Address verification ensures accuracy of city, county, state, and ZIP Codes. This helps determine the correct taxes. Follow these tips and tricks to handle addresses that don't verify automatically.
note
These tips don't work during CSA to Accounting CS conversion.
Foreign addresses need a U.S. state or Canadian province selected.
Non-standard addresses
Sometimes your clients may give you addresses that won't verify. Some common address challenges include:
P.O. Boxes
Foreign addresses (including Puerto Rico)
Military addresses
Apartments
Reservations
Addresses without USPS delivery
Partially verify an address
For a non-standard address, follow these steps to partially verify the address, then enter the rest of the information.
Select
Setup
,
Employees
, then the
Main
tab.
In the Addresses section, enter the city, state, or ZIP Code in the
Lookup
field.
Select the magnifying glass, or use the TAB or ENTER keys.
Enter the 1st 2 lines of the street address in the fields before the
Lookup
field.
important
Don't select the
Lookup
field again to avoid resetting.
For states with local taxes:
Aim for full verification (green bars next to address).
Use a nearby address in the same tax area if needed.
Keep the original as the mailing address.
Courtesy withholding
For employees living and working in different areas:
Select
Setup
, then
Clients
.
Do 1 of the following:
Go to the
Payroll Taxes
tab and mark
Nexus
.
Select
Local
, then mark
Nexus
.
tip
If you can't get past 2 verification bars, check that
Firewall port 80
is open to incoming and outgoing traffic.
Internal use only
2/25/19, Address Verification process
Verify you can duplicate the address issue in your own Accounting CS database. If you get the same results as the user:
Submit a Resolver Request that includes the following information.
Firm ID
Address in question
Quick explanation of results vs. expected results for the address. What do see happening? What should we expect to happen instead?