Address verification tips and tricks

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The address verification feature in Accounting CS helps you to ensure accuracy by looking up and verifying the validity of city, county, state, and ZIP code combinations and, if appropriate, determining taxes based on address-level verification. This topic provides tips for handling addresses that cannot be fully verified automatically. 

See also: Verifying client and employee addresses

The following tips and tricks cannot be used on the Client and Employee Address Mapping screen during the conversion process from CSA to Accounting CS.

Non-standard addresses

Occasionally your clients or your clients' employees may provide you with an address that Accounting CS cannot verify or fully verify. Examples of non-standard addresses that will not fully verify include:

  • P.O. Box addresses
  • Foreign (non-U.S., including Puerto Rico) addresses
  • Military addresses
  • Addresses with apartment numbers
  • Reservations
  • Addresses to which the United States Postal Service (USPS) does not deliver

Partially verify an address

For a non-standard address, use the steps below to partially verify the address, and then enter the rest of the information.

Note: Foreign (non-U.S.) addresses can be entered only on the Setup > Clients screen. When entering a foreign address you must still select a US state or Canadian province as this is a required field.

  1. Choose Setup > Employees and then click the Main tab.
  2. In the Addresses section, enter a city, state or ZIP code in the Lookup field.
  3. Click the magnifying glass or press the TAB or ENTER key to look up the address. This will populate the City, State, and ZIP fields that you cannot modify manually.
  4. Enter the first two lines of the address in the fields above the Lookup field.

Do not click in the Lookup field after these steps are taken, because it will trigger the address verification feature to run again, and the address will not be found.

States with local taxes

If you have clients in states in which there are local tax obligations, it is important to make sure the address you entered is fully verified. An address is fully verified when the bars to the right of the first address line field are green. If it does not verify fully, you may want to use a nearby address that is subject to the same taxes to look up the taxing address. You can still use the original address as the mailing address.

Courtesy withholding

In cases where the employee lives in one tax jurisdiction but works in another, the employer has the option to withhold the resident location as a courtesy. On the Setup > Clients screen, mark the Nexus checkbox on the Payroll Taxes tab or click the Local button and then mark the Nexus checkbox.

Troubleshooting tips

If the address won’t verify past two bars, verify that Firewall port 80 is opened to incoming and outgoing traffic. For more information, refer to the Firewall guidelines for CS Professional Suite applications article.

See alsoVerifying client and employee addresses

Other resources

United States Postal Service website

Google Maps

Ohio's The Finder

Pennsylvania's Find Local Tax

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Internal 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:

  1. 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?