====== Overview of DynamicZip Features ======
DynamicZip Sales Tax Software [[dynamiczip:features:setup_and_maintain_tax_schedules|creates and maintains sales and use tax details and schedules]] for the USA, its territories and Canada. The source of the tax rates and setup information is a [[dynamiczip:glossary:rate_and_boundary_database|rate & boundary database]] (available separately).

While entering or modifying customer and vendor addresses in [[dynamics:Dynamics|Microsoft Dynamics GP]] DynamicZip will automatically [[dynamiczip:features:Zip Addressing|populate the city and state fields based on the ZIP Code]]. A lookup window can be set to [[dynamiczip:setup:auto_open_address_lookup|automatically open when multiple choices exist]] for that ZIP Code.

Based on the ship-to address, DynamicZip will automatically [[dynamiczip:features:schedule_assignment:tax_schedule_selection|select the appropriate tax schedule]] for sales transactions. A look-up window can be set to [[dynamiczip:setup:auto_open_tax_schedule_lookup|automatically open when multiple choices exist]] for that address.

[[dynamiczip:windows:DZ Customer Supplement window|Customers can be flagged as taxable or exempt by state]].

Categories of [[dynamiczip:features:tbic:Tax By Item Category|inventory goods and services can be flagged as taxable or exempt by state]].

DynamicZip can [[dynamiczip:features:purchase_tax_accrual|accrue use tax on purchases]], even if the tax is not billed by the vendor. Tax transaction history is created for the accrual to make it easy to report use tax on purchases.

DynamicZip provides a comprehensive selection of sort orders and range restrictions for each of its various [[dynamiczip:reports:dynamiczip_tax_reports|sales and use tax reports]]. These sales and use tax reports are extracted from the transaction history retained in the Dynamics modules. A single report can include transactions from multiple modules. In addition, the reports can be run using [[dynamiczip:reports:cash_basis|cash basis]] which provides sales tax information related to cash receipts during a range of dates. Summary and detailed reports are available - allowing you to see just the totals or any level of detail right down to the individual tax details on individual documents.

DynamicZip provides [[dynamiczip:utilities:utilities|utilities]] and [[dynamiczip:routines:routines]] that can be used to:
  * [[dynamiczip:windows:Dz Rate And Boundary Import Window|import the rate and boundary database]]
  * [[dynamiczip:windows:Dz Zip Address Import Window|import zip addresses from other sources]]
  * automatically correct existing [[dynamiczip:windows:Dz Customer Address Correction Window|customer]], [[dynamiczip:windows:Dz Vendor Address Correction Window|vendor]] and [[dynamiczip:windows:Dz Site Address Correction Window|site]] addresses
  * assign tax schedules to existing [[dynamiczip:windows:Dz Assign Customer Tax Schedules Window|customer]], [[dynamiczip:windows:Dz Assign Vendor Tax Schedules Window|vendor]] and [[dynamiczip:windows:Dz Assign Site Tax Schedules Window|site]] addresses
  * [[dynamiczip:windows:Dz Set Posting Accounts Window|set sales and use tax posting accounts]]
  * [[dynamiczip:windows:Dz Modify Tax Details Window|modify]] or [[dynamiczip:windows:Dz Remove Tax Details Window|remove]] tax details
  * [[dynamiczip:windows:Dz Modify Tax Schedules Window|modify]] or [[dynamiczip:windows:Dz Remove Tax Schedules Window|remove]] tax schedules
  * modify [[dynamiczip:windows:Dz Modify Detail Supplement Window|tax detail]] and [[dynamiczip:windows:Dz Modify Item Supplement Window|item supplement]] records
  * update [[dynamiczip:windows:Dz Sales Batch Processing Window|batches of un-posted SOP documents]] with latest tax rates and setup options.

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[[dynamiczip:features:features|Click here to view a list of DynamicZip features]]