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Avalara CertCapture Release Notes Archive

This article applies to:Avalara CertCapture

 

CertCapture 6.7

September 26, 2017

Release 6.7.4.1

  • Minor enhancements and fixes

September 12, 2017

Release 6.7.4

  • Minor enhancements and fixes

September 7, 2017

Release 6.7.3

  • Minor enhancements and fixes

August 24, 2017

Release 6.7.2

August 20, 2017

Release 6.7.1.5

  • Minor enhancements and fixes

August 16, 2017

Release 6.7.1.4

  • Minor enhancements and fixes

August 15, 2017

Release 6.7.1.3

  • Minor enhancements and fixes

August 14, 2017

Release 6.7.1.2

  • Minor enhancements and fixes

August 10, 2017

Release 6.7.1.1

  • Minor enhancements and fixes

August 10, 2017

Release 6.7.1

  • Minor enhancements and fixes

July 28, 2017

Release 6.7

What's new How it impacts you How to prepare
CertCapture accepts bulk certificate uploads. Watch a demo. You can upload more than one compliance document to CertCapture at a time. Upload individual files or a zipped folder. Supported file types include .pdf, .png, .jpg, and .tiff. You don't need to do anything. This change happens automatically.
CertCapture for Retail is mobile-friendly Enjoy an improved experience using CertCapture for Retail on iOS or Android mobile devices. CertCapture for Retail screens auto-adjust to fit the screen of your device. You don't need to do anything. This change happens automatically.
CertCapture for Retail can send certificate images to CertCapture from your mobile device. Watch a demo. Your retail associates can use mobile devices to capture and submit exemption certificates to CertCapture. Images captured in CertCapture for Retail aren't stored in the device's photo library. Consider how this impacts your retail sales associates. Update and communicate new preferred processes.
Single Sign On (SSO) functionality is enabled for CertCapture's REST APIs If your development resources want to expand SSO functionality to REST APIs, they can now use OAuth 2.0 to add this functionality to your technology suite.  Inform your IT team about this update, and have them consider whether to expand your organization's SSO program
VendorCapture performs an instant TIN check on withholding documents. Watch a demo. On W9 forms, Taxpayer Identification Numbers (TIN) are checked against the IRS database. Check TINs as you process documents as part of data entry in VendorCapture. Also, as your vendors submit W9s to fulfill document requests, TINs are automatically checked. You don't need to do anything. This change happens automatically.

Pre-release announcement

Release 6.7, tentatively scheduled for July 2017 

  • This release will happen during a planned maintenance window outside of US business hours. Watch your CertCapture Message Center for maintenance window details. 
  • To prepare for this release, watch your CertCapture Message Center for updates
What's coming How it will impact you How to prepare
You'll be able to bulk upload certificate images in CertCapture You'll be able to load multiple compliance documents into CertCapture in a single upload. Upload multiple individual documents, or create a zip file of images with the same file type. Supported file types will include .pdf, .png, .jpg, and .tiff. You don't need to do anything. This change will happen automatically.
CertCapture for Retail will be mobile-friendly You'll enjoy an improved experience using CertCapture for Retail on iOS or Android mobile devices. CertCapture for Retail screens will auto-adjust to fit the screen of your device. You don't need to do anything. This change will happen automatically.
CertCapture for Retail will accept certificate images from your mobile device's camera Your retail associates will be able to use your mobile device camera at a retail point of sale to capture and submit exemption certificates. Consider how this will impact your retail sales associates. Plan to notify them of related changes to your preferred processes.
Single Sign On (SSO) functionality will be enabled for CertCapture's REST APIs and mobile app If your development resources want to expand SSO functionality to include mobile devices and REST APIs, they'll be able to use OAuth 2.0 to add this functionality to your technology suite.  Inform your IT team about this update, and have them consider whether they want to expand your organization's SSO program
VendorCapture  will perform an instant TIN check on withholding documents On W9 forms, Taxpayer Identification Numbers (TIN) will be checked against the IRS database to verify that they're correct. Checks will occur as you add documents and process them. You'll be more efficient in accepting and processing W9s. You don't need to do anything. This change will happen automatically.
VendorCapture will integrate with a partner to enhance W8 form collection, validation, and renewal You'll experience a more robust set of tools for accepting and processing W8 forms. Watch your CertCapture Message Center for more details as they're available

CertCapture 6.6

June 29, 2017

Release 6.6.9

  • Contains bug fixes

June 16, 2017

Release 6.6.8

  • Contains bug fixes

June 6, 2017

Release 6.6.7

  • Contains bug fixes

May 18, 2017

Release 6.6.5

  • Contains bug fixes

May 4, 2017

Release 6.6.4

  • Contains bug fixes

April 20, 2017

Release 6.6.3

  • Contains bug fixes

April 6, 2017

Release 6.6.2

  • Contains bug fixes

March 23, 2017

Release 6.6.1

  • Contains bug fixes

March 17, 2017

Release 6.6

What's new How it impacts you How to respond
A new product called CertExpress is released. CertExpress is an application for exempt purchasers who need to simplify the way they store and deliver tax documents to vendors
  • You previously collected online documents from your customers using the CertCapture web portal. CertExpress replaces the Web portal functionality. Your customers can still submit documents online. They'll use CertExpress to submit them.
  • Updated template tags used to personalize cover letters to include CertExpress access and login instructions. Here's a table of changes.
  • Familiarize yourself with CertExpress (formerly web portal)
  • Learn about new template tags. Make sure your template tags automatically updated.
The CertCapture exemption certificate library is updated


 
  • This impacts all CertCapture users
  • Added new exemption certificate templates to the CertCapture certificate library 
  • CertCapture now logs changes to the exemption matrix 
  • You don't need to do anything. Your form library updates automatically. Be aware that new forms are available for use.
The CertCapture certificate creation wizard is now mobile-friendly
  • You don't need to do anything. This change happens automatically.
CertCapture REST API users can now create and manage their own passwords
 
  • This impacts CertCapture API user role
  • If an CertCapture administrator added you as an API user, you can create and manage your own password now
  • You don't need to do anything. This change happens automatically.
New application security features are implemented
  • You won't notice the difference, but CertCapture is more secure than ever
  • You don't need to do anything. This change happens automatically.

January 25, 2017

Pre-release notice for CertCapture release 6.6, tentatively scheduled for release March 2017

  • This release will happen during a planned maintenance window outside of US business hours. Watch your CertCapture Message Center for maintenance window details. 
  • To prepare for this release, watch your CertCapture Message Center for updates
What's coming How it will impact you How to prepare

A new product called CertExpress will be released. CertExpress is an application for exempt purchasers who need to simplify the way they store and deliver tax documents to vendors

Requests and campaigns sent from CertCapture will be impacted by the introduction of CertExpress

  • This impacts you if you collect tax forms from customers using the web portal
  • Web portal is being upgraded to the CertExpress online submission tool
  • When you send a document request to a customer, their instructions for logging in to CertExpress (formerly web portal) will be simplified
  • Template tags used in cover letters are being updated. Here's a table of changes and instructions for what to do with them
  • Familiarize yourself with the new CertExpress (formerly web portal) access instructions when available
  • Learn about new template tags. Make sure your template tags automatically update when CertCapture 6.6 is released
The CertCapture exemption matrix is being updated
  • This impacts all CertCapture users
  • The exemption matrix and form libraries are being updated, based on research of new state rulings
  • CertCapture will track and log exemption matrix changes going forward
  • If you're a CertCapture Pro user, you don't need to do anything. These changes will happen automatically.
  • If you're a CertCapture Enterprise user and have never made changes to your exemption matrix, you don't need to do anything. These changes will happen automatically.
  • If you're a CertCapture Enterprise user and have made changes to the default exemption matrix, your custom exemption matrix will stay in place. You can either keep your custom settings and continue to update them as needed, or you can adjust your settings to adopt the new CertCapture default exemption matrix.
The CertCapture certificate creation wizard will resize to display nicely on any device
  • You don't need to do anything. This change will happen automatically.
CertCapture REST APIs will have updated account management features
  • This impacts CertCapture REST API users
  • You'll have a new way to create, delete, and manage user accounts
  • You don't need to do anything. This change will happen automatically.
CertCapture for Retail settings are expanding
  • This impacts you if you use CertCapture for Retail
  • You'll be able to customize the information you collect from customers as they make purchases
  • You can add required Terms and Conditions that have to be completed before a purchaser can submit a tax form
  • You can create a welcome letter that displays once a purchaser has submitted their first tax form
  • You don't need to do anything. These options will become available automatically
  • If you plan to collect custom data from purchasers, decide the type of data so you can adjust settings when CertCapture 6.6 is released
  • If you plan to have customers fill out Terms and Conditions, or will send them a welcome letter after their first purchase, plan to adjust settings when CertCapture 6.6 is released
New application security features will be implemented
  • You won't notice the difference, but CertCapture will be more secure than ever
  • You don't need to do anything. These changes will happen automatically.

December 2, 2016

Pre-release notice for CertCapture release 6.6, tentatively scheduled for release March 3, 2017

  • The CertCapture certificate creation wizard will automatically resize to fit any viewing screen. This will impact you if you use CertCapture for Retail, eCommerce SDK, or have your customers fill out online certificates using the Web Portal.
  • There will be changes to the default exemption matrix and form libraries, based on research of new state rulings and government initiated form updates. In some cases exempt reason categories within the exemption matrix will change.
  • New application security features will be implemented
  • Expanded exemption certificate functionality is being added to AvaTax. This added functionality will be available for purchase as a product extension. If you opt into these new features, you will be able to:
    • Request exemption certificates from your customers within the AvaTax application
    • Process customers' documents and attach them to customer records within AvaTax
    • Store digital copies of your customers' exemption certificates in AvaTax
  • A new product called CertExpress will be released
    • CertExpress will provide a way for consumers to store any compliance documents needed to transact business. CertExpress users can maintain public and private libraries of exemption certificates, excise licenses, and/or withholding forms.
    • CertCapture will be able to access CertExpress users' document libraries. Forms stored in CertExpress public libraries will be available for download on-demand. Forms stored in private libraries can be transferred to CertCapture users upon request.
  • For specifics, participate in the new feature webinar in early January. When the webinar is scheduled, you can find registration information in the CertCapture message center.

CertCapture 6.5

February 6, 2017

Release 6.5.8

  • Contains bug fixes

January 26, 2017

Release 6.5.7

  • Contains bug fixes

January 5, 2017

Release 6.5.6

  • Contains bug fixes

December 16, 2016

Release 6.5.5

  • Re-process documents that fail to upload properly during data entry
  • In the CertCapture document processing queue, for documents that have been escalated for review, the number of days since escalation is marked

December 7, 2016

Pre-release announcement for CertCapture 6.5.5, tentatively scheduled for release December 15, 2016

  • It'll be possible to re-process documents that fail to upload properly during data entry
  • In the CertCapture document processing queue, for documents that have been escalated for review, the number of days since escalation will be marked

December 1, 2016

Release 6.5.4

  • Contains bug fixes

November 29, 2016

Pre-release announcement for CertCapture 6.5.4, tentatively scheduled for release December 1, 2016

  • Contains bug fixes

November 17, 2016

Release 6.5.3

  • In CertCapture for Retail, added ability to filter certificate search results by location
  • If you use CertCapture for Retail, add custom fields for customer and certificate information to your certificate wizard. Custom fields can be configured to collect custom customer and certificate fields in the first and last step of the certificate wizard in the Retail Module. 
    • Screenshot of custom customer information fields
    • Screenshot of custom certificate information fields
  • Customer number is now part of the success message displayed after uploading a compliance document using the WebPortal (online), CertCapture for Retail (at point of sale), or eCommerce SDK (within an eCommerce website)

November 11, 2016

Pre-release notes for CertCapture 6.5.3, tentatively scheduled for release November 17, 2016

  • In CertCapture for Retail, added ability to filter certificate search results by location
  • If you use CertCapture for Retail, add custom fields for customer and certificate information to your certificate wizard. Custom fields can be configured to collect custom customer and certificate fields in the first and last step of the certificate wizard in the Retail Module. 
    • Screenshot of custom customer information fields
    • Screenshot of custom certificate information fields
  • Customer number is now part of the success message displayed after uploading a compliance document using the WebPortal (online), CertCapture for Retail (at point of sale), or eCommerce SDK (within an eCommerce website)

October 27, 2016

Release 6.5.2

  • Contains bug fixes and SOC-II compliance-related enhancements

October 19, 2016

Release 6.5.1

  • Contains bug fixes

October 14, 2016

Release 6.5.0

Pre-release announcement

Pre-release notes for CertCapture 6.5.0, tentatively scheduled for release October 14, 2016

  • You will be able to filter and search for documents
  • You will be able to search a filtered list for stacks/documents and choose to work on them
  • New and improved user interface for merging and validating certificates, including the ability to validate certificates individually within the validation process.
  • User Interface changes will result in faster processing and validation of documents
  • Stay tuned for message center updates and a walk-through webinar, tentatively scheduled for September 21, 2016

CertCapture 6.4

September 22, 2016

Release 6.4.5

  • 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 8, 2016

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 26, 2016

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

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 22, 2016

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

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

CertCapture 6.3

June 9, 2016

Release 6.3.9

  • Minor improvements and fixes.

May 31, 2016

Release 6.3.8

  • If you're assigned only to one retail location, then the location is automatically selected after you log in.
  • We've made updates to CertCapture's Certificate Library:
    New/Replace Region Tax Form Name Description Exempt Reason Suggestion
    New AL USA AL Exempt Org Request USA AL Exempt Organization Request CHARITABLE/EXEMPT ORG, RELIGIOUS/EDUCATIONAL
    New AL USA AL SST Form USA AL SST Form Option Substitute State Issued Certificate RESALE
    New CT USA CT CERT 128 Contractors forMashantucket Pequot or Mohegan Tribes USA CT Exempt Purchases by Contractors in Connection with Construction Projects in Indian Country of the Mashantucket Pequot or Mohegan Tribes Prime Contractor
    New CT USA CT CERT 108 Partial Exemption Materials-Tools-Fuels USA CT CERT 108 Partial Exemption Materials, Tools, and Fuels Manufacturer-Partial Exemption
    New HI USA HI G-61 Export Exemption USA HI G-61 Export Exemption for General Excise and Liquor Taxes Foreign Shipment
    New KS USA KS ST-201 Integrated Production Exemption USA KS ST-201 Integrated Production Machinery and Equipment Exemptin Certificate INDUSTRIAL PROD/MANUFACTURERS
    New LA USA LA R-1324 Sales of Construction Materials for use in Charitable Residential USA LA R-1324 Sales of Construction Materials for use in Charitable Residential Construction by Certain Organizations Prime Contractor
    New LA USA LA R-1356-L Sales Tax Exemption for Purchases by the Federal Government  USA LA R-1356-L Sales Tax Exemption for Purchases by the Federal Government  Federal Government
    New LA USA LA R-1046 Federal Recognized indian Tribes and Enrolled Members USA LA R-1046 Sales Tax Exemption Certificate for Federally Recognized Indian Tribes and Enrolled Tribal Members  Tribal Government
    New LA USA LA R-1018 Manufactured Homes, Parts and Accessories USA LA R-1018 Purchase of manufactured homes,parts and accessories for manufactured homes, and for the resale of manufactured homes by manufactured homes retailers Manufacturer
    New LA USA LA R-1007 USA LA R-1007 Commercial Producers and Business Consumers of Farm-Related Products Agriculture
    New ME USA ME ST-A-102 Electricity-M&E for Agricultural Production USA ME ST-A-102 For purchases of electricity or depreciable machinery or equipment for use in commercial
    agricultural production, commercial fishing or commercial aquacultural production, and fuel used in a
    commercial fishing vessel
    Agriculture and Fisherman
    New ME USA ME ST-A-103 Commercial Agicultural Production USA ME ST-A-103 Affidavit Regarding Purchases of Certain Products for Use in Commercial Agricultural Production, Commercial Fishing, Aquacultural Production and Animal Agriculture Agriculture-Fertilizer
    New NC USA NC E-589I Contractor to Fulfill a Qualifying Contract with an Agricultural Exemption Holder USA NC E-589I Affidavit to Exempt from Sales and Use Tax Certain Purchases of Tangible Personal Property by Contractors to Fulfill a Qualifying Contract with an Agricultural Exemption Certificate Number Holder Contractor
    New ND USA ND Sales to a Person in Montana USA ND Certificate of Purchase-Exempt Sales to a Person From Montana NON-RESIDENT
    New NJ USA NJ ST-7 Farmer's Exemption USA NJ ST-7 Farmer's Exemption Certificate AGRICULTURE
    New NV USA NV Exempt Organization Request USA NV Exempt Organization Request CHARITABLE/EXEMPT ORG, RELIGIOUS/EDUCATIONAL
    New NY USA NY DTF-801 Indian Exemption USA NY DTF-801 Certificate of Indian Exemption for Certain Property or Services Delivered on a Reservation Affidavit / Certificate Certificate Tribal Government
    New OK USA OK Exempt Organization Request USA OK Exempt Organization Request CHARITABLE/EXEMPT ORG, RELIGIOUS/EDUCATIONAL
    New TN USA TN Exempt Organization Request USA TN Exempt Organization Request CHARITABLE/EXEMPT ORG, RELIGIOUS/EDUCATIONAL
    New VA USA VA ST-16 Commercial  watermaen who extract fish, bivalves, or crustaceans USA VA ST-16 For use by watermen who extract fish, bivalves, or crustaceans from waters for commercial purposes;
    or for motor fuel or alternative fuel purchased for commercial watercraft owned by a private business
    and used in the conduct of its business and operations
    Fisherman

May 12, 2016

Release 6.3.7

  • The new Web Portal Options configuration lets you stamp document ID’s on forms created via Web Portal/Public Wizard.
    • Navigation: Company Settings > Company Details > Web Portal Options
    • Screenshot
  • Now you can filter your customer information in ExciseCapture based on the Bill-To/Ship-To designations.

April 29, 2016

Release 6.3.6

  • CertCapture now supports single sign on through the use of SAML (Security Assertion Markup Language).
    • This functionality allows CertCapture to have single sign-on capabilities across Avalara products as well as external identity providers such as Okta.
    • Contact your Customer Account Manager (CAM) if you're interested in this feature.

April 14, 2016

Release 6.3.5

  • Retail personnel using CertCapture's Retail Module can now scan and upload documents directly into CertCapture.
  • Enterprise accounts can now systematically apply Same-As relationships to customer records using our REST APIs.
  • We've made updates to CertCapture's Certificate Library:
    New/Replace Region Tax Form Name Description Exempt Reason Suggestion

    New

    US USA US Excise NORA fee  USA US Excise NORA National Oil Heat Research Alliance Fee Exemption Certificate Excise
    New US USA US Taxable Fuel Registrant USA US Notification Certificate of Taxable Fuel Registrant Excise
    New US USA US Excise Gasoline Blended USA US Excise Certificate of Person Buying Gasoline Blendstocks for Use Other Than in the Production of Finished Gasoline Excise
    New US USA US Taxable Fuel Registrant TR USA US Notification Certificate of Taxable Fuel Registrant Terminal or Refinery Excise
    New US USA US Excise State Nonprofit USA US Excise Certificate For State Use or Nonprofit Educational Organizational Use Excise
    New US USA US Excise State Nonprofit Custom CHS USA US Custom CHS Excise Certificate For State Use or Nonprofit Educational Organizational Use Excise
    Replace CA USA CA BOE-230J Teleproduction Blanket USA CA BOE-230-J Teleproduction or Other Postproduction Blanket Exemption Sales Tax
    New CA USA CA BOE-230K Teleproduction Partial USA CA BOE-230-K Teleproduction or Other Postproduction Partial Exemption Sales Tax

April 1, 2016

Release 6.3.4

  • We've added a new Web Portal option that lets you append barcodes to the bottom of forms.
    • Navigation: Company Settings > Company Details > Web Portal Options > Append Barcode
  • You can now customize the default questions that appear for exempt reasons in the Exemption Matrix.
    • Navigation: Global Admin > Exempt Reasons > then click Add Exempt Reason or Edit
    • Previously, the Description of the exempt reason was the default question in the Exemption Matrix. Now, you can change the default questions using the Webportal/Retail Lead Question field in the Edit Exempt Reason dialog.
    • Screenshot
  • New warning message appears when trying to uploading documents through the UI.
    • The most common reason for document upload failures is because the PDF contains a non-native Adobe font type. To resolve this issue, print, scan, and upload the document using a domestic (US) version of Adobe.
    • Screenshot
  • We extended the maximum search length from 999 days to 9,999 days. You can now perform searches using 9,999 days as the date parameter.
  • If you use the REST APIs to sync with ExciseCapture, you now have a custom Boolean field that designates which records should and shouldn't be synced with Excise.
  • We've made updates to CertCapture's Certificate Library.
    • What are content library updates?
      • Content library updates define which forms have been added, removed, or updated within CertCapture’s form library. The table below illustrates any updates that were in the past weeks. Please note that the release of forms isn't necessarily bound to software releases.
    • What should I do with “new” content updates?
      • If a content library update is designated as “new”, it indicates that additional form templates are available for use in the exemption matrix.  The availability of new templates doesn't impact your current form mappings. If you would like to use newly available forms, access the exemption matrix and search for the new form.
    • What should I do with “replaced” content updates?
      • If a content library update is designated as “replaced”, this means that an existing form template has been updated. For example, if New York issues a new version of its Resale Certificate, the Avalara content team automatically updates the form on your behalf. In this case, there are no actions for you to take.
    • List of updated forms:
      New/Replace Region Tax Form Name Description Exempt Reason Suggestion

      New

      AZ

      USA AZ 5000M

      AZ 5000M Non-TPT Licensed Contractor Certificate (MRRA Project)

      PRIME CONTRACTOR

      New

      CA

      USA CA BOE-230T

      CA BOE-230-T Exemption certificate animal life, feed, drugs and medicines

      AGRICULTURE

      New

      CA

      USA CA BOE-230U

      CA BOE-230-U Exemption certificate animal life, drugs and medicines

      MEDICAL

      New

      CA

      USA CA BOE-146-RES

      CA BOE-146-RES Exemption certificate and statement of delivery in Indian country

      TRIBAL GOVERNMENT

      New

      IL

      USA IL RUT-7

      IL RUT-7 Rolling stock certification

      COMMON CARRIER

      New

      LA

      USA LA R-1381

      LA R-1381 Certificate for lease or rental of pallets used in packaging products

      INDUSTRIAL PROD/MANUFACTURERS

      New

      NY

      USA NY ST121.1

      NY ST-121.1 Exemption certificate for tractors, trailers, semitrailers, or omnibuses

      COMMON CARRIER

      New

      NY

      USA NY ST121.9

      NY ST-121.9 Exempt purchase certificate for certain property and services used in dramatic and musical arts performances

      INDUSTRIAL PROD/MANUFACTURERS

      New

      NY

      USA NY ST-123

      NY ST-123 IDA agent or project operator exempt purchase certificate

      PRIME CONTRACTOR

      New

      NY

      USA NY ST-124

      NY ST-124 Certificate of capital improvement

      CAPITAL IMPROVEMENT

      New

      OH

      USA OH STECU

      OH STEC U Unit exemption certificate

      COMMON CARRIER

      New

      UT

      USA UT 721DP

      UT 721DP Direct payment permit holders certificate

      DIRECT PAY

      New

      VA

      USA VA ST-14

      VA ST-14 Out-of-state dealer certificate of exemption

      NON-RESIDENT

      New

      WA

      USA WA 27-0050

      WA 27-0050 Digital products and remote access software exemption certificate

      INDUSTRIAL PROD/MANUFACTURERS

      New

      FL

      USA FL COMM FORM

      USA FL Communications Services Form

      TELECOM

      New

      NY

      USA NY CT-120

      USA NY CT-120 Resale Certificate for Telecommunication Purchases

      TELECOM

      New

      CA

      USA CA COMM USERS TAX

      USA CA Los Angeles Certificate of Exemption From City of Los Angeles Communication Users Tax

      TELECOM

      New

      OK

      USA OK Contractor

      USA OK Contractor Exempt Entity Instructions

      PRIME CONTRACTOR

      New

      IN

      USA IN Utility Communication Request

      USA IN Utility-Communication Sales Tax Exemption Certificate Instructions

      INDUSTRIAL PROD/MANUFACTURERS

      Replace

      FL

      USA FL Communication Form Request

      USA FL Communications Services Form

      TELECOM

      New

      OK

      USA OK Veteran Request

      USA OK Veteran Sales Tax Exemption Certificate Instructions

      CHARITABLE/EXEMPT ORG

      New

      TX

      USA TX 01-925

      USA TX Texas Timber Operations Sales and Use Tax Exemption Certificate

      AGRICULTURE

March 17, 2016

Release 6.3.3

  • There are 3 exemption document types in CertCapture's Exemption Matrix -- documents, affidavits, and requests. With this release, the roles of affidavits and requests are redefined.
    • ​​Certificates remain defined as fillable forms that collect required buyer and seller information and create an exemption certificate that is active for the period defined by the Exemption Matrix. They're saved and associated with your customer's account.
    • Affidavits are now defined as fillable forms that enable a buyer to agree to the requirements of exemption, and may define additional forms/documents that also need to be submitted. They're active for a period not defined by the Exemption Matrix, but by you in your CertCapture settings. They're saved and associated with your customer's account.
    • Requests are now defined as a set of instructions that provides a buyer with all the information they need to submit the state or federal supplied document necessary for exemption. They can be used as a cover sheet to help auto-associate the submitted form with the Buyer account.
  • You can now upload and auto-associate standard and custom exposure zones to customer records through the bulk upload functionality
  • The following forms have been updated in CertCapture's Certificate Library. You may want to update your Exemption Matrix mappings.
    • Primary: In our opinion, you should map these forms to the given exposure zone/exemption reason combination
    • Suggested: In our opinion, you can use these forms, or other forms, as you deem appropriate.
      Region Tax Form Name Description Exempt Reason Suggestion Primary/Suggested
      AZ USA AZ 5000M AZ 5000M Non-TPT Licensed Contractor Certificate (MRRA Project) PRIME CONTRACTOR Suggested
      CA USA CA BOE-230T CA BOE-230-T Exemption certificate animal life, feed, drugs and medicines AGRICULTURE Suggested
      CA USA CA BOE-230U CA BOE-230-U Exemption certificate animal life, drugs and medicines MEDICAL Primary
      CA USA CA BOE-146-RES CA BOE-146-RES Exemption certificate and statement of delivery in Indian country TRIBAL GOVERNMENT Suggested
      IL USA IL RUT-7 IL RUT-7 Rolling stock certification COMMON CARRIER Primary
      LA USA LA R-1381 LA R-1381 Certificate for lease or rental of pallets used in packaging products INDUSTRIAL PROD/MANUFACTURERS Suggested
      NY USA NY ST121.1 NY ST-121.1 Exemption certificate for tractors, trailers, semitrailers, or omnibuses COMMON CARRIER Primary
      NY USA NY ST121.9 NY ST-121.9 Exempt purchase certificate for certain property and services used in dramatic and musical arts performances INDUSTRIAL PROD/MANUFACTURERS Suggested
      NY USA NY ST-123 NY ST-123 IDA agent or project operator exempt purchase certificate PRIME CONTRACTOR Suggested
      NY USA NY ST-124 NY ST-124 Certificate of capital improvement CAPITAL IMPROVEMENT Primary
      OH USA OH STECU OH STEC U Unit exemption certificate COMMON CARRIER Primary
      UT USA UT 721DP UT 721DP Direct payment permit holders certificate DIRECT PAY Primary
      VA USA VA ST-14 VA ST-14 Out-of-state dealer certificate of exemption NON-RESIDENT Primary
      WA USA WA 27-0050 WA 27-0050 Digital products and remote access software exemption certificate INDUSTRIAL PROD/MANUFACTURERS Suggested
      FL USA FL COMM FORM USA FL Communications Services Form TELECOM Primary
      NY USA NY CT-120 USA NY CT-120 Resale Certificate for Telecommunication Purchases TELECOM Primary
      CA USA CA COMM USERS TAX USA CA Los Angeles Certificate of Exemption From City of Los Angeles Communication Users Tax TELECOM Primary

March 3, 2016

Release 6.3.2

  • New feature protects all PDFs stored at rest in the CertCapture database with AES256 encryption
  • CertCapture’s form and logic engine (Gencert 2.0) now supports Topaz signature pads.
    • Topaz signature integration is a custom feature. Reach out to CertCapture sales if you are interested in this feature.
  • You can now define what items show up in the Description of property to be purchased drop-down during certificate creation.
    • Available to: Admin Users 
    • Navigation: Company Settings > Company Details > Edit button under Client Information
    • In the Edit Client Entity window, in the  Equipment Description field, type your products delimited by a
      • ​Example: Soda | Wine | Expensive Bottled Water
      • Video Example

February 18, 2016

Release 6.3.1

  • Added a new thunderbolt icon Thunderbolt.pngto indicate that an invalid certificate was recently received.
    • User Roles: All User Roles
    • Navigation: Search > Customer Search > Customer Information > Taxability Info > Active Linked Certificates
    • Active linked certificates display the status of the most recently received, manually-validated certificates within CertCapture. If a new, invalid certificate is received while there is already an active, valid certificate on file, a thunderbolt icon appears on the active certificate.

February 4, 2016

Release 6.3

  • The Exemption Matrix is a new feature that provides a central location to manage your company's exemption rules, including:
    • Which states/exposure zones you would like to collect certificates for
    • Which exempt reasons you would like to collect certificates for
    • The option to create custom form expiration rules
    • The ability to map forms to exposure zones/exempt reasons
    • The option to include customized questions/prompts
  • Screenshot of the Exemption Matrix

    ​Note

    If you currently have custom configurations for your exemption rules, these will be preserved upon release of the Exemption Matrix. If you have any questions, please contact Avalara Support.

  • Moved or deleted, certain menu items in the navigation ribbon, and added a new menu option called Company Content. Navigation paths for the changes are listed below:
    • Exemption Matrix (new feature): Company Content > Exemption Matrix
    • Nexus Settings (formerly Nexus, under Company Settings): Company Content > Nexus Settings
    • Certificate Library (formerly under Reports): Company Content > Certificate Library
    • Certificate Templates (formerly under Requests): This option no longer exists. Its functionality is rolled up into the Exemption Matrix.
    • Expiration Matrix (formerly under Company Settings): This option no longer exists. Its functionality is rolled up into the Exemption Matrix.
  • Updated the form completion process in the Retail Module, the Web Portal, and the E-Commerce plugin:
    • You can configure custom questions that guide your customers to the proper form
    • Fields are shown or hidden based on their input
    • Tax IDs and registration numbers are verified for correct formatting prior to submission

      Note:

      CertCapture flags improper formatting, but doesn't verify the validity of the Tax ID.

CertCapture 6.2

January 14, 2016

Release 6.2.15

  • Certificate stacks uploaded through CertCapture now appear faster as they are processed, validated, escalated, and completed.

December 28, 2015

Release 6.2.14

  • Custom exposure zones can now be added in ExciseCapture
    • Navigation: Global Admin > Exposure Zones > Add Exposure Zone button
    • User Roles: Admin
    • Screenshot
  • New option to void or delete a certificate
    • If you are interested in enabling this feature, please reach out to Avalara Support

December 10, 2015

Release 6.2.13

  • You can now create a campaign that blends both domestic and international customers
  • Three new statuses are available in the Campaigns Overview pie chart:
    • Navigation: Requests > Campaigns > Manage (Existing Campaign) > Overview
    • Pending Validation: We have received a certificate from your customer included in the campaign but it is currently in data entry awaiting validation
    • Valid Certificate in Round ‘x’: A valid certificate was received from your customer in a given round ‘x’
    • Invalid Certificate in Round ‘x’: An invalid certificate was received from your customer in a given round ‘x’
  • Clicking the + button next to a customer record within a campaign, the Status column now reflects which round a message was sent in for each exposure zone
    • Navigation: Requests > Campaigns > Manage (Existing Campaign) > Overview
    • Screenshot
  • The Progress column illustrates what type of solicitation was included in a campaign, how many solicitations have been sent, and details if there are multiple rounds
    • Navigation: Requests > Campaigns > In-Progress Campaigns
    • Screenshot
  • The Status column has been removed for In-Progress Campaigns
    • Navigation: Requests > Campaigns > In-Progress Campaigns
    • Screenshot
  • You can now generate reports from CertCapture that yield 0 results. The report description appears in the top rows of the excel file but subsequent rows are empty
  • Web portal users can now complete SST forms for Washington and Wisconsin

November 30, 2015

Release 6.2.12

November 13, 2015

Release 6.2.11

  • Back buttons, workflow changes, and hide/show settings added to the Web Portal
    • In the Want to add a new certificate? section of the Web Portal, your customer must select a state before the form can be filled online
    • Added a back button to the Upload/Replace Certificate screen
    • Added a setting that allows you to hide/show your customer the option to upload/complete additional forms
  • CertCapture for Retail users can now print/produce cover letters for forms that require manual submission
    • Feature is available to the following user roles: Admin, Users with CertCapture for Retail access
    • Feature is available for: Exemption Certificates
    • How to navigate to this feature: Retail Module > State Requiring Manual Submission (e.g. Florida Resale)
      • You can now produce cover letters for states that require manual submission of forms
      • First, in CertCapture, go to Requests > Certificate Templates and unmap any non-Agriculture/Resale certificates. By default, this will produce the manual submission cover letter that appears while going through the form creation process in CertCapture for Retail
      • Video Description
  • REST API Enhancements
    • Ability to pass customer information from a CRM to CertCapture for use in W8/W9 form creation
    • Ability to filter the status of requests by “delivery method” and “status”
    • Whenever changes are made using the REST API, the event is listed and the following external APIs are automatically triggered – Calc, Calc (with multi-application logic), SQS

October 29, 2015

Release 6.2.10

  • When a form is not available in the web portal, users receive new instructions for completing that form
    • Feature is available to: Pro and Enterprise Customers
    • Feature is available to the following user roles: Web Portal Users
    • Feature is available for: Exemption Certificates, W8/W9, Excise
    • How to navigate to this feature: Web Portal > Forms Not Available Online (e.g. Florida Resale)
    • Capability: The experience is improved for web portal users who arrive at a form not available online; a new document upload message provides clear manual submission instructions
    • Screenshot

October 15, 2015

Release 6.2.9

  • File download times have been enhanced; the system can now download up to 5 GB of information within seconds
    • Feature is available to: Pro and Enterprise Customers
    • Feature is available for: Exemption Certificates, W8/W9, Excise
    • Capability: CertCapture can handle bulk print requests and large campaigns containing 20,000+ customers

October 8, 2015

Release 6.2.8

  • AvaTax accounts now receive a notification to contact support when adding a custom exempt reason to CertCapture
    • Feature is available to: Pro and Enterprise Customers
    • Feature is available to the following user roles: Admin, API
    • Feature is available for: Exemption Certificates, W8/W9, Excise
    • How to navigate to this feature: Global Admin > Exempt Reason > Add Exempt Reason
    • Capability: If an AvaTax/CertCapture user tries to add a custom exempt reason, they will be directed to support to ensure that the addition(s) are properly integrated into AvaTax
  • New template tag pulls the Contact field from the customer record into Email Templates/Cover Letters
    • Feature is available to: Pro and Enterprise Customers
    • Feature is available to the following user roles: Admin, Advanced
    • Feature is available for: Exemption Certificates, W8/W9, Excise
    • How to navigate to this feature: Requests > Email Templates/Cover Letters > Template Tags
    • Capability: A new template tag is available which dynamically pulls the Contact name from a customer record into an email template or cover letter for a campaign.
    • Screenshot for the exact customer field pulled
  • Admin level users now have the ability to add and delete custom user roles (previously they could only be added)
    • Feature is available to: Enterprise Customers

October 1, 2015

Release 6.2.7.2

  • Certificates submitted through the CertCapture for Retail have multiple validation options
    • You can automatically or manually validate certificates submitted through CertCapture for Retail. Contact Avalara Support to enable this feature
  • Barcodes are applied to certificates created in the CertCapture for Retail
    • The CertCapture for Retail provides additional customer information on generated certificates. With this new enhancement, both barcodes and certificate ID's are stamped on the bottom of certificates created through the CertCapture for Retail. This lets your customer service representatives view customer specific information and transcribe relevant content to systems outside of CertCapture.
    • Contact Avalara Support to enable this feature
    • Screenshot

September 17, 2015

Release 6.2.7

  • Custom messages can be sent with single requests for certificates
    • Feature is available to: Pro and Enterprise Customers
    • Feature is available to the following user roles: Admin, Advanced, and those with campaign access
    • Feature is available for: Exemption Certificates, W8/W9, Excise
    • How to navigate to this feature: Requests > Single Request 
    • Capability: Add a custom message above the content of a cover letter to maximize the effectiveness of the request. When you select the Expired/Invalid/Missing Cover Letter, the custom message appears before the “Dear Sir or Madam” line. For Standard Request letters, the content appears at the very top.
    • Screenshot

September 3, 2015

Release 6.2.6.1

  • Improvements to REST API:
    • API returns: “200 0 results” message if a user searches for a non-existent customer
    • The primary key for customer REST API's is now “customer_number”. This simplifies managing customers from sources other than CertCapture.
    • Improved ease of use for pivoting data. Data is now showing on end points and it is easier to update
    • Ability to filter certificate information where “calc_id” or any column looking for an integer value is null

August 27, 2015

Release 6.2.6

  • Added ability to validate certificates by locationHoverTT.png
    • Feature is available to: Pro and Enterprise Customers
    • Feature is available to the following user roles: All users
    • Feature is available for: Exemption certificates, W-8, W-9
    • How to navigate to this feature: Data Entry > Current Company
    • Certificate submissions via web portal are sorted in data entry by “buckets”
    • Capability: This new “buckets” feature lets admin personnel both organize the receipt of certificates submitted via web portal and manage which users have access to location-specific certificate submissions. Buckets are similar to email folders; as certificates flow into CertCapture from certain locations, the certificates flow into location-specific “buckets” on the data entry screen. By default, nothing has changed with the Data Entry interface. If you would like this feature enabled, please reach out to Avalara Support.

August 6, 2015

Release 6.2.5

  • For Pro or Enterprise accounts, when using Email as the method of delivery for a single request or a campaign, the selected cover letter is now used as the body of the email, as well as attached as a PDF

Note:
All message editing must be done in the cover letter template, prior to initiating the request or campaign, as the email field is no longer editable.

  • For Pro or Enterprise accounts, when performing an advanced customer search, the Customer Bill / Ship Information tab is updated with four new search options in the Customer Type drop-down:
    • Customer is a BillTo
    • Customer is not a BillTo
    • Customer is a ShipTo
    • Customer is not a ShipTo
  • For Enterprise accounts, new API users can perform various Cover Letter, Template, and Exposure Zone/Exempt Reason actions. Documentation is updated to reflect these new capabilities
  • GenCert code is updated to clearly communicate error messages

July 23, 2015

Release 6.2.4

  • For Pro or EnterpriseHoverTT.png accounts, the email address in the From field associated with a certificate or document request or campaign can be set to an email of your choosing. Contact Support to change the client notification email address in your company settings.
  • For Pro or EnterpriseHoverTT.png accounts, Admin users can select whether the MTC and SST options appear in the Select Group drop-down menu. To access, go to Data Entry > Current Company > Stacks to be validated.

July 15, 2015

Release 6.2.3

  • For Pro or EnterpriseHoverTT.png accounts, upgrades to the campaign module allow users to:
    • Clone campaigns
    • Track the progress of campaigns
    • Send cover letters only
    • Select templates to include in campaigns
    • Integrate with Retail Module to conduct campaigns by location
  • For Pro or EnterpriseHoverTT.png accounts, the Public Wizard is available. You can provide your customers with a link to a public portal where they can fill out a certificate or document for a particular location and it is submitted directly to your stacks for validation. You must contact Support to gain access to this feature.
  • When a web portal request is sent to a customer and there is no template available, the Fill Online option is disabled and instead, the Upload Form option is available.

June 25, 2015

Release 6.2.2

  • For Pro or EnterpriseHoverTT.png accounts, when submitting a single request for an exemption certificate, you can now select Cover Letters Only to generate a cover letter without any exemption certificate templates
  • For Enterprise accounts, you can link exemption reasons to certificate templates based on exposure zones
  • When linking multiple customers to the same exemption certificate, you no longer need to separate customers with a comma
  • For Pro and Enterprise accounts, customer and summary information appear in a dialog box next to the certificate. To access, go to Data Entry > Current Company > Certificate Stack
  • Improvements to email notification
  • In an email campaign, the cover letter subject is now the subject line for all emails
  • For the W8/W9 Web Portal, the Title field is no longer a required field

June 11, 2015

Release 6.2.1

  • Rest API is now available
  • In CertCapture for Retail, you can now view account details, users, and permissions associated with a retail location
  • Now when you filter exposure zones by MTC/SST, it filters the MTC/SST selections to your specific exposure zones instead of selecting all MTC/SST states
  • SST exemption certificate forms are now available in the form library for all SST states

May 29, 2015

Release 6.2

  • You can now search across customers and see which single requests have been sent. You can sort these results by date range.
  • You can now create and/or upload certificates for exposure zones that are not listed under the company's direct exposure zone list.
  • You can now create multiple certificates from a single request.
  • The CertCapture Retail module is now available. This module lets you create and retrieve exemption certificates at the point of sale and automatically store them within CertCapture.

CertCapture 6.1

May 7, 2015

Release 6.1.7

  • Changes to customer information in CertCapture automatically update in AvaTax
  • If you log in after a time out it will automatically direct you to the screen where you left off
  • You can now create and share permanent URLs that navigates directly to the customer information. Ensure that the person accessing this URL is signed in to CertCapture.

April 29, 2015

Release 6.1.6

  • Added import or mass update feature for the Attention Name field in the customer records 
  • You can now see the status messages for outbound faxes in the History tab of a customer
  • You can now see your permission levels details in the rightmost column of the dashboard
  • Added additional advanced search functions, Single Certificate and PO Box, for filtering the data for a report
  • When you select Others as the Reason for an invalid letter, the notes section is automatically populated

April 10, 2015

Release 6.1.5

  • Updated content library to include latest the W-9 form template (December 2014 version)
  • Added file format support for customer and certificate records
  • Added WalkMe support
  • Added the option of enrolling for automated API performance email notification for data transfer
  • Added the option of using email and fax cover letters as email templates
  • Improved screen layouts for better customer experience

March 27, 2015

Release 6.1.4

  • You can now track invalid documents within a campaign
  • Added SST system settings to support SST and Non-SST certificates
  • Updated Public API and WebPortal Documentation sites
  • Added automated notification when a user finishes filling an exemption certificate in the WebPortal. Individuals requesting a exemption certificate through the WebPortal can now opt to receive an email notification on completion of the document.
  • Updated Federal upholding exemption certificates available in the WebPortal. Simplified W-8 and W-9 instructions.
  • Added additional data support for W-8 and W-9 forms. Vendors completing these forms can now see their entry and selections saved in the Customer fields for Exempt Payee Code, FATCA Reporting Code, and Withholding Taxes.

March 12, 2015

Release 6.1.3

  • Added sample cover letters for use with invalid, expired, or missing certificate campaigns
  • Changed the default system settings to make setup easier
  • Simplified the web portal instructions for submitting certificates
  • Added an application screen to simplify setting up the connection between CertCapture and AvaTax
  • Added support for file uploads that contain no data
  • Added fields for entering contact names during the certificate validation process

February 27, 2015

Release 6.1.2

  • Updated the support links listed in the footer of the CertCapture interface
  • Improved the data processing speed of the job manager
  • Added form DR-13, the Florida Annual Resale Certificate for Sales Tax

February 19, 2015

Release 6.1.1

  • Improved search speed by 30%
  • Added drop-down menu to advanced search filters
  • Rebranded the WebPortal certificate request tool to differentiate it from the CertExpress buyer tool

February 12, 2015

Release 6.1.0.1

January 30, 2015

Release 6.1

  • Improved certificate campaigns to allow multi-round certificate requests, each with targeted messaging and customized delivery
  • Added interactive on-screen labels for W-9 document data

CertCapture 6.0 

January 13, 2015

Release 6.0.32

  • Added new web service calls (APIs) that allow other software to leverage more CertCapture functionality
  • Added the W-8BEN-E form, an IRS withholding certificate, to the web portal

December 16, 2014

Release 6.0.31

  • Improved the usability of the web portal by adding UI navigation text
  • Simplified the auto-generated passwords for web portal customer campaigns 
  • Increased, to 60 days, the allowed customer response time for web portal certificate requests 
  • Improved certificate search when you click the back button after you select a certificate
  • Added editable customer fields for W-9 documents

December 2, 2014

Release 6.0.30

  • Added Streamlined Sales Tax (SST) support of data required for audit compliance
  • Added and updated exemption forms for several states
  • Enhanced the bill-to / ship-to reporting tool by showing full customer information in the report
  • Extended data feed capabilities to improve search and reports

November 13, 2014

Release 6.0.29

  • Added visual indicator for sending out bulk mail
  • Improved message center layout and usability
  • Updated Sabrix API integration to improve handling of messages
  • Added ability to link or unlink ship-to customers in the web API

October 30, 2014

Release 6.0.28

  • Added user interface messages that help prevent accidental data deletion
  • Added feature to group certificates related to a project
  • Added feature to track transactions for a particular job
  • Increased the speed of processing large requests and campaigns of certificates
  • Improved the integration with AvaTax

October 15, 2014

Release 6.0.27

  • Added automatic exposure zone updates based on newly uploaded certificates
  • Added dynamic template list that changes based on state and exposure reason selection
  • Improved the Vertex API integration
  • Added ability to search for data in custom fields
  • Improved control over which user types can add or edit certificates
  • Simplified the process for assigning certificates to multiple customers
  • Simplified unlinking customers from a certificate
  • Increased the level of detail for defining home-rule state exemptions
  • Added support contact information to the web portal
  • Added the ability to specify an address for certificate request mailings

September 26, 2014

Release 6.0.26

  • Added ability to edit the legal name for a customer
  • Added support for company names with special characters
  • Added modified date as a search result element
  • Added custom date option for campaign cover letters

September 11, 2014

Release 6.0.25

  • Added ability to select the source of a certificate
  • Added ability to search "X days from today"
  • Added several new forms
  • Added ability to delete a certificate from the certificate detail page
  • Added a function for linking one certificate to multiple customers
  • Added automatic API call to the accounting system when changes are made in CertCapture
  • Added equipment description field in company details
  • Improved handling of invalid email addresses in a campaign
  • Removed a blank screen during a certificate edit search
  • Fixed handling of manual customer deletions
  • Fixed the list of certificates that shows during a single campaign request
  • Fixed Javascript issue in Internet Explorer 10 and 11
  • Added customizable option for how the web portal collects certificate information
  • Fixed a problem that deleted additional customer records beyond the search query results
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