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.
- Automatic Expirations in CertCapture
- Barcode stamp at bottom of certificate
- 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 change the date format in CertCapture?
- Can I delete Custom Fields that I create in Certcapture?
- Can I edit the columns in the CertCapture Customer Import template?
- Can I future date a Signed Date?
- Can I make a specific ship to address exempt but have the rest of the State be taxable?
- 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 search custom fields in CertCapture?
- 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 upload my "fillable" PDF into the Cert Capture system ?
- Can I use more than one PO number on a single use certificate?
- 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 support validate the legitimacy of a cert?
- Can we mass update the expiration date on all of our certificates in CertCapture?
- Can we use the same Shipping ID for all customers?
- Can you change the subject name of the e-mail request?
- Can you delete specific states on a multi-jurisdictional certificate in CertCapture?
- 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
- Deactivate CertCapture on an Avatax Account
- Disable Certificate Completion Notification from CertCapture
- Does Avalara CertCapture validate the legitimacy of certificates submitted by our customers?
- Expand Bill-to-Ship Addresses Campaign Setting
- Forgot password for CertCapture
- Forward CertCapture Reports to Others
- How Are My Certificates and Exemptions Calculated?
- How can I change a user email address in CertCapture?
- How can I create a backup of my customers with certificate images in CertCapture?
- How can I find an Invalid certificate that does not have a customer attached?
- How can I find certificates submitted via CertExpress in CertCapture?
- How can I get images of all my CertCapture certificates?
- How can I get Single Sign On (SSO) for Avalara CertCapture?
- How can I get the tax to appear for the credit memo after making the customer exempt in CertCapture?
- How can I make an exempt customer taxable for certain sales?
- How can I make a customer taxable in CertCapture?
- How can I print multiple certificates at once 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 see the request that was e-mailed to the customer?
- How can I send a request without forms attached?
- 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 tell if my bulk customer import worked
- How can I update the exposure zones once the certificate stack has been completed?
- How Do I Add a Ship-to Customer and/or State for a Customer in CertCapture?
- How do I bulk delete customers in CertCapture?
- How do I bulk update customer alternate IDs?
- How do I change my password in CertCapture?
- How do I change my username or get a new password in CertCapture?
- How do I change the company
- How do I change the default company in CertCapture?
- How do I change the effective date?
- How do I create Custom User Roles in CertCapture?
- How do I edit an existing cover letter in CertCapture?
- How do I edit an existing customer attribute?
- 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 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 multiple customers to an existing certificate in CertCapture?
- How do I mark customers as taxable in CertCapture
- How do I reactivate my locked account?
- How do I remove an exposure zone from a customer?
- How do I resolve "File does not exists, please contact CertCapture Support" when adding a comment/file to my Customer?
- How do I respond to a certificate request if my address changed?
- How do I setup a DROPSHIP customer in Certcapture?
- How do I troubleshoot CertCapture proxy with 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 multi jurisdictional certs count towards our usage in Avalara CertCapture?
- How do nexus and ship to states affect certificate requests?
- How do you setup a Direct Pay exemption?
- How do you use the API for CertCapture?
- How should I format the Exposure List in an Email Certificate API request call?
- 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 report that I can run to show Alt ID's for customers
- I am calling from a Lowe's Store and need help with CertCapture, who do I need to contact?
- Multiple Certificate Requests at Once
- Oldest Effective Date for a certificate
- Receive emails when new certs are added
- Search for all customers with valid certificates
- Set a default Return Date for CertCapture requests
- Stop New Stack Available For Validation emails
- View API Call History for a Certificate
- What does "Exposure:Non-Deliverable" mean in the Exempt Reason?
- What does 'No Exposure Zone Declared' mean?
- What does the Bill To Checkmark mean on the customer record?
- What does The certificate customer is not associated to a country in the Failed API report mean?
- What if no one in the company has admin access to Avalara products?
- What impact does the setting "is ship" and "is bill" to 'true' for a customer have?
- What is a Customer Code?
- 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 timezone for the CertCapture History tab?
- What is the website to login to CertCapture?
- What should I do with Entity/Use codes in CertCapture since the Streamlined Sales Tax Project (SSTP) split educational and religious organizations?
- What should we do if our datafeed file is empty?
- Where can I find preformatted certificate templates in CertCapture?
- Where is the upload option when completing a document request in CertExpress?
- Where should Apple retail users go for assistance?
- Which company do transaction look for exemption certificates?
- 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 are a customer's regions categorized as EXPOSURE: MISSING CERT at creation?
- 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 faxes not being uploaded in Avalara CertCapture?
- Why are my imported customers not showing a Bill To customer?
- Why are some forms not fillable online?
- Why are some of the user permissions unchecked as an Admin user?
- Why are there no options to create a W9 form online ?
- 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 Bulk Delete Certificates in CertCapture?
- Why can a CertCapture Admin user not see the Global Admin tab?
- Why can I not click on Data Entry?
- Why can I not generate a mailout?
- Why can I not login after changing my user access for one company?
- Why can I not login to my BETA account?
- Why can I not request a new password?
- Why does my certificate upload successfully, but never show in Data Entry?
- 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 have my permissions not updated?
- Why have we not received our weekly datafeed report?
- Why is a country not listed in the exported Search results?
- Why is a number displayed next to the Rejection Reason on a cover letter?
- Why is a validated cert is showing as Exposure Missing cert?
- Why is my CertCapture API connection being terminated?
- Why is my certificate not working to exempt customer?
- Why is my customer's certificate blank?
- Why is my customer seeing Account expired when trying to sign into CertExpress through my cert request?
- Why is my exempt customer being charged tax?
- 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 nothing set to be sent in my campaign?
- Why is there Exposure zones where I don't have states?
- Why is the date on my cover letter being left out?
- Why is the Generate Customer Number now putting a "cc" before the number being generated?
- Why is this certificate showing as EXPOSURE: INVALID CERT?