Avalara CertCapture FAQ
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- Cannot validate a certificate because Tax Number Type is required
- Can CertCapture store all addresses and certificates?
- Can I add custom information to my requests in CertCapture?
- Can I change the date format in CertCapture?
- Can I combine vendors in VendorCapture?
- 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 my CertCapture login to log into AvaTax?
- Can I view the date a certificate was modified in a report in CertCapture?
- 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 create a customer template for email request in CertCapture?
- 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?
- Does Avalara CertCapture validate the legitimacy of certificates submitted by our customers?
- Does Avalara have a database of companies with resale exemption certificates?
- Does the customers address appear anywhere on the certificate request?
- 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 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 the Last Transaction Date of existing customer records?
- 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 receive a copy of email requests sent from CertCapture?
- How can I resolve the CertCapture API error messages?
- 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 you edit a CertCapture certificate request email?
- How does a certificate get associated with a state?
- How do I add another state to an existing certificate in CertCapture?
- How do I add a logo to my company in CertCapture?
- How Do I Add a Ship-to Customer and/or State for a Customer in CertCapture?
- How do I add a state to a certificate without re-uploading?
- How do I add resolve an AvaCert communication error?
- How do I adjust the colors in CertCapture?
- How do I change my password in CertCapture?
- How do I change my personal Email Preferences within 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 edit a certificate PDF?
- How do I find out which of my customers have multiple certificates in CertCapture?
- 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 my CertCapture account with my Admin console?
- 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 resolve "File does not exists, please contact CertCapture Support" when adding a comment/file to my Customer?
- 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 Send Multiple Certificate Requests at Once?
- 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 Same-As customers in CertCapture?
- 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 view a list of customers that do not have a certificate in CertCapture?
- How Do I View the API Call History on a Certificate in 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 should I format the Exposure List in an Email Certificate API request call?
- How to change time zone within CertCapture?
- How to I pull exemption certificate information from the Admin Console?
- 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?
- I received an error message "ERROR: 22021 : A database error has occurred"; how do I fix this?
- Should I upload a certificate or change a report for a customer?
- Update your CertCapture for eCommerce Integration
- What are the minimum computer requirements for CertCapture?
- What can I do if my certificate data is not updating?
- 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 the Created Date and why can't I change it?
- 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 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 is the upload option when completing a document request in CertExpress?
- Where should Apple retail users go for assistance?
- Where should I email my certificate or address change?
- 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 cert with CertCapture
- Why am I getting Error placing file AveryDennison A064139DD Certificates.pdf on remote storage after creation ?
- 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 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 I receive the error message "AUTOMATED: External Load - (COMPANY NAME): FAILED - INCOMING MULTIPLE INBOUND FILES"?
- Why did you call me to request an exemption certificate?
- 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 campaign status stuck in the processing stage?
- 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 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 there a discrepancy in the number of certificates in CertCapture compared to AvaTax?
- Why is the CertCapture service working slowly?
- 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?
- Why would you use ShipTo and BillTo links in CertCapture?
Most popular
- How do I invalidate/revoke a certificate in CertCapture?
- How do I link my CertCapture account with my Admin console?
- How Do I Add a Ship-to Customer and/or State for a Customer in CertCapture?
- How Do I Send Multiple Certificate Requests at Once?
- Why is the certificate I deleted in CertCapture still in the Admin Console?