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Avalara Help Center

How do I edit a multi jurisdiction certificate in CertCapture?

Overview

You want to know how to edit an existing multi jurisdictional certificate.

Environment

Avalara CertCapture

Resolution

  • Pull up the certificate
  • All of the certificate states are listed under Associated Multi-Jurisdictional Certificates 
  • To change the exemption reason click Edit and change the Exemption Reason, it will update on all certificates attached
  • Click on the state name to go to that state certificate to update dates or customers on specific certificates:
    • To change certificate information click Edit on the Details tab
    • To change/add a customer click the Customers tab

 

Note: If an error indicating the certificate cannot be edited appears, this indicates the certificate has already been applied to a sale. You can change the expiration date to an earlier date. You must create a new certificate to make any other changes.

 

 

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