User Tools

Site Tools


dynamiczip:faq:new_install_instructions

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revisionBoth sides next revision
dynamiczip:faq:new_install_instructions [2017/09/06 18:26] connidynamiczip:faq:new_install_instructions [2019/03/20 17:05] conni
Line 8: Line 8:
   - Using the DZ State Setup window make any 'personalized' changes for your company's needs.        - Using the DZ State Setup window make any 'personalized' changes for your company's needs.     
     -  Configure settings like the [[dynamiczip:windows:Track Tax Free Jurisdictions]] and [[dynamiczip:windows:State Default Posting Account]].     -  Configure settings like the [[dynamiczip:windows:Track Tax Free Jurisdictions]] and [[dynamiczip:windows:State Default Posting Account]].
-    - Check the State Setup section on our [[dynamiczip:faq:Frequently Asked Questions]] page for specific examples on handling common situations, including but not limited to, [[dynamiczip:faq:States Exclude Taxation Faq|Setting up Nontaxable States]] and [[dynamiczip:faq:Use Tax Rates Sales Tax Rates Faq|Taxing Sales at Use Tax Rates]].+    - Check the State Setup section on our [[dynamiczip:faq:Frequently Asked Questions|FAQ]] page for specific examples on handling common situations, including but not limited to, [[dynamiczip:faq:States Exclude Taxation Faq|Setting up Nontaxable States]] and [[dynamiczip:faq:Use Tax Rates Sales Tax Rates Faq|Taxing Sales at Use Tax Rates]].
     - **NOTE:** If you have already [[dynamiczip:faq:rate_and_boundary_import_checklist|imported rates & boundaries]] then certain changes made in the DZ State Setup window will [[dynamiczip:setup:Import Required|require you to reimport]] the database to bring those settings into effect. The import should only need to be run for the states whose settings were modified, so you may want to [[dynamiczip:faq:import_group_id_single_state_faq|restrict the import process to a single state, or a group of states]].      - **NOTE:** If you have already [[dynamiczip:faq:rate_and_boundary_import_checklist|imported rates & boundaries]] then certain changes made in the DZ State Setup window will [[dynamiczip:setup:Import Required|require you to reimport]] the database to bring those settings into effect. The import should only need to be run for the states whose settings were modified, so you may want to [[dynamiczip:faq:import_group_id_single_state_faq|restrict the import process to a single state, or a group of states]]. 
   - Complete the [[dynamiczip:faq:rate_and_boundary_import_checklist|rate & boundary import]] to create the [[dynamiczip:glossary:Tax Schedule|tax schedules]] and [[dynamiczip:glossary:Tax Detail|tax details]] as well as update your customer records with standardized addresses and DynamicZip tax schedule IDs . **NOTE:** This will also populate the [[dynamiczip:tables:DZ Zip Address table]] for the [[dynamiczip:features:Zip Addressing|ZipAddressing]] feature.    - Complete the [[dynamiczip:faq:rate_and_boundary_import_checklist|rate & boundary import]] to create the [[dynamiczip:glossary:Tax Schedule|tax schedules]] and [[dynamiczip:glossary:Tax Detail|tax details]] as well as update your customer records with standardized addresses and DynamicZip tax schedule IDs . **NOTE:** This will also populate the [[dynamiczip:tables:DZ Zip Address table]] for the [[dynamiczip:features:Zip Addressing|ZipAddressing]] feature. 
dynamiczip/faq/new_install_instructions.txt · Last modified: 2020/06/19 14:34 by chuck

Donate Powered by PHP Valid HTML5 Valid CSS Driven by DokuWiki