When adding a document to CertCapture, you'll need to enter some basic information about the document before it can be attached to an existing customer.
CertCapture does not automatically validate the legitimacy of exemption certificates or other compliance documents with the taxing jurisdiction. Contact your Customer Account Manager (CAM) if you're interested in a paid validation service.
- View the documents available to you.
- In CertCapture, go to Manage Documents > Validate Documents.
- From Available Documents, select Available Documents or My Unfinished Documents.
Documents Claimed by Others are the files being validated by other users on your account.
- Find a document with the stage Ready for Validation and select the file name to open a new validation window.
Check multiple files if you want to validate them all in one session
- Enter the document details into the validation window.
See the Document validation fields section below for details on each field.
- Select Release to return the certificate to the Available Documents view where another user can validate it. Release does not process the document further.
- Select Validate to complete the process. The document is no longer in the Validate Documents queue. Use search to find it.
If you close the validation window without completing or releasing a document, CertCapture assigns it to you and saves it for later. Find it again under the My Unfinished Documents queue.
If you're a Pre-Validation User, you won't see the Validate button and you'll need to escalate documents so other members of your team can complete the validation.
If you aren't able to complete the validation and want another member of your team complete it, select Release to return the certificate to the Available Documents view so another user can validate it. When you Release a document, the changes you made are not saved.
Document validation fields
Associate this certificate with a specific customer in your account.
CertCapture suggests customers as you type the customer's number or name. Select a customer to link them to the certificate. Likewise, select the + to search for individual customers by their name, address, or phone number.
If you need to link a single certificate to multiple customers, repeat the above for every customer you want to add.
Users typically link multiple customers to a single certificate when working with a customer that has multiple store locations, since those customers often have unique customer numbers in billing systems.
The reason should match the exempt reason on the document.
|Created Date||The day the document was first uploaded to CertCapture. Can't edit this.|
The day the document begins exempting the customer.
The date should match the date on the document.
If you use CertCapture Retail, select the Retail Location related to the exemption.
If you do not use CertCapture Retail, ignore this field.
Check this box if the document you are validating should only apply to a single purchase order.
If this box is checked, a PO Number is required further down.
The state or territory where your company must collect exemption documents. This field should match the state or territory on the document.
After you add an Exposure Zone, Tax ID and Expire Date become available further down.
If you select more than one exposure zone, you'll create a Multi-Jurisdictional Document.
The Tax ID specified on the document. This field only appears after you select an Exposure Zone.
Select the Tax ID field to view formatting requirements for Tax IDs in that state.
Certain states also include a link to verify the Tax ID with that state's Department of Revenue.
Tax IDs are important for maintaining tax compliance. This setting can be disabled in Company Settings > Company Details.
The day the document no longer exempts the customer. This date should match the one on the document.
Consider adding a future date like 12/31/9999 if the certificate will never expire.
If the document is invalid. select a reason or search for one.
|Customer Attributes||If you track customer attributes such as Business Closed, Address Change Needed, etc., assign those attributes here.|
|Certificate Attributes||If you track document attributes, such as Multi-Jurisdictional, Drop-Ship, etc., assign those attributes here.|
|Validation Fax / Email Updates||
Add a fax number or email address to notify someone that the document has been validated.
If you want this to field to automatically fill with the email address of the customer linked to this document, turn on Populate Customer Email in Validate Documents in your Company Details.
|Notes||Notes are attached to your document and can be reviewed after validation.|
|Attach File or Add Comment||
Add additional files, such as extra verification or forms, and make comments that you can review later. These are attached to both the customer and the certificate. See Add Files and Comments to Documents or Customers.
|PO Numbers||If Single Use was checked above, provide the purchase order associated with the document.|
This field appears if your Exposure Zone is set to a state that is in compliance with the Streamlined Sales and Use Tax Agreement.
If the state is in compliance with the agreement, Tax Number Type and Business Number Type are required in order to validate the document.
Customize email notifications and email addresses
Email notifications may be sent after validating a document. Certain email notifications can be customized or disabled.