CertCapture Company Information tab
This article applies to:CertCapture
Learn how to review and edit details such as your company logo, AvaTax IDs, contact information, and general preferences.
Steps
- In CertCapture, go to Settings > Company Settings > Company Details.
The Company Details page opens. - Select the Company Information tab.
- Select Edit Company Information to adjust the settings.
Refer to the table in the next section for information about each option. - Select Update Company Information to save the changes.
Company Information fields
| Field | Description |
| Company ID | A unique identifier generated by CertCapture for each company. You'll need this if you're using the CertCapture REST API. |
| Company Logo | Upload an image to represent your organization. |
| AvaTax Account ID | The Account ID of the associated AvaTax account. This is only present after your CertCapture and AvaTax accounts are linked. You cannot edit the AvaTax Account ID. |
| AvaTax Company ID | The Company ID of the associated AvaTax account. This is only present after your CertCapture and AvaTax accounts are linked. |
| Name | The name of the company or sub-entity. This does not have to match the Legal Name of the entity. |
| Legal Name | The legal name of the entity. This legal name is used to populate fields for W-8/W-9 forms. |
| Address (including City, State, Country, and Zip) | The address associated with the sub-entity. This address is used as a contact address, return address, and response address throughout the application. |
| FEIN | The Federal Employer Identification Number for the active sub-entity. |
| Phone | The customer point of contact. |
| Fax |
Your company's fax number was created by CertCapture and assigned to your company for inbound faxes. Faxes go directly to the documents list under Manage Documents > Validate Documents. This field is not open for editing. |
| Corporate Emails | The Support By Email address at the bottom of the online submission tool contains the corporate email address. This field is also used to populate the FROM_EMAIL template tag if used in a request cover letter. To designate the From address on outbound CertCapture messages. |
| Notification Emails | CertCapture sends notification emails to this email address. |
| Account Lead |
This is the Avalara employee assigned to the account, if applicable. This field isn't open for editing. |
| Equipment Description | A brief description of the business activity of the sub-entity, depending on the form type. |
| Generated Customer Number Prefix | A prefix that is added to customer numbers if you choose to have CertCapture generate the customer number when adding a customer. This does not apply if you enter your own customer numbers when adding customers. |
| Typeahead Minimum Search Length | Auto-searches won't initiate until a minimum character count is typed into the search box. |
| Affidavit Usage | The duration of temporary exempt status for customer records with active affidavit forms. This displays as 'Inactive' if you haven't made a selection. |