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Avalara Help Center

Can I edit Certificates in Bulk in CertCapture?

Overview

I need to change the exempt reason on a lot of certificates as I made an error when I initially imported them.

Environment

Avalara Avatax

CertCapture

Resolution

  • Exemption reasons in CertCapture can be changed in bulk via the user interface. Perform a customer search to find the exact customers that need certificates updated. From the search results, select Change Exempt Reasons from the Perform Action on Results dropdown.

  • Next, choose the correct exempt reason and select one or more states (zones) for which the exempt reason applies. You can only add one exempt reason and zone(s) combination at a time, so if your customers have more than one exempt reason, perform these steps multiples times.