DynamicZip creates address supplement records for customer addresses, vendor addresses and company site addresses. Tax schedules can be added and removed if appropriate by any rate and boundary import. The address supplement records are used to help preserve tax location factors pertinent to the tax schedule selected so that if that tax schedule is removed, a new schedule can be automatically selected by DynamicZip based on those factors. The tax location factors that can be preserved in the address supplement records include:

• ZIP code
• Geocode (used to identify the city, county and state)
• Outside city limits (true or false)
• Country code
• Lock tax location (true or false)

If Lock tax location is selected, then the address as it appears on the customer, vendor or site card is ignored for tax schedule selection purposes and the address used is determined by the above values.

The following applies only if the state portion of geocode is valid for the state specified in the address card. If the state portion of the geocode is not valid for the state specified in the address card, then the address supplement record is ignored.

If Lock tax location is not selected and the Zip+4 module is enabled, then the tax schedule selection will use the county portion of the geocode only if the Zip+4 module is not able to return a county based on the ZIP code and its +4 extension. In addition, the tax schedule selection will use the city portion of the geocode if the city identified by the geocode exists in the address card's zip code based on the DZ Zip Address Table.

If Lock tax location is not selected and the Zip+4 module is not enabled, then the tax schedule selection will use the county portion of the geocode. In addition, the tax schedule selection will use the city portion of the geocode if the city identified by the geocode exists in the address card's zip code based on the DZ Zip Address Table.