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Avalara Help Center

Edit or Delete Certificates

This article applies to:Avalara CertCapture

Compliance documents should be accurate and up-to-date. Edit a certificate in CertCapture to adjust details, link it to other customers, or review its history.

Search for certificates and customers when they should be reviewed, or keep an eye on your documents by creating reports.

Edit a certificate

  1. Search for the certificate, and then click the certificate to view its details.
  2. On the Details tab, click Edit to modify the options listed below, and then click Update to save the changes. 

    For auditing reasons, don't use Edit to replace an old document with a new one. If a certificate has expired or needs to be renewed, upload the new file to CertCapture and properly validate it.
    • Exposure Zone, Effective/Expiration Dates
    • Tax Information
    • PDF File (Use this option if you have a higher quality PDF file to upload, or used a placeholder file during validation. Don't use it to replace an old cert with a new one. Replacing the PDF file with a newer certificate does not automatically replace other certificate information in CertCapture.)
    • Attributes
    • SST information
  3. On the Customers tab, right-click a customer to view the customer or unlink them from the current certificate.
    • Click Link Customer to link the certificate to another customer
  4. The Validation tab is for customers that verified an exemption certificate with their state and received a verification number. Click Edit Verification to note that the certificate has been verified with the state and save the certificate and verification numbers.
    • The Verification Number field is meant for your own tracking purposes and isn't required elsewhere in CertCapture
  5. The History tab contains the history of your certificate from creation to expiration. 
    • Any Notes added during validation are listed in this tab at the date and time of validation
  6. Use the Comments and Files tab to attach a file or text comment for your own personal records. Files and comments are not added directly to the certificate PDF.

Delete a certificate

Certificates can't be deleted in bulk or recovered after they're deleted. 

If it's an old certificate, consider editing the certificate and marking it invalid instead of deleting it.

  1. Search for the certificate, and then click the certificate to view its details.
  2. Click the Delete button to remove it from CertCapture.
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