How to Set Tax Exemption Status

Introduction

By default, Account's tax exemption status is set to ”No Exemptions”. If an Account qualifies for tax exemption, please follow the instructions below to submit the request and provide the necessary documentation.

How to request Tax Exemption

To request update of the tax exemption status for an Account in Salesforce Partner Community, you need to open Customer Care ticket:

1. On the Home page, click Submit a Case button:

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2. Select the option Customer Care and click Next

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3. In the Case Reason field, choose the option Billing. For the Category, select Tax Exemption:

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4. Choose the Account for which Tax Exemption status should be updated and click Next:

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5. Upload Tax Exemption Certificate and enter any additional notes if required, and click Next:

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6. The case is created:

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For details on how to manage submitted cases, check out the guide Submit a Case via Salesforce Partner CommunityPreview.