Differences

This shows you the differences between two versions of the page.

--- dynamiczip:faq:why_would_tax_schedule_selection_fail_to_work [2015/06/01 19:25] – [Tax Schedule Selection section] chuck
+++ dynamiczip:faq:why_would_tax_schedule_selection_fail_to_work [2015/06/09 21:38] – [Base Taxable Status] chuck
@@ Line 10: / Line 10: @@
 ==== Tax Schedule Selection section ====
-  * If **Assign Tax Schedule** is not selected, no tax schedules will be assigned.
+  * If **Assign Tax Schedule** is __not__ selected, no tax schedules will be assigned.
   * If **Restrict by Country Code** is selected and the address has a country code that does not match either the Country Code Default for USA or for Canada as specified in the Import Settings section of the [[dynamiczip:windows:dynamiczip_setup_window|DynamicZip Setup window]], no tax schedule will be selected for this address.
   * If **Select Default** is __not__ selected and multiple tax schedules exist that could be valid for the address's [[dynamiczip:glossary:tax_location|tax location]], no tax schedule will be selected for this address.
@@ Line 21: / Line 21: @@
   * If Base Taxable Status is set to **Default** or **Taxable**, only tax schedules that are **not** [[dynamiczip:glossary:exempt_tax_schedule|Exempt Tax Schedules]] will be considered valid for this customer.
   * If Base Taxable Status is set to **Exempt**, only tax schedules that are [[dynamiczip:glossary:exempt_tax_schedule|Exempt Tax Schedules]] will be considered valid for this customer.
-  * If Base Taxable Status is set to **Ask**, no tax schedule will be selected for this customer.
+  * If Base Taxable Status is set to **Ask** and:
+    * no tax schedule is currently selected for this address and a taxable and an exempt tax schedule exist for this location, then no tax schedule will be automatically selected.
+    * a tax schedule is currently selected for this address but it is for a different zip, then the existing tax schedule will be ignored and no tax schedule will be automatically selected.
+    * a tax schedule is currently selected for this address that has a matching zip then
+      * if the currently selected tax schedule is taxable, the Base Taxable Status will be considered to be Taxable and only tax schedules that are **not** [[dynamiczip:glossary:exempt_tax_schedule|Exempt Tax Schedules]] will be considered valid for this customer.
+      * if the currently selected tax schedule is exempt, the Base Taxable Status will be considered to be Exempt and only tax schedules that are [[dynamiczip:glossary:exempt_tax_schedule|Exempt Tax Schedules]] will be considered valid for this customer.
 ===== Troubleshooting =====
 As a general rule, the quickest way to determine why a customer's address card is not getting updated with a tax schedule ID is to follow these steps: