dynamiczip:faq:states_exclude_taxation_faq
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dynamiczip:faq:states_exclude_taxation_faq [2015/03/02 23:52] – external edit 127.0.0.1 | dynamiczip:faq:states_exclude_taxation_faq [2019/03/20 18:02] (current) – conni | ||
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To handle nontaxable states, you can use [[dynamiczip: | To handle nontaxable states, you can use [[dynamiczip: | ||
- | DynamicZip can auto-generate the [[dynamiczip: | + | DynamicZip can auto-generate the Statewide Schedules These tax schedules are designed to keep all of the customers within a state from being taxed without losing any of the reporting functionality.((The DynamicZip Tax Reports |
- | **To Create and Use DynamicZip [[dynamiczip: | + | ===== Create |
+ | |||
+ | ==== Build 74 and later ==== | ||
+ | |||
+ | - Open the DZ State Setup window. | ||
+ | - Run the " | ||
+ | - Based on how many states you want to use statewide schedules in, you may want to use one or more of the following DynamicZip Menu options: | ||
+ | - Set Statewide Taxable ID's ((Assign a statewide taxable ID to every state.)) | ||
+ | - Clear Statewide Taxable ID's ((Clear the taxable ID field from every state.)) | ||
+ | - Set Statewide Exempt ID's ((Assign a statewide exempt ID to every state.)) | ||
+ | - Clear Statewide Exempt ID's ((Clear the exempt ID field from every state.)) | ||
+ | - Enter or lookup a state. | ||
+ | - If you chose to use the Set Statewide Taxable ID's, then the Taxable ID field should contain the statewide schedule. Otherwise, you can enter or lookup the Taxable ID tax schedule. ((For example CATAXABLE is the Taxable ID for California.)) ((If you do not want to use statewide schedules for this particular state, simple clear the taxable and exempt ID fields.)) | ||
+ | - If you chose to use the Set Statewide Exempt ID's, then the Exempt ID field should contain the statewide schedule. Otherwise, you can enter or lookup the Exempt ID tax schedule. ((For example CAEXEMPT is the Exempt ID for California.)) ((If you do not want to use statewide schedules for this particular state, simple clear the taxable and exempt ID fields.)) | ||
+ | - Press Save. | ||
+ | - After assigning a Taxable ID and an Exempt ID to a state, you can use the [[dynamiczip: | ||
+ | - Also consider using: | ||
+ | - [[dynamiczip: | ||
+ | - [[dynamiczip: | ||
+ | |||
+ | ==== Build 73 and earlier ==== | ||
- Open the [[dynamiczip: | - Open the [[dynamiczip: | ||
- Run the " | - Run the " | ||
- | - Run the " | + | - Run the " |
- Enter or lookup a state. | - Enter or lookup a state. | ||
- | - If you chose to auto-insert during step 1, then the Taxable ID field should contain the proper schedule. Otherwise, you can enter or lookup the Taxable ID tax schedule. | + | - If you chose to auto-insert during step 1, then the Taxable ID field should contain the proper schedule. Otherwise, you can enter or lookup the Taxable ID tax schedule. |
- | - If you chose to auto-insert during step 2, then the Exempt ID field should contain the proper schedule. Otherwise, you can enter or lookup the Exempt ID tax schedule.**EXAMPLE: | + | - If you chose to auto-insert during step 2, then the Exempt ID field should contain the proper schedule. Otherwise, you can enter or lookup the Exempt ID tax schedule.((For example |
- Press Save. | - Press Save. | ||
- After assigning a Taxable ID and an Exempt ID to a state, you can use the [[dynamiczip: | - After assigning a Taxable ID and an Exempt ID to a state, you can use the [[dynamiczip: | ||
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**NOTE:** Prior to [[dynamiczip: | **NOTE:** Prior to [[dynamiczip: | ||
- | **NOTE:** If you'd like to remove the [[dynamiczip: | + | **NOTE:** If you'd like to remove the [[dynamiczip: |
Please refer to [[dynamiczip: | Please refer to [[dynamiczip: | ||
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- | [[dynamiczip: | + | [[dynamiczip: |
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dynamiczip/faq/states_exclude_taxation_faq.1425340320.txt.gz · Last modified: 2015/05/14 16:05 (external edit)