Differences

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--- dynamiczip:faq:new_install_instructions [2020/06/15 15:26] – chuck
+++ dynamiczip:faq:new_install_instructions [2020/06/19 14:34] (current) – chuck
@@ Line 13: / Line 13: @@
   - 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]].
+  - 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.
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   - [[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]].
+  - If you have items that are taxable in some states and exempt in others, configure [[dynamiczip:faq:setup_tbic_faq|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.