Exemption Certificates Setup

Exploring

This program only applies to the Tax Connector - Avalara.

This program lets you configure and test your connection to CertCapture for access to tax exemption certificates, to avoid failed transactions when you add, change or delete a customer.

This program is accessed from the Program List of the SYSPRO menu:

  • Program List > General Ledger > Tax > Tax Interface

The Avalara platform is a powerful and easy-to-use API that helps businesses automate the calculating, storing, auditing and reporting of transactional taxes.

The CertCapture component helps you maintain compliance by creating, validating, storing and managing sales tax exemptions and reseller certificates.

Tax Connectors provide a connection for establishing a direct link between SYSPRO and compatible cloud-based tax calculation systems (e.g. Avalara and Vertex).

Tax Connectors manage the export of data to these systems so that quarterly and annual sales tax returns can be produced for state filing purposes.

Starting

The following module must be licensed and installed to access this program:

  • Tax Connector - Avalara

You can restrict operator access to programs by assigning them to groups and applying access control against the group (configured using the Operator Groups program).

The following configuration options in SYSPRO may affect processing within this program or feature, including whether certain fields and options are accessible.

The Setup Options program lets you configure how SYSPRO behaves across all modules. These settings can affect processing within this program.

Setup Options > Company > General

  • Nationality code

Setup Options > Tax > Company Tax Options

  • Tax system

Setup Options > Tax > Sales and Use Tax

  • Sales and use tax system required
  • Interface type

Solving

Ensure that you have a valid connection to CertCapture to avoid failed transactions when you add, change or delete a customer:

  1. Open the Exemption Certificates Setup program (Program List > General Ledger > Tax > Tax Interface).

  2. Capture your connection details.

  3. Select the Test Connection function to ensure all entries are valid.

  4. Save and exit the program.

Using

  • Fields on a pane are sometimes removed by default. You can reinstate them using the Field Selector option from the context-sensitive menu (displayed by right-clicking any field in the pane). Select and drag the required fields onto the pane.

    The captions for fields are also sometimes hidden. You can select the Show Captions option from the context-sensitive menu to see a list of them. Click on the relevant caption to reinstate it to the form.

    If the Show Captions option is grayed out, it means no captions are hidden for that form.

  • Press Ctrl+F1 within a listview or form to view a complete list of functions available.

Referencing

Field Description

Test connection

This lets you test the connection to CertCapture based on the connection details entered.
Field Description
Exemption Certifications URL

Indicate the URL address, as provided by Avalara.

For example:

https://api.certcapture.com
Login details

Enter your credentials for connection to CertCapture.