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dynamiczip:faq:new_install_instructions [2019/03/20 17:05]
conni
dynamiczip:faq:new_install_instructions [2020/06/19 14:34] (current)
chuck
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 ====== New Installation Setup Instructions ====== ====== 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.]]   - [[dynamiczip:​faq:​DynamicZip Installation Reinstallation Faq|Install DynamicZip.]]
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     -  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|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]].     - 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. ​   - [[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:​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. 
 +  - 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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dynamiczip/faq/new_install_instructions.1553101524.txt.gz · Last modified: 2019/03/20 17:05 by conni