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dynamiczip:faq:rest_of_state_faq [2015/04/16 21:46] (current) – created - external edit 127.0.0.1
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 +====== Illinois Nexus ======
 +====How can I handle Illinois' Rest of State tax?====
 +
 +===== Example =====
 +You may have situations in Illinois where the state requires the IL state sales tax to be collected throughout the state, but only require the city, county and county local taxes for sales in Chicago (all other city, county and local sales taxes being exempt). This page details two methods of approaching this kind of situation.
 +
 +==== Method 1 ====
 +  - Open the [[dynamiczip:windows:DZ State Setup window]].
 +    - Pull up IL state. 
 +    - Enable all four [[dynamiczip:features:import:rate_and_boundary_import_restrictions|Exclude from Import]] check boxes.
 +    - Press the Save button. 
 +  - [[dynamiczip:faq:import_group_id_single_state_faq|Run the import for IL]] **NOTE:** The import will remove all city, county, county local and city local tax details from the Illinois [[dynamiczip:glossary:Zip Code Tax Schedule]].
 +  - Open the [[dynamiczip:windows:DZ Modify Tax Schedules window]] to re-add the Chicago city, Cook county and Cook county local tax details to the Chicago tax schedules.
 +    - Select Schedules by Description. 
 +    - Type "IL CHICAGO, COOK" for the Starting Description and "IL CHICAGO, COOKZ" for the Ending Description. 
 +    - Limit Schedules to Taxable. 
 +    - Process: Add Tax Details. 
 +    - Enable the Limit to Range of Details check box. 
 +    - Type "ILSLCOOKCOL001" for both the Starting and Ending Tax Detail IDs. 
 +    - Press the Preview button to see a report of changes that would be made. 
 +    - If the preview report looks correct then press the Add button. 
 +    - Change the Starting and Ending Tax Detail IDs to "ILSNCOOKCOU001"
 +    - Preview the changes, and if they look correct press the Add button. 
 +    - Change the Starting and Ending Tax Detail IDs to "ILSTCHICAGO001"
 +    - Preview the changes, and if they look correct press the Add button. 
 +  - Open the [[dynamiczip:windows:DZ Tax Detail Supplement window]] and perform the following proceedure for the "ILSLCOOKCOL001", "ILSNCOOKCOU001" and "ILSTCHICAGO001" Tax Detail IDs.    
 +    * Enter the Tax Detail ID and press Tab. 
 +    * Set the [[dynamiczip:glossary:Import Status]] to Update Neither
 +    * Press the Save button. 
 +  - Run the [[dynamiczip:windows:DZ Assign Customer Tax Schedules window|Assign Tax Schedules routine]] for the state of IL.
 +
 +=== Draw Backs ===
 +  * Any changes to ZIP Codes or tax rates in Chicago will no longer be automatically handled by the [[dynamiczip:features:import:rate_and_boundary_import|Rate & Boundary Import]]. 
 +  * In performing this method DynamicZip is configured to maintain only the state tax rate in Illinois. 
 +  * Any changes to the Chicago and/or Cook county tax details (e.g. a change in the tax rate ) will need to be tracked and updated manually. 
 +
 +**IMPORTANT:** If any [[dynamiczip:glossary:Zip Address]] in Chicago change, then the related tax schedule(s) will need Chicago/Cook county tax details either added or removed from the tax schedule(s) as appropriate to reflect the changes.
 +
 +**NOTE:** The ZIP Code 60601 currently exists in Dupage county as well as Cook county. The above method should be modified to include Dupage county if Dupage county and Dupage county local tax must be collected for sales into Chicago (Dupage county) IL, 60601.
 +
 +----
 +
 +==== Method 2 ====
 +  - [[dynamiczip:faq:import_group_id_single_state_faq|Run the import for IL]].
 +  - Open the [[dynamiczip:windows:DZ Modify Tax Schedules window]] to remove all city, county and local [[dynamiczip:glossary:Tax Detail]] from all non-Chicago [[dynamiczip:glossary:Tax Schedule]] in Illinois.    
 +    * Select Schedules by Description. 
 +    * Type "IL" for the Starting Description and "IL CHICAGO RIDGE" for the Ending Description. 
 +    * Limit Schedules to Taxable. 
 +    * Process: Remove Tax Details. 
 +    * **NOTE:** You must repeat the next 3 steps for each of the appropriate Jurisdiction Levels (County, County-Local, City and City-Local).
 +      * Set Jurisdiction Level to one of the following: County, County-Local, City or City-Local. 
 +      * Press the Preview button to see a report of the changes that would be made. 
 +      * If the preview report looks correct then press the Remove button.
 +    * Change the Starting Description to "IL CHICAGO, DUPAGE"
 +    * Change the Ending Description to "ILz"
 +    * **NOTE:** The next 3 steps must be repeated for each of the appropriate Jurisdiction Levels (County, County-Local, City and City-Local).       
 +      * Set Jurisdiction Level to one of the following: County, County-Local, City or City-Local. 
 +      * Press the Preview button to see a report of the changes that would be made. 
 +      * If the preview report looks correct then press the Remove button.
 +    * Run the [[dynamiczip:windows:DZ Assign Customer Tax Schedules window|Assign Tax Schedules routine]] for the state of IL.
 +
 +=== Draw Backs ===
 +Importing the [[dynamiczip:glossary:rate_and_boundary_database|Rate & Boundary Database]] for the state of IL will wipe out all the changes made in step 2. This presents the following options:
 +
 +  - You may choose not to include IL when you perform the rate & boundary import. Please see [[dynamiczip:faq:import_group_id_single_state_faq|Import Single State FAQ]] for more information. **//IMPORTANT!://** If you choose not to import IL then maintenance of Illinois [[dynamiczip:glossary:Zip Address]] as well as the IL state, Cook county/county-local and Chicago city [[dynamiczip:glossary:Tax Detail]] must be handled manually.
 +  - Importing IL will require you to repeat step #2 immediately after each and every completed [[dynamiczip:features:import:rate_and_boundary_import|Rate & Boundary Import]] (assuming all imports will include IL). However, by doing the extra work you can ensure that your Illinois [[dynamiczip:glossary:Tax Schedule]] [[dynamiczip:glossary:Tax Detail]] and [[dynamiczip:glossary:Zip Address]] are accurate and up-to-date.
 +
 +**NOTE:** The ZIP code 60601 currently exists in Dupage county as well as Cook county. The above method may need to be adapted to include Dupage county, if Dupage county and local tax must be collected for sales into Chicago (Dupage county) IL, 60601.
 +
 +----
 +
 +[[dynamiczip:faq:Frequently Asked Questions]] 
 +
  
dynamiczip/faq/rest_of_state_faq.txt · Last modified: 2015/04/16 21:46 by 127.0.0.1

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