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Avalara Help Center

How do nexus and ship to states affect certificate requests?

Overview

You are sending certificate requests and want to know how the customer will see the states based on your nexus and ship to state selection.

Environment

Avalara CertCapture

Resolution

  • A mailing campaign only sends requests for regions which are both selected in Nexus and a ShipTo state on the customer record
  • A single request can be sent for any region selected or not selected in Nexus or as a ShipTo state
  • A customer can supply certificates for all ShipTo states in the Web Portal, even if those states are not selected in nexus
  • In CertExpress the customer sees a missing / invalid reason for each region where no valid certificate exists, based on your Nexus selection:
    • NON-NEXUS: MISSING CERT
    • NON-NEXUS: INVALID CERT
    • EXPOSURE: MISSING CERT
    • EXPOSURE: INVALID CERT
  • However they only see a state, if it is listed as a ShipTo state on the customer record.

 

Note: We recommend selecting Nexus where you want to collect certificates and adding a ShipTo for states where you ship a particular customer's purchases within Nexus.