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dynamiczip:faq:why_would_tax_schedule_selection_fail_to_work

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dynamiczip:faq:why_would_tax_schedule_selection_fail_to_work [2015/06/01 19:25] – [Tax Schedule Selection section] chuckdynamiczip:faq:why_would_tax_schedule_selection_fail_to_work [2015/06/09 21:39] – [Base Taxable Status] chuck
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   * 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 **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 **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 both taxable and exempt tax schedules exist for this locationthen 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 ===== ===== 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: 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:
dynamiczip/faq/why_would_tax_schedule_selection_fail_to_work.txt · Last modified: 2017/09/07 18:44 by conni

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