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How does DynamicZip handle tax exempt customers?

DynamicZip allows you to flag customers as tax exempt via the DZ Customer Supplement window. Here are some steps you can follow for setting up a customer as tax exempt.

  1. Open the Customer Maintenance window (Cards » Sales » Customer).
  2. Enter or lookup the Customer ID.
  3. Press Ctrl+1 to open the DZ Customer Supplement window.
  4. Change the Base Taxable Status to Exempt.
  5. Press Save.
  6. Close the DZ Customer Supplement window.
  7. Use the DZ Assign Customer Tax Schedules window to ensure that every address card for this customer is updated with an exempt tax schedule. IMPORTANT: This step is necessary because the customer has only been flagged as tax exempt and their Tax Schedule ID fields must now be updated.

For help with customers that are exempt in some states and taxable in other states, please see the Allow Override By State FAQ.

Frequently Asked Questions

dynamiczip/faq/exempt_customer_faq.txt · Last modified: 2017/09/07 18:47 by conni