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.
- Claim documents.
Claim documents in CertCapture so other users know which documents you plan to merge and validate.
- 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.
- Release documents.
If you've claimed a document but won't be able to merge and validate it in a timely manner, make sure to release the document so another team member can complete the validation process.
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.