This article applies to:CertCapture
If you have identified a group of documents that are no longer valid, or if you have a group of invalid documents that should be valid, add or remove Invalid Reasons for multiple documents at once.
- In CertCapture, search for the documents you want to edit.
- Select the Perform Action on Results menu and then select Change Invalid Reasons.
- Select the Invalid Reasons that you would like to add or remove.
Adding an Invalid Reason to an exemption certificate stops it from applying to transactions in AvaTax.
- Select Update Invalid Reasons.