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Avalara CertCapture 6.4 Release Notes

This article applies to:Avalara CertCapture

Read the release notes to learn about the latest additions, changes, and fixes to CertCapture 6.4. For more detailed information about CertCapture, see the CertCapture user guide. To see certificate library updates that show which forms have been added, removed, or updated within CertCapture’s form library, see history of form changes.

Latest release

CertCapture release 6.4.5, September 22, 2016

  • If you have an active integration with AvaTax, a star (*) is listed next to multi-jurisdictional certificates that were passed between systems.
  • On the CertCaptureloginpage, press Tab to navigate between the Username and Password text fields.

September 2016 releases

September 8, 2016

  • Avalara release 6.4.4
  • The REST API now supports web portal auto-login functionality. The REST API can now generate the auto-login URL that is produced on cover letters available through a single request or campaign.
  • We've made updates to CertCapture's Certificate Library:
    Country Region Tax Form Name Description Exempt Reason
    USA MO USA MO 5095 Common Carriers USA MO 5095 Authorized Common Carriers with MO 149 Sales and Use Exemption Certificate COMMON CARRIER

August 2016 releases

August 26, 2016

  • Avalara release 6.4.3
  • Attention: The changes in this release are applicable to CertCapture Enterprise customers and may impact the system settings. If you use CertCapture Enterprise, review configure form types. CertCapture PRO customers aren't affected.
  • Added 2 new form types to CertCapture, the CertCapture Webportal, CertCapture for Retail, and CertCapture for eCommerce:
    • Request Form: A set of instructions that provides a buyer all the information they need to submit state or federally supplied documents necessary for an exemption from sales tax. When a buyer selects a jurisdiction and an exempt reason, they don't need to complete any fields online and are prompted to print the form. The request form isn't saved with the customer account because it doesn't provide exemption coverage. Until the buyer provides an exemption certificate, they remain taxable.
    • Affidavit Form: This provides a buyer all the information they need to submit state or federally supplied documents necessary for exemption. It also acts as a temporary certificate that is signed and saved with their account. If a buyer selects a jurisdiction and exempt reason that triggers the creation of an Affidavit form, they don't need to fill out any fields. Instead, they provide an online signature, print the form, and follow the instructions while also submitting the the completed form to CertCapture. The form is saved with the customer account and provides temporary exemption coverage for a defined number of days.
  • Changed the 26 request forms in the standard CertCapture library for Enterprise customers from a Certificate Type Form to a Request Type Form.
    • If an online fillable form isn't accepted and you only want to provide exemption when the state or federal form is received, then in your Exemption Matrix, map Request Form Types.
    • If you want to offer temporary exemption, enable Affidavits. Go to Company Settings > Company Details > Affidavit Usage  and select the Temporary Exemption Period. Once you've enabled Affidavits, update your expiration matrix and replace the Request form with a similar Affidavit form.
  • We've made updates to CertCapture's Certificate Library: USA
    Country Region Tax Form Name Description Exempt Reason
    USA VT USA VT SST USA VT SST Certificate of Exemption VARIOUS
    USA IA USA IA SST USA IA SST Certificate of Exemption VARIOUS
    USA NY USA NY AC-946 USA NY AC-946 Employees of the State of NY or Its Political Subdivision Tax Exemption Certificate STATE/LOCAL
    USA US USA US GENERIC Request USA US Generic Request VARIOUS

August 11, 2016

  • Avalara release 6.4.2
  • If your fax transmission fails, you can now see the transmission details and the PDF copy of the fax in the History tab of the customer record.

July 2016 releases

July 22, 2016

  • Avalara release 6.4.1
  • Improved the response time for your requests.
  • Improved the upload of certificates and forms.
  • The REST API now lets you create the next incremental customer number for a new customer in CertCapture.
  • We've made updates to CertCapture's Certificate Library:
Country Region Tax Form Name Description Exempt Reason
USA WY USA WY SST Form USA WY SST Certificate of Exemption VARIOUS
USA WV USA WV SST Form USA WV SST Certificate of Exemption VARIOUS
USA UT USA UT SST Form USA UT SST Certificate of Exemption VARIOUS
USA RI USA RI SST Form USA RI SST Certificate of Exemption VARIOUS
USA OH USA OH STEC SST Form USA OH STEC SST Certificate of Exemption VARIOUS
USA MI USA MI SST Form USA MI SST Certificate of Exemption VARIOUS
USA US USA US GENERIC Affidavit USA US Generic Affidavit VARIOUS
USA KY USA KY SST USA KY SST Exemption Certificate VARIOUS
USA MS USA MS SST Form USA MS SST Form Option Substitute State Issued Certificate RESALE
USA MD USA MD Resale USA MD Resale Suggested Blanket Resale Certificate RESALE
USA MD USA MD Contractor USA MD Contractor PRIME CONTRACTOR

July 12, 2016

  • Avalara release 6.4
  • CertCapture now displays certificate information in the form of charts and graphs:
    • New Certificate Trends: The line chart displays the daily volume of new certificates added to the system (via electronic submission, fax, and upload).
    • Expired Certs Past 90 Days: The bar chart displays the number of certificates expired in the past 90 days, especially the dates having the highest number of expiring documents.
    • Top 5 Tax Exempt States: The pie chart displays a breakdown of the top 5 states/provinces in which your company grants tax exempt status.
    • Top 10 Exempt Reasons: The pie chart displays the top 10 most popular tax exempt reasons among your customers.
    • For custom charts and analytics requests, please contact your Customer Account Manager (CAM).
    • To add or remove widgets, on your dashboard, click the Add Widgets button.
  • Retail personnel using CertCapture's Retail Module can now:
    • Search using one or more criteria to get more specific results.
    • Use Edit Purchaser Options to set up required, preferred, and optional customer data fields.
    • Add a new customer record.
    • Edit customer records.
    • Add a new exemption certificate for a different exposure zone to a customer record.
  • Improved graphics and labels in the CertCapture user interface.
  • Complete multiple certificates at once within the Web Portal and the public wizard:
    • In the Exposure Zone List table, use the checkbox to select one or more documents to complete.
    • To create multiple new certificates, add them in the Select Exposure Zone menu.
    • Video
  • We've made updates to CertCapture's Certificate Library:
Country Region Tax Form Name Description Exempt Reason
USA US USA US MTC USA US MTC UNIFORM SALES & USE TAX EXEMPTION/RESALE CERTIFICATE — MULTIJURISDICTION RESALE
USA WA USA WA SST USA WA SST Certificate of Exemption Various
USA CT USA CT CERT-113 USA CT CERT-113 Purchases of TPP by Certain Hospitals, Nonprofit Homes, Rest Homes or Residential Care Homes CHARITABLE/EXEMPT ORG
USA NJ USA NJ ST-8 USA NJ ST-8 Certificate of Exempt Capital Improvement CAPITAL IMPROVEMENT
USA TX USA TX 01-909-1 USA TX 01-909-1 Border States Uniform Sales for Resale Certificate NONRESIDENT
USA MI USA MI 3372 AFFIDAVIT USA MI 3372 Sales and Use Tax Certificate of Exemption Affidvait CHARITABLE/EXEMPT ORG
USA MI USA MI 3372 USA MI 3372 Sales and Use Tax Certificate of Exemption Various
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