Set Up Tax Exemption on Your Account
- Go to your account’s Tax Exemption Certificates related list and click New TaxExemption Certificate.
- Provide a name, tax certificate details, and company information for your certificate.
- Select the Active field.
- Select the Default field.You can only select the Default field if the certificate is active, and you can only have one default certificate at a time on your account.
- Click Save.Salesforce CPQ creates the tax exemption certificate for your account. If the certificate is active and default, Salesforce CPQ also changes your account’s Tax-Exempt field from No to Yes.
