# 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://content.gitbook.com/content/cMse5dnAKvo2qT6VvSWW/blobs/ckghxh5XzJzDwWgveLza/Tax%20Certificates.PNG)
2. Click **Manage Tax Exemption**.\
   ![](https://content.gitbook.com/content/cMse5dnAKvo2qT6VvSWW/blobs/Je1SF6IOBDPDrP2GtwvS/Manage%20Tax%20Exemption.PNG)
3. Complete the required fields in the **Tax Exemption Details** screen and click **Upload Files** to upload your certificate.\
   ![](https://content.gitbook.com/content/cMse5dnAKvo2qT6VvSWW/blobs/S4pFnvF1tUTsu6g1iype/Manage%20Tax%20Exemption.PNG)
4. Click **Submit**. A successful tax certificate creation message appears.\
   ![](https://content.gitbook.com/content/cMse5dnAKvo2qT6VvSWW/blobs/sdwvnc6enXLo1qVjjspI/Successful%20tax%20certificate%20creation.PNG)

## US tax certificate sequence diagram

{% file src="<https://content.gitbook.com/content/cMse5dnAKvo2qT6VvSWW/blobs/pN3WLuJnqg4Ys0zHZbTR/SFB2B_DR_TaxCertificate_Flow_1.6.png>" %}
SFB2B\_DR\_TaxCertificate\_Flow\_1.6.png
{% endfile %}
