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dynamiczip:faq:new_install_instructions

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dynamiczip:faq:new_install_instructions [2017/09/06 18:26]
conni
dynamiczip:faq:new_install_instructions [2019/03/20 17:05] (current)
conni
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   - 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 ยท Last modified: 2019/03/20 17:05 by conni