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Keep Avalara CertCapture up to date

This article applies to:CertCapture

Now that you've set up CertCapture, follow these steps to manage your compliance documents:


 

  1. Request documents.
    Get documents from your customers. If you don't have a paper document from each customer, send a request to ask for it.
  2. Upload and validate new compliance documents.
    As you receive documents from your customers, upload and validate them. You need to scan paper documents to PDF and upload. In this step, you digitize information from each document and then associate it with one of your customers.
  3. Exempt your customers from tax.
    The compliance documents you upload and validate in CertCapture are sent to AvaTax, and are used to exempt your customers from tax.
  4. Generate reports to keep track of missing, expired, or invalid documents.
    Use reports to monitor your records for missing and invalid customer documents. If you find that you need to ask a customer for a document, start over at step one.

To learn more about how to use CertCapture, explore the CertCapture Product Guide.

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