4256002884-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqjgXMvJr1fV9cPhH4Ukz%2Fuploads%2FENoPMvYgydjP1wnOVVT2%2FManage%20Tax%20Exemption.PNG?alt=media)
4. Click **Submit**. A successful tax certificate creation message appears.\
   ![](https://4256002884-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqjgXMvJr1fV9cPhH4Ukz%2Fuploads%2FjsDwRnCG4wP6jiTs70yu%2FSuccessful%20tax%20certificate%20creation.PNG?alt=media)

## US tax certificate sequence diagram

{% file src="<https://4256002884-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqjgXMvJr1fV9cPhH4Ukz%2Fuploads%2FP5twYyeQaFirK5mshG77%2FDR_TaxCertificate_Flow_v3_1.0.png?alt=media>" %}