If DynamicZip is set to Restrict Tax Schedule Selection by Country Code and the tax location has a non blank country code that does not match the country code specified in the DynamicZip Setup window for the USA or for Canada, then no schedule will be selected and the process ends here.
If the tax locations ZIP Code has the Plus4 extension and the DynamicZip Zip4 Option is enabled and active, then the tax location's county is identified using the DZ Plus4 Geocode table.
Based on the rows in the DZ Tax Schedule Supplement Table, tax schedules are considered invalid1) if the schedule:
is for a ZIP Code2) that does not match the tax location ZIP Code.
is for a city that does not match the tax location city.
is for a county that does not match the tax location county.
is for a state that does not match the tax location state.
Only those tax schedules whose description begins with the appropriate state code followed by the city name are considered.
If the county is known (as with the ZIP+4 option), then incorrect counties are ruled out.
The customer's Taxable Status is verified (From the DZ Customer Supplement window).
If Taxable, then Exempt Tax Schedules are ruled out.
If Exempt, then Taxable Tax Schedules are ruled out.
If Ask, then no tax schedules are ruled out based on Taxable Status.
If Default, then:
If current tax schedule is blank and Assume Taxable is selected in the DynamicZip Setup window, then exempt schedules are ruled out.
If current tax schedule is exempt and Preserve Exempt is selected in the DynamicZip Setup window, then taxable schedules are ruled out.
If current tax schedule is taxable, then exempt schedules are ruled out.
If Assume in City Limits is specified in the DynamicZip Setup window, then any outside city limits schedules are ruled out.
If Select Default is specified in the DynamicZip Setup window, then:
If the current city is not blank and is a valid option based on the ZIP Code, and tax schedules are found for the most populous county for that city and ZIP, then all others choices will be ruled out.
If the city is blank or is not valid, and tax schedules are found for the most populous city in that ZIP Code, then all other choices will be ruled out.
If only one valid tax schedule remains for the ZIP Code, then it is selected.
If multiple choices remain for the ZIP Code but only one matches the city, county, state and ZIP combined, then it is selected.
If multiple choices remain for the ZIP Code but only one matches the full 10 character Geocode, then it is selected.
If multiple choices or no choices remain and Show Tax Schedule Selection Message is specified in the DynamicZip Setup window, then you will get a message informing you why a tax schedule was not selected.
If multiple choices or no choices remain and Auto Open Tax Schedule Lookup is specified in the DynamicZip Setup window, then the Tax Schedule lookup window will open positioned on the current ZIP Code.