dynamiczip:faq:states_exclude_taxation_faq
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dynamiczip:faq:states_exclude_taxation_faq [2015/05/14 16:45] – chuck | 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 |
===== Create Statewide Schedules ===== | ===== Create Statewide Schedules ===== | ||
+ | |||
==== Build 74 and later ==== | ==== Build 74 and later ==== | ||
- | | + | |
+ | | ||
- Run the " | - 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 | + | - 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 | + | - Set Statewide Taxable ID' |
- | - Clear Statewide Taxable ID's | + | - Clear Statewide Taxable ID' |
- | - Set Statewide Exempt ID's | + | - Set Statewide Exempt ID' |
- | - Clear Statewide Exempt ID's | + | - Clear Statewide Exempt ID' |
- Enter or lookup a 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 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.)) | ||
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- 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: | ||
+ | - Also consider using: | ||
+ | - [[dynamiczip: | ||
+ | - [[dynamiczip: | ||
+ | |||
==== Build 73 and earlier ==== | ==== 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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---- | ---- | ||
- | [[dynamiczip: | + | [[dynamiczip: |
\\ | \\ |
dynamiczip/faq/states_exclude_taxation_faq.1431621941.txt.gz · Last modified: 2015/05/14 16:45 by chuck