Upload exemption documents, then validate and associate them to your customers. All documents that are added to CertCapture must be validated before they can be attached to a customer.
Before you begin
Before you can validate documents and associate them with customers, you'll need to add your customers to CertCapture.
- Upload documents to CertCapture.
Upload your compliance document files to CertCapture.
- Merge or separate documents.
Review and adjust the formatting of the file you've uploaded.
- Validate documents and associate them with customers.
Enter details about the document, such as the exemption reason and the customers it's associated with.
As you continue to do business and receive new exemption certificates, develop a routine for monitoring CertCapture for expiring documents and asking for new ones. If you use AvaTax, you can also manage customers and certificates with AvaTax Exemptions.