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