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dynamiczip:faq:allow_override_by_state_faq

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dynamiczip:faq:allow_override_by_state_faq [2015/04/16 22:24] – external edit 127.0.0.1dynamiczip:faq:allow_override_by_state_faq [2017/09/07 18:50] (current) conni
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 ====== Customer exempt in specific states only ====== ====== Customer exempt in specific states only ======
 +
 ====Can a customer be exempt in one state while taxable in other states?==== ====Can a customer be exempt in one state while taxable in other states?====
  
-The [[dynamiczip:windows:DZ Customer Supplement window]] has a feature to allow the customers' to be taxable or exempt based on the state. This feature is the Allow Override by State option on the [[dynamiczip:windows:DZ Customer Supplement window]]+The [[dynamiczip:windows:DZ Customer Supplement window]] has a feature to allow the customers' to be taxable or exempt based on the state. This feature is the Allow Override by State option on the DZ Customer Supplement window. 
  
 To make a customer Taxable, except in California: To make a customer Taxable, except in California:
  
-  - Open the [[dynamiczip:windows:DZ Customer Supplement window]]+  - Open the DZ Customer Supplement window. 
   - Select a the customer record.   - Select a the customer record.
   - Set their [[dynamiczip:glossary:Base Taxable Status]] to Taxable.   - Set their [[dynamiczip:glossary:Base Taxable Status]] to Taxable.
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   - Change the [[dynamiczip:glossary:Taxable Status]] for CA to Exempt.   - Change the [[dynamiczip:glossary:Taxable Status]] for CA to Exempt.
   - If you would like to use exemption certificate expiration dates, then please see [[dynamiczip:faq:Tax Certificate Faq|Tax Certificate FAQ]].   - If you would like to use exemption certificate expiration dates, then please see [[dynamiczip:faq:Tax Certificate Faq|Tax Certificate FAQ]].
-  - Save the [[dynamiczip:windows:DZ Customer Supplement window]]+  - Save the DZ Customer Supplement window. 
   - If you have more customers to setup in this way, then repeat steps 2 through 8 for those customers.   - If you have more customers to setup in this way, then repeat steps 2 through 8 for those customers.
   - Open the [[dynamiczip:windows:DZ Assign Customer Tax Schedules window]].    - Open the [[dynamiczip:windows:DZ Assign Customer Tax Schedules window]]. 
dynamiczip/faq/allow_override_by_state_faq.txt · Last modified: 2017/09/07 18:50 by conni

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