Tax certificates
Learn how to add a tax certificate.
Last updated
Learn how to add a tax certificate.
Last updated
Use the Salesforce Lightning app to add tax certificates.
To add a tax certificate:
Click Tax Certificates in the right navigation panel.
Click Manage Tax Exemption.
Complete the required fields in the Tax Exemption Details screen and click Upload Files to upload your certificate.
Click Submit. A successful tax certificate creation message appears.