Learn how to review and edit details such as your company logo, AvaTax IDs, contact information, and general preferences.
- 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
|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.|
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.|
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.|