How do I use the DynamicZip Report Wizard?

The DynamicZip™ Report Wizard will assist you in creating new report options.

The DynamicZip Report Wizard now includes predefined reports for all states with a sales tax. You can select a state or select N/A (manual).

If your report is for sales tax select Sales, otherwise select Purchases.

There are 3 choices to select from:

• Billed for a report of taxes billed by vendor
• Accrued for a report of taxes accrued by DynamicZip
• Net for a report of taxes payable to an administrator

Standard: The standard report format prints a normal report with headers, footers, and totals. As with other reports, you can print to the printer, screen, or to a file.

Spreadsheet: The only output option for the spreadsheet report format is to file. The advantage of this format is that it provides a quick and clean method to open your Great Plains sales tax information in a spreadsheet program such as Microsoft® Excel. Please see Sales Tax – Option D for more information.

Tax Detail: With this selection, the total tax amount of a document can be broken down further, for example, by how much of that tax is city, county, or state (i.e. by tax detail).

Document: With this selection, the total tax amount of a document will not be broken down further. Please see Sales Tax – Option B for more information.

Select your sort order here. This selection determines the sort order and what additional information and totals will appear on the report. Administrator works well for reports that require a breakdown by authority. Jurisdiction is a good choice if you don't require the breakdown.

• Select Summarize for a report showing only the totals for each sort (for example, if you are sorting by Jurisdiction, you will get a total for each Jurisdiction).
• Select detail if you want to see the individual components from which the report totals are calculated.

This is the name that will appear in the DZ Report options scrolling window.

Frequently Asked Questions