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Avalara Help Center

Link Admin Console and CertCapture accounts

Overview

You want to link your CertCapture and AvaTax accounts so you can exempt your AvaTax customers' transactions from tax.

Environment

AvaTax

CertCapture

Resolution

  1. Sign in to AvaTax.
  2. Click the Organization tab and then select your company. 
  3. Click Exemptions.
    • If you don't see Exemptions or the page doesn't load, you'll need to enable Exemption Certificate Settings.
    • To do enable that, go to Settings > Exemption Certificate Options > Enable Exemption Certificate Management System (ECMS)
    • See Enable ECMS 
  4. Click CertCapture Company Settings
    • Set the Status to Enabled
    • For Client Code, enter moved_to_certcapture
    • For Org Code, enter your CertCapture company ID. 
    • Click Save.
  5. If you're a user on your account with Admin permissions to both Admin Console and CertCapture, submit a case to Support to initiate the sync.

    To submit a case to our Support team, please fill out this online form: https://help.avalara.com/Directory/Contact_Avalara/Submit_a_Case

     
    In your case, please include the following:

    • Account number of your AvaTax Admin Console

    • Name of the Admin Console company

    • Name of the CertCapture company

    • Specify whether this link is for a Development or Production environment

  6. Avalara Support will contact you with additional details.

 

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