Mark a CertCapture customer as taxable in a state
This article applies to:CertCapture
If your customer isn't exempt in a specific state, mark that customer as taxable in that region to prevent unnecessary certificate requests and exposure warnings.
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This CertCapture feature is not supported by AvaTax. If you use CertCapture with AvaTax, mark the certificate as invalid to temporarily collect tax from a customer. |
Before you begin
If you receive a compliance document that is missing information such as a business name or signature, mark it as invalid instead.
If your AvaTax account is linked to your CertCapture company, stop applying exemptions in AvaTax.
Steps
- In CertCapture, search for the customer you want to edit.
- Select the customer number to see the customer details.
- On the Taxability Info tab, select Add Override.
- Choose the state and select Taxable as the exempt reason.
- Save the override.