# Tax certificates

Use the Salesforce Lightning app to add tax certificates.&#x20;

### Add the tax certificate

To add a tax certificate:

1. Click **Tax Certificates** in the right navigation panel.\
   &#x20;<img src="https://4095141294-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MS-2crEBZIcuq_A3pl1%2F-MbMhSdEHsgtMAET3fgS%2F-MbMj4esCrYdLnbcJl3b%2FTax%20Certificates.PNG?alt=media&#x26;token=a1f815f8-f7fe-4553-9575-0fa6671e8fae" alt="" data-size="original">&#x20;
2. Click **Manage Tax Exemption**.\
   &#x20;<img src="https://4095141294-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MS-2crEBZIcuq_A3pl1%2F-MbMhSdEHsgtMAET3fgS%2F-MbMjCf6HasxhBfZHpb4%2FManage%20Tax%20Exemption.PNG?alt=media&#x26;token=3bfcf241-cf4f-4f57-84b2-4a0a8f34e9a5" alt="" data-size="original">&#x20;
3. Complete required fields in the **Tax Exemption Details** screen and click **Upload Files** to upload your certificate.\
   &#x20;<img src="https://4095141294-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MS-2crEBZIcuq_A3pl1%2F-MbMjGBzr3IB9BZK-hME%2F-MbMjOU3X_Fyxaoeaxws%2FTax%20Exemption%20Details.PNG?alt=media&#x26;token=c338b7cf-c2e1-4869-94fc-e73b566ac0dd" alt="" data-size="original">&#x20;
4. Click **Submit**. A successful tax certificate creation message appears. \ <img src="https://4095141294-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MS-2crEBZIcuq_A3pl1%2F-MbMjGBzr3IB9BZK-hME%2F-MbMjWOjCZZSsvv6bn3C%2FSuccessful%20tax%20certificate%20creation.PNG?alt=media&#x26;token=df2a6fa7-a0d1-44e8-a730-4ddd375d5111" alt="" data-size="original">&#x20;

## US tax certificate sequence diagram

{% file src="<https://4095141294-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MS-2crEBZIcuq_A3pl1%2F-Me_yWG4X_39wmGIRMIc%2F-Me_yp6yFvpoM_lOBoB1%2FDR_TaxCertificate_Flow_v3_1.0.png?alt=media&token=a2110515-05da-46bb-90ee-6ebcfa574c63>" %}
US tax certificate flow
{% endfile %}

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