# 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://3252901943-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcnrT0Aw9SJXFncA6OzO2%2Fuploads%2F9XhHCuvLjp62Xe6cz5wa%2FTax%20Certificates.PNG?alt=media)
2. Click **Manage Tax Exemption**.\
   ![](https://3252901943-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcnrT0Aw9SJXFncA6OzO2%2Fuploads%2FTTlu7byQlRX7tIsRXGWh%2FManage%20Tax%20Exemption.PNG?alt=media)
3. Complete the required fields in the **Tax Exemption Details** screen and click **Upload Files** to upload your certificate.\
   ![](https://3252901943-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcnrT0Aw9SJXFncA6OzO2%2Fuploads%2FKJtBUr8THg9feieXeYY3%2FManage%20Tax%20Exemption.PNG?alt=media)
4. Click **Submit**. A successful tax certificate creation message appears.\
   ![](https://3252901943-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcnrT0Aw9SJXFncA6OzO2%2Fuploads%2F9zdsT7MkoeDMXeVpYtOz%2FSuccessful%20tax%20certificate%20creation.PNG?alt=media)

## US tax certificate sequence diagram

{% file src="<https://3252901943-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcnrT0Aw9SJXFncA6OzO2%2Fuploads%2FBTelFAMq7vqMlNE7iTel%2FSFB2B_DR_TaxCertificate_Flow_1.6.png?alt=media&token=a0955bc3-e16b-4b26-aabb-d66baaa0f409>" %}
SFB2B\_DR\_TaxCertificate\_Flow\_1.6.png
{% endfile %}