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dynamiczip:faq:rate_and_boundary_import_checklist

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dynamiczip:faq:rate_and_boundary_import_checklist [2019/03/13 18:35]
conni
dynamiczip:faq:rate_and_boundary_import_checklist [2020/06/15 15:24] (current)
chuck [Import Nontaxable States]
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 Please see [[dynamiczip:​features:​import:​Pre Import Tasks]] to prepare for this import. Please see [[dynamiczip:​features:​import:​Pre Import Tasks]] to prepare for this import.
    
-===== Import =====+===== Import ​Taxable States ​=====
  
   - Open the [[dynamiczip:​windows:​DZ Rate and Boundary Import window]]. ​   - Open the [[dynamiczip:​windows:​DZ Rate and Boundary Import window]]. ​
-  - Select the [[dynamiczip:​glossary:​import_source|Import Source]]. Select [[dynamiczip:​glossary:​zipsales_database|ZIPsales Database]], ​ [[dynamiczip:​glossary:​zip2_tax_database|Zip2Tax Database]] or [[dynamiczip:​glossary:​thomson_reuters_onesource_compete_plus|Complete+ Database]] depending on which one you have purchased+  - Select the [[dynamiczip:​glossary:​import_source|Import Source]] you have subscribed to.  
-  - Select to import ​the following:​ +  - Select to import ​rates and boundaries for your group of taxable states.
-    - [[dynamiczip:​glossary:​fips_codes|FIPS Codes]] ​  +
-    - [[dynamiczip:​glossary:​zip_address|Zip Addresses]] +
-    - [[dynamiczip:​glossary:​tax_detail|Rates]] +
-    - [[dynamiczip:​glossary:​tax_schedule|Boundaries]] +
-    - [[dynamiczip:​glossary:​zip4|Zip+4]] ((If you have purchased the Zip+4 option))+
   - [[dynamiczip:​glossary:​verify_rates_and_boundaries|Verify Rates and Boundaries]] is optional and can be run separately.   - [[dynamiczip:​glossary:​verify_rates_and_boundaries|Verify Rates and Boundaries]] is optional and can be run separately.
   - Tax on Purchases. Select this if you want to import use tax for Purchases.   - Tax on Purchases. Select this if you want to import use tax for Purchases.
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   - Specify the [[dynamiczip:​glossary:​Group ID]] for the state(s) you want to import, or select [[dynamiczip:​windows:​Update All States Tax Schedules]]. ​   - Specify the [[dynamiczip:​glossary:​Group ID]] for the state(s) you want to import, or select [[dynamiczip:​windows:​Update All States Tax Schedules]]. ​
   - Click the Import button to start the [[dynamiczip:​features:​import:​rate_and_boundary_import_process|import process]].   - Click the Import button to start the [[dynamiczip:​features:​import:​rate_and_boundary_import_process|import process]].
 +
 +===== Import Nontaxable States =====
 +
 +  - Open the [[dynamiczip:​windows:​DZ Rate and Boundary Import window]]. ​
 +  - Select the [[dynamiczip:​glossary:​import_source|Import Source]] you have subscribed to. (It is assumed here that the [[dynamiczip:​glossary:​kamp_database_files|KampDatabase Files]] have been saved to the folder that contains your tax rate import source database.)
 +  - Select to addresses only for your group of nontaxable states.
 +  - Enter or select the [[dynamiczip:​glossary:​local_import_path|Local Import Path]].
 +  - [[dynamiczip:​install:​mods:​release:​build72:​sql_optimized_import|SQL Optimize]] should be selected.
 +  - [[dynamiczip:​glossary:​path_on_server|Path on Server]] is optional.
 +  - Specify your nontaxable [[dynamiczip:​glossary:​Group ID]] for the state(s) you want to import. ​
 +  - Click the Import button to start the [[dynamiczip:​features:​import:​rate_and_boundary_import_process|import process]].
 +
  
 ===== After Import Completes ===== ===== After Import Completes =====
dynamiczip/faq/rate_and_boundary_import_checklist.1552502153.txt.gz · Last modified: 2019/03/13 18:35 by conni