Address verification tips and tricks
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.
- SelectSetup,Employees, then theMaintab.
- In the Addresses section, enter the city, state, or ZIP Code in theLookupfield.
- Select the magnifying glass, or use the TAB or ENTER keys.
- Enter the 1st 2 lines of the street address in the fields before theLookupfield.importantDon't select theLookupfield 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:
- SelectSetup, thenClients.
- Do 1 of the following:
- Go to thePayroll Taxestab and markNexus.
- SelectLocal, then markNexus.
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?
