Only ZIP Code Tax Schedules are considered.
Only those tax schedules whose description begins with the appropriate state code followed by the city name are considered.
If the county is known (as with the ZIP+4 option), then incorrect counties are ruled out.
The customer's Taxable Status is verified (From the DZ Customer Supplement window).
If Taxable, then Exempt Tax Schedules are ruled out.
If Exempt, then Taxable Tax Schedules are ruled out.
If Ask, then no tax schedules are ruled out based on Taxable Status.
If Default, then:
If current tax schedule is blank and Assume Taxable is selected in the DynamicZip Setup window, then exempt schedules are ruled out.
If current tax schedule is exempt and Preserve Exempt is selected in the DynamicZip Setup window, then taxable schedules are ruled out.
If current tax schedule is taxable, then exempt schedules are ruled out.
If Assume in City Limits is specified in the DynamicZip Setup window, then any outside city limits schedules are ruled out.
If Select Default is specified in the DynamicZip Setup window, then:
If the current city is not blank and is a valid option based on the ZIP Code, and tax schedules are found for the most populous county for that city and ZIP, then all others choices will be ruled out.
If the city is blank or is not valid, and tax schedules are found for the most populous city in that ZIP Code, then all other choices will be ruled out.
If only one valid tax schedule remains for the ZIP Code, then it is selected.
If multiple choices remain for the ZIP Code but only one matches the city, county, state and ZIP combined, then it is selected.
If multiple choices remain for the ZIP Code but only one matches the full 10 character Geocode, then it is selected.
If multiple choices or no choices remain and Show Tax Schedule Selection Message is specified in the DynamicZip Setup window, then you will get a message informing you why a tax schedule was not selected.
If multiple choices or no choices remain and Auto Open Tax Schedule Lookup is specified in the DynamicZip Setup window, then the Tax Schedule lookup window will open positioned on the current ZIP Code.