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 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 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 skip the validation process for certificates in CertCapture?
- Can I upload my "fillable" PDF into the Cert Capture system ?
- 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 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 the FROM email on a campaign request
- Copy multiple email addresses in a CertCapture campaign request
- Does Avalara CertCapture validate the legitimacy of certificates submitted by our customers?
- Forward CertCapture Reports to Others
- 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 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 request w9's 'Federal Withholding' from customers 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 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 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 default company in CertCapture?
- How do I edit a multi jurisdiction certificate in CertCapture?
- How do I fix "Could not determine application access." for a user 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 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 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 a delay between when I upload a Certificate and Tax is credited?
- Is there a limit for page uploads in CertCapture?
- I am calling from a Lowe's Store and need help with CertCapture, who do I need to contact?
- Oldest Effective Date for a certificate
- Search for all customers with valid certificates
- Set a default Return Date for CertCapture requests
- 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 impact does the setting "is ship" and "is bill" to 'true' for a customer have?
- What is a Customer Code?
- 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 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 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 do only some customers imported in CertCapture include a Last Transaction Date?
- Why have we not received our weekly datafeed report?
- Why is a number displayed next to the Rejection Reason on a cover letter?
- 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?
Most popular
- What is a Customer Code?
- How Do I Add a Ship-to Customer and/or State for a Customer in CertCapture?
- Why is my certificate not working to exempt customer?
- How do I link multiple customers to an existing certificate in CertCapture?
- Can you delete specific states on a multi-jurisdictional certificate in CertCapture?