Differences

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

--- dynamiczip:faq:new_install_instructions [2019/03/20 17:05] – conni
+++ dynamiczip:faq:new_install_instructions [2020/06/15 15:27] – chuck
@@ Line 1: / Line 1: @@
 ====== New Installation Setup Instructions ======
-**NOTE:** For specific help with any DynamicZip window or field, please use the built in [[dynamiczip:faq:Online Help Faq|DynamicZip Help]] by pressing F1 or clicking on the "?" button.
+//**Note:**// For specific help with any DynamicZip window or field, please use the built in [[dynamiczip:faq:Online Help Faq|DynamicZip Help]] by pressing F1 or clicking on the "?" button.
   - [[dynamiczip:faq:DynamicZip Installation Reinstallation Faq|Install DynamicZip.]]
@@ Line 9: / Line 9: @@
     -  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|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]].
+    - To facilitate tracking sales into non-taxable states we recommend using [[dynamiczip:faq:states_exclude_taxation_faq|statewide tax schedules]]. The statewide schedules are created [[dynamiczip:setup:create_statewide_taxable_schedules|using the Create Statewide Schedules menu]] in the [[dynamiczip:windows:dz_state_setup_window|DZ State Setup window]]
-  - 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.
+    - //**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]].
+  - Create a group of the states in which you are required to collect sales tax. This is done using the [[dynamiczip:windows:dz_state_group_setup_window|DZ State Group Setup window]]. This is your **taxable states group**. The ID of this group can be specified as your [[dynamiczip:glossary:taxable_states_group_id|Taxable States Group ID]] in the DynamicZip Setup window.
+  - Create a group of the states in which are are not required to collect sales tax but do sell into and would like the benefits of [[dynamiczip:features:zip_addressing|ZipAddressing]]. This is your **nontaxable states group**.
+  - Complete the [[dynamiczip:faq:rate_and_boundary_import_checklist|rate & boundary import]] of your **taxable states group** to create the [[dynamiczip:glossary:Tax Schedule|tax schedules]] and [[dynamiczip:glossary:Tax Detail|tax details]]. (This step also brings in the valid zip addresses for this group of states.)
+  - Complete the [[dynamiczip:faq:rate_and_boundary_import_checklist|addresses only import]] of your **nontaxable states group** to bring in the valid [[dynamiczip:glossary:zip_address|Zip Addresses]] for those states.
   - [[dynamiczip:windows:DZ Set Posting Accounts window|Assign your desired general ledger posting accounts to the tax details]]. This step may not be required if you assigned each state a [[dynamiczip:windows:State Default Posting Account|Default Posting Account]] in step 4 prior to importing rates & boundaries.
-  - **//IMPORTANT://** There are two DynamicZip windows that give users the ability to mass modify Tax Details and Schedules. They are the [[dynamiczip:windows:DZ Modify Tax Details window]] and the [[dynamiczip:windows:DZ Modify Tax Schedules window]]. Consider setting system security to restrict access to these windows.
+  - Run the [[dynamiczip:windows:dz_customer_address_correction_window|DZ Customer Address Correction utility]] to update your customer cards with standardized addresses.
-  - Review the FAQ page for help with setting up [[dynamiczip:faq:Exempt Customer Faq|customer exemptions]], configuring [[dynamiczip:features:tbic:Tax By Item Category]] and other general inquiries.
+  - [[dynamiczip:faq:Exempt Customer Faq|Flag your exempt customers]]. This will cause DynamicZip to assign them an [[dynamiczip:glossary:exempt_tax_schedule|Exempt Tax Schedule]].
+  - Run the [[dynamiczip:windows:dz_assign_customer_tax_schedules_window|DZ Assign Customer Tax Schedules window]] to update your customer cards with DZ tax schedule ID's.
+  - If you have items that are taxable in some states and exempt in others, configure [[dynamiczip:features:tbic:Tax By Item Category]].
+  - Create transactions and verify that the sales tax is being added to the transaction.
+  - Use the [[dynamiczip:faq:dynamiczip_report_wizard_faq|DynamicZip Report Wizard]] to create basic summary reports for your taxable states.
+  - Continue to monitor DynamicZip and its functions. It is the end users' responsibility to insure that tax is being correctly charged and reported.
+**//Note://** There are two DynamicZip windows that give users the ability to mass modify Tax Details and Schedules. They are the [[dynamiczip:windows:DZ Modify Tax Details window]] and the [[dynamiczip:windows:DZ Modify Tax Schedules window]]. Consider setting system security to restrict access to these windows.
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