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Manage Advanced Account Settings

 
This article applies to:Avalara AvaTax Update

Use these settings, which apply to all companies in your account, to specify address validation,HoverTT.png exemption certificate handling, and jurisdiction overridesHoverTT.png in AvaTax Update.

Edit advanced account settings

Go to Settings > Manage Advanced Account Settings to view and edit these settings.

  • Address Standardization 
    • Turn on to display validated addressesHoverTT.png in uppercase
    • Turn off to display validated addresses in mixed case
  • Exemption Certificate Handling - For both US and Canadian certificates, tell AvaTax Update to:
  • Jurisdiction Overrides - A jurisdiction override changes how AvaTax Update sourcesHoverTT.png tax jurisdictions for processing transactions.
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