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mirror of synced 2025-12-29 18:00:57 -05:00

Update information on adding a US sales tax certificate to include steps needed to make the button visible (#50912)

This commit is contained in:
Felicity Chapman
2024-05-31 18:02:54 +01:00
committed by GitHub
parent 76dc1fc91c
commit 0af86c04fd
2 changed files with 13 additions and 4 deletions

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@@ -1,6 +1,6 @@
---
title: Adding a sales tax certificate
intro: If you're a customer in the United States and exempt from sales tax, you can upload a certificate.
intro: If you're a customer in the United States with a {% data variables.product.company_short %} Customer Agreement and you're exempt from sales tax, you can upload a certificate to ensure the correct sales tax amount is calculated.
versions:
feature: us-sales-tax
type: how_to
@@ -22,13 +22,20 @@ Your account is marked as tax exempt, while your certificate is reviewed. If you
## Adding a sales tax exemption certificate to your organization account
You can upload a sales tax exemption certificate to your organization account.
You can upload a sales tax exemption certificate to your organization account if your account uses the {% data variables.product.company_short %} Customer Agreement.
{% ifversion fpt or ghec %}
> [!NOTE]
> This option is not available for accounts that use the {% data variables.product.company_short %} Standard Terms of Service. For information about updating your organization, see "[AUTOTITLE](/organizations/managing-organization-settings/upgrading-to-the-github-customer-agreement)."
{% endif %}
{% data reusables.organizations.billing-settings %}
1. At the top of the page, click **Payment information**.
![Screenshot of the "Billing Summary" section of the settings page. A link, labeled "Payment information," is highlighted with an orange outline.](/assets/images/help/settings/payment-info-link.png)
{% data reusables.billing.verify-address %}
{% data reusables.billing.sales-tax-certificate-upload %}
{% data reusables.billing.remove-sales-tax-certificate %}
@@ -36,7 +43,7 @@ You can upload a sales tax exemption certificate to your organization account.
## Adding a sales tax exemption certificate to your enterprise account
Enterprise owners and billing managers can upload a sales tax exemption certificate to an enterprise account.
Enterprise owners and billing managers can upload a sales tax exemption certificate to an enterprise account if the account uses the {% data variables.product.company_short %} Customer Agreement.
{% data reusables.enterprise-accounts.access-enterprise %}
{% data reusables.enterprise-accounts.settings-tab %}
@@ -45,6 +52,7 @@ Enterprise owners and billing managers can upload a sales tax exemption certific
![Screenshot of the "Billing Summary" section of the settings page. A link, labeled "Payment information," is highlighted with an orange outline.](/assets/images/help/settings/payment-info-link.png)
{% data reusables.billing.verify-address %}
1. At the bottom of the page, in the "Sales Tax" section, click **Upload certificate**, and select the certificate file you want to upload.
{% data reusables.billing.remove-sales-tax-certificate %}

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@@ -0,0 +1 @@
1. Review your "Billing information" and update any incorrect data. You must ensure that the address fields are correct and that the "City" and "Postal/Zip code" fields are accepted. If there is any missing information or any errors are reported, the option to upload a sales tax certificate is hidden.