Avalara CertCapture FAQ
Welcome to the Avalara CertCapture FAQ. Find answers to the questions other people are asking. Type something into the search bar if you can't find what you're looking for.
- API Error This ExemptCert references a non-existant entity and cannot be saved verify the CompanyId
- Automatic Expirations in CertCapture
- Barcode stamp at bottom of certificate
- Bulk Delete Certificates in CertCapture
- Campaign status stuck at In Process
- Cannot validate a certificate because Tax Number Type is required
- Can CertCapture apply an exemption reason per state on a multi jurisdictional form?
- Can CertCapture request emails be customized?
- Can CertCapture store all addresses and certificates?
- Can I access stacks other users have claimed?
- Can I add custom information to my requests in CertCapture?
- Can I attach two customers to one certificate and choose which jurisdictions each is exempt from?
- Can I change the date format in CertCapture?
- Can I combine vendors in VendorCapture?
- Can I delete Custom Fields that I create in Certcapture?
- Can I edit the columns in the CertCapture Customer Import template?
- Can I enter an exemption certificate for the future?
- Can I re-add a customer I deleted from CertCapture using the same Customer Number from my ERP?
- Can I run a report showing Certificates added by our customers via the WebPortal vs. Certificates added by us in Avalara CertCapture?
- Can I send an image in the body of the email certificate request?
- Can I send a certificate request through the CertCapture API?
- Can I set up multiple users with the same email address in CertCapture?
- Can I skip the validation process for certificates in CertCapture?
- Can I use custom exemption reasons in CertCapture with Avalara Avatax?
- Can I use more than one PO number on a single use certificate?
- Can I use my CertCapture login to log into AvaTax?
- Can I use the alternate ID field in Certcapture to add a second different customer number coming from a different ERP?
- Can I view the date a certificate was modified in a report in CertCapture?
- Can my user be made admin in Cert Capture?
- Can the certcapture API use wild cards for the search function?
- Can we mass update the expiration date on all of our certificates in CertCapture?
- Can we update the Web Portal so that our customers can see our contact information?
- Can we use the same Shipping ID for all customers?
- Can you delete specific states on a multi-jurisdictional certificate in CertCapture?
- Can you reuse a Certificate number in CertCapture?
- Can you start a campaign for all certificates that need to be updated but still exempt those customers from sales tax in the interim?
- CertCapture Search Error: Invalid request, please refresh to continue
- Change email address for CertCapture notifications
- Change the FROM email on a campaign request
- Copy multiple email addresses in a CertCapture campaign request
- Create a company in CertCapture
- Disable Certificate Completion Notification from CertCapture
- Does Avalara CertCapture validate the legitimacy of certificates submitted by our customers?
- Does Avalara have a database of companies with resale exemption certificates?
- Does selecting nexus in CertCapture cause tax calculation?
- Does the customers address appear anywhere on the certificate request?
- Edit the certificate PDF in CertCapture
- Expand Bill-to-Ship Addresses Campaign Setting
- Forward CertCapture Reports to Others
- How Are My Certificates and Exemptions Calculated?
- How can I apply the same selections on all certificates in stack validation?
- How can I avoid a session timeout in CertCapture?
- How can I change a user email address in CertCapture?
- How can I change my Master company name?
- How can I configure Holidays in CertCapture?
- How can I create a backup of my customers with certificate images in CertCapture?
- How can I create a custom report in CertCapture?
- How can I edit an existing saved search?
- How can I export certificate records?
- How can I find an Invalid certificate that does not have a customer attached?
- How can I find a certificate with a particular attribute?
- How can I find certificates submitted via CertExpress in CertCapture?
- How can I find my username for CertCapture?
- How can I find the Last Transaction Date of existing customer records?
- How can I get images of all my CertCapture certificates?
- How can I get Single Sign On (SSO) for Avalara CertCapture?
- How can I have the certificates entered directly in the admin console deactivated?
- How can I integrate CertCapture into a web page?
- How can I make a customer inactive in Certcapture without losing the history?
- How can I make a customer taxable in CertCapture?
- How can I print multiple certificates at once in CertCapture?
- How can I receive a copy of email requests sent from CertCapture?
- How can I remove a customer from a campaign in CertCapture?
- How can I request w9's 'Federal Withholding' from customers in CertCapture?
- How can I reset a user password in CertCapture?
- How can I search for customers created via a datafeed in CertCapture?
- How can I see an example of a email template/cover letter in Certcapture?
- How can I set a REST API password for a user in CertCapture?
- How can I stop getting an emailed report that is blank?
- How can I update a customer record so it shows we do not need a certificate from them because they have not made any recent purchases?
- How can I update the exposure zones once the certificate stack has been completed?
- How can I view CertCapture usage?
- How can you edit a CertCapture certificate request email?
- How does a certificate get associated with a state?
- How do I add a customer to an existing certificate in CertCapture?
- How do I add a Link BillTo Customer in CertCapture?
- How do I add a PO number to an exemption certificate in CertCapture?
- How Do I Add a Ship-to Customer and/or State for a Customer in CertCapture?
- How do I add a single use certificate in CertCapture?
- How do I add resolve an AvaCert communication error?
- How do I adjust the colors in CertCapture?
- How do I bulk delete customers in CertCapture?
- How do I change my password in CertCapture?
- How do I change my username in CertCapture?
- How do I change the default company in CertCapture?
- How do I change the subject of a exemption certificate request in Avalara CertCapture?
- How do I check the history on a customer in CertCapture?
- How do I correct the non-US country on my customer records?
- How do I create Custom User Roles in CertCapture?
- How do I delete a document I uploaded in CertCapture in error?
- How do I edit an existing cover letter in CertCapture?
- How do I edit a multi jurisdiction certificate in CertCapture?
- How do I edit the Exempt Reason on my certificate in CertCapture?
- How do I edit/change the Exemption reason on a certificate in CertCapture?
- How do I find out which of my customers have multiple certificates in CertCapture?
- How do I fix error message ERROR: 22021 : A database error has occurred?
- How do I fix "Could not determine application access." for a user in CertCapture?
- How do I invalidate/revoke a certificate in CertCapture?
- How do I link multiple customers to an existing certificate in CertCapture?
- How do I mark customers as taxable in CertCapture
- How do I remove a state from a customer record in CertCapture?
- How do I remove invalid reason or reactivate a certificate ?
- How do I remove visibility to a company in CertCapture for a user at my company?
- How do I resolve "File does not exists, please contact CertCapture Support" when adding a comment/file to my Customer?
- How do I resolve 'Merge Error: Re-Process Document' in CertCapture?
- How do I resolve No match found for ECMS Cert Id.
- How do I resolve the error: The certificate customer is not associated to a country.?
- How do I resolve the error "Error: Login failed username not found." when using the CertCapture API?
- How do I resolve the error "Unable to email request - no file found - Ensure you have selected at least one file to send?"
- How do I resolve the error API call initiated for certificate: Failure. Received response: Failure after sending api call. Please contact support. in CertCapture?
- How do I resolve the error The certificate customer(XXXXX) does not contain an address.?
- How do I respond to a certificate request if my address changed?
- How do I setup a DROPSHIP customer in Certcapture?
- How do I set a different expiration date for each state in a Certificate with Multiple Jurisdictions?
- How do I set up a CertCapture FTP?
- How do I troubleshoot CertCapture issues within a connector?
- How do I unlink a certificate from a customer?
- How do I update a CertCapture user's email address?
- How do I update a form in the Certificate Library?
- How do I update the certificates in the Admin Console after I change their change their customer's customer ID?
- How do I use CertExpress?
- How do I view a list of customers that do not have a certificate in CertCapture?
- How do multi jurisdictional certs count towards our usage in Avalara CertCapture?
- How do nexus and ship to states affect certificate requests?
- How do we know if the exemption certificate is correct?
- How do you use the API for CertCapture?
- How long does it take to email a certificate request?
- How should I format the Exposure List in an Email Certificate API request call?
- How to change time zone within CertCapture?
- How to edit Data Entry Sets in CertCapture?
- How to I pull exemption certificate information from the Admin Console?
- How will a customer in Avalara CertCapture make my transaction non taxable in my ERP?
- If I do a customer import in CertCapture with existing customers, will it duplicate or ignore them?
- Is there an Avalara service we can use to provide our own exemption certs to a vendor?
- Is there a delay between when I upload a Certificate and Tax is credited?
- Is there a limit for page uploads in CertCapture?
- Is there a tag in Avalara CertCapture I can use to set up an Attention To on my requests and cover letters?
- I am calling from a Lowe's Store and need help with CertCapture, who do I need to contact?
- I have manually added a customer to Certcapture. How do I add a SHIPTO state/Exposure zone to that customer code?
- Link Admin Console and CertCapture accounts
- Multi-jurisdictional Certificate fails with Invalid ExemptReasonId and Region Combination Error
- Multiple Certificate Requests at Once
- Oldest Effective Date for a certificate
- Receive emails when new certs are added
- Resolve CertCapture API error messages
- Search for all customers with valid certificates
- Set a default Return Date for CertCapture requests
- Should I upload a certificate or change a report for a customer?
- Stop New Stack Available For Validation emails
- Unlink Same-As customers in CertCapture
- Update your CertCapture for eCommerce Integration
- View API Call History for a Certificate
- What are the minimum computer requirements for CertCapture?
- What can I do if my certificate data is not updating?
- What does The certificate customer is not associated to a country in the Failed API report mean?
- What do I do if my certificate request login has expired?
- What errors responses can occur from an Email Certificate API call?
- What Exposure zone do I choose when there are multiple jurisdictions on a certificate?
- What is a DocumentRefNo and why is it required in CertCapture?
- What is my assigned Fax Number in CertCapture?
- What is the Created Date and why can't I change it?
- What is the expiration checker that I see on the history of my certificate?
- What is the expiration date of a certificate when it's not printed on the certificate?
- What is the recommended end date on a single use certificate?
- What is the timezone for the CertCapture History tab?
- What should I do if the image of a certificate in a stack will not load?
- What should I do when I receive an error email from CertCapture?
- What should I do with Entity/Use codes in Avalara CertCapture now that the Streamlined Sales Tax Project (SSTP) has separated educational and religious organizations into two categories?
- Where can I find documentation on the CertCapture API?
- Where can I find preformatted certificate templates in CertCapture?
- Where did the stack I was validating go?
- Where is the upload option when completing a document request in CertExpress?
- Where should Apple retail users go for assistance?
- Which web browsers are compatible with Avalara CertCapture?
- Who do I contact if the information on my exemption certificate request is incorrect?
- Who is the avatrusteduser showing in CertCapture history?
- Why am I getting "There was an error locating your account from the provided URL" when I try to log in to CertCapture?
- Why am I getting an error when adding an exemption certificate for Alaska, Montana, Oregon, New Hampshire, and Delaware?
- Why am I getting errors when trying to upload a certificate with CertCapture?
- Why am I receiving an API Call Failure with the following response: "Could not find active certificate (number) for customer"?
- Why are a customer's regions categorized as EXPOSURE: MISSING CERT at creation?
- Why are certificates in Pending status not editable?
- Why are certificate requests for only some states being sent in my mailing campaign?
- Why are my customers unable to complete and submit their certificates online?
- Why are my imported customers not showing a Bill To customer?
- Why are my multi-jurisdictional certs not showing in the admin console from Avalara CertCapture?
- Why are no states in the drop-down for CertExpress?
- Why are the associated Multi-Jurisdictional certificates not attached to the same customer?
- Why can't I assign a custom user role as the default role for my user?
- Why can't I delete or edit the Certificate Attribute Multi-Jurisdictional?
- Why can't I edit certificates in CertCapture?
- Why can a CertCapture Admin user not see the Global Admin tab?
- Why can I not login to CertCapture using Internet Explorer?
- Why can I not see all regions in the Customer Tax IDs fields on the certificate I am validating?
- Why can I not see my company when logging into https:/beta.certcapture.com?
- Why can I not see that stacks of certificates I uploaded?
- Why can some users not see the custom fields on customers in CertCapture?
- Why did Avalara call me to request an exemption certificate?
- Why did I receive the error message "AUTOMATED: External Load - (COMPANY NAME): FAILED - INCOMING MULTIPLE INBOUND FILES"?
- Why does my certificate upload successfully, but never show in Data Entry?
- Why does the Missing Certifcates report have no results?
- Why does the number of certificates in the New Certificates report not match how many I created?
- Why do only some customers imported in CertCapture include a Last Transaction Date?
- Why Isn't My Bulk Import of CertCapture Customer Data Showing Up?
- Why isn't my certificate making my invoice exempt?
- Why is an expired exemption certificate applying to a new sale?
- Why is an Image for a different company associated with a cert entry?
- Why is my CertCapture API connection being terminated?
- Why is my certificate not working to exempt customer?
- Why is my excel version of a customer search stuck in processing status in Cert Capture?
- Why Is My Exemption Certificate Not Applying to a Transaction?
- Why is my multi-jurisdictional certificate not showing up in history after queuing and API call?
- Why is my newly uploaded certificate not listed under validate documents in CertCapture?
- Why is my upload from 15 minutes ago not in my Merge Section?
- Why is nothing set to be sent in my campaign?
- Why is the certificate I deleted in CertCapture still in the Admin Console?
- Why is the certificate not updated in AvaTax from Avalara CertCapture?
- Why is the exemption reason field missing from my CertCapture report?
- Why is this certificate showing as EXPOSURE: INVALID CERT?
- Why was I locked out of CertCapture?