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dynamiczip:faq:new_install_instructions [2020/06/14 21:29] – chuckdynamiczip:faq:new_install_instructions [2020/06/19 14:34] (current) – chuck
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 ====== New Installation Setup Instructions ====== ====== New Installation Setup Instructions ======
  
-**NOTE:** For specific help with any DynamicZip window or field, please use the built in [[dynamiczip:faq:Online Help Faq|DynamicZip Help]] by pressing F1 or clicking on the "?" button.+//**Note:**// For specific help with any DynamicZip window or field, please use the built in [[dynamiczip:faq:Online Help Faq|DynamicZip Help]] by pressing F1 or clicking on the "?" button.
  
   - [[dynamiczip:faq:DynamicZip Installation Reinstallation Faq|Install DynamicZip.]]   - [[dynamiczip:faq:DynamicZip Installation Reinstallation Faq|Install DynamicZip.]]
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     -  Configure settings like the [[dynamiczip:windows:Track Tax Free Jurisdictions]] and [[dynamiczip:windows:State Default Posting Account]].     -  Configure settings like the [[dynamiczip:windows:Track Tax Free Jurisdictions]] and [[dynamiczip:windows:State Default Posting Account]].
     - Check the State Setup section on our [[dynamiczip:faq:Frequently Asked Questions|FAQ]] page for specific examples on handling common situations, including but not limited to, [[dynamiczip:faq:States Exclude Taxation Faq|Setting up Nontaxable States]] and [[dynamiczip:faq:Use Tax Rates Sales Tax Rates Faq|Taxing Sales at Use Tax Rates]].     - Check the State Setup section on our [[dynamiczip:faq:Frequently Asked Questions|FAQ]] page for specific examples on handling common situations, including but not limited to, [[dynamiczip:faq:States Exclude Taxation Faq|Setting up Nontaxable States]] and [[dynamiczip:faq:Use Tax Rates Sales Tax Rates Faq|Taxing Sales at Use Tax Rates]].
-    - **NOTE:** If you have already [[dynamiczip:faq:rate_and_boundary_import_checklist|imported rates & boundaries]] then certain changes made in the DZ State Setup window will [[dynamiczip:setup:Import Required|require you to reimport]] the database to bring those settings into effect. The import should only need to be run for the states whose settings were modified, so you may want to [[dynamiczip:faq:import_group_id_single_state_faq|restrict the import process to a single state, or a group of states]].  +    - To facilitate tracking sales into non-taxable states we recommend using [[dynamiczip:faq:states_exclude_taxation_faq|statewide tax schedules]]. The statewide schedules are created [[dynamiczip:setup:create_statewide_taxable_schedules|using the Create Statewide Schedules menu]] in the [[dynamiczip:windows:dz_state_setup_window|DZ State Setup window]] 
-  - Create a group of the states in which you are required to collect sales tax. This is done using the [[dynamiczip:windows:dz_state_group_setup_window|DZ State Group Setup window]]. This is your **taxable states group**.+    - //**Note:**// If you have already [[dynamiczip:faq:rate_and_boundary_import_checklist|imported rates & boundaries]] then certain changes made in the DZ State Setup window will [[dynamiczip:setup:Import Required|require you to reimport]] the database to bring those settings into effect. The import should only need to be run for the states whose settings were modified, so you may want to [[dynamiczip:faq:import_group_id_single_state_faq|restrict the import process to a single state, or a group of states]].  
 +  - Create a group of the states in which you are required to collect sales tax. This is done using the [[dynamiczip:windows:dz_state_group_setup_window|DZ State Group Setup window]]. This is your **taxable states group**. The ID of this group can be specified as your [[dynamiczip:glossary:taxable_states_group_id|Taxable States Group ID]] in the DynamicZip Setup window.
   - Create a group of the states in which are are not required to collect sales tax but do sell into and would like the benefits of [[dynamiczip:features:zip_addressing|ZipAddressing]]. This is your **nontaxable states group**.   - Create a group of the states in which are are not required to collect sales tax but do sell into and would like the benefits of [[dynamiczip:features:zip_addressing|ZipAddressing]]. This is your **nontaxable states group**.
-  - Complete the [[dynamiczip:faq:rate_and_boundary_import_checklist|rate & boundary import]] of your **taxable states group** to create the [[dynamiczip:glossary:Tax Schedule|tax schedules]] and [[dynamiczip:glossary:Tax Detail|tax details]]. +  - Complete the [[dynamiczip:faq:rate_and_boundary_import_checklist|rate & boundary import]] of your **taxable states group** to create the [[dynamiczip:glossary:Tax Schedule|tax schedules]] and [[dynamiczip:glossary:Tax Detail|tax details]]. (This step also brings in the valid zip addresses for this group of states.) 
-  - Complete the [[dynamiczip:faq:rate_and_boundary_import_checklist|addresses only import]] of your **nontaxable states group** to bring in the valid [[dynamiczip:glossary:zip_address|Zip Address]] for those states.+  - Complete the [[dynamiczip:faq:rate_and_boundary_import_checklist|addresses only import]] of your **nontaxable states group** to bring in the valid [[dynamiczip:glossary:zip_address|Zip Addresses]] for those states.
   - [[dynamiczip:windows:DZ Set Posting Accounts window|Assign your desired general ledger posting accounts to the tax details]]. This step may not be required if you assigned each state a [[dynamiczip:windows:State Default Posting Account|Default Posting Account]] in step 4 prior to importing rates & boundaries.    - [[dynamiczip:windows:DZ Set Posting Accounts window|Assign your desired general ledger posting accounts to the tax details]]. This step may not be required if you assigned each state a [[dynamiczip:windows:State Default Posting Account|Default Posting Account]] in step 4 prior to importing rates & boundaries. 
-  - Run the [[dynamiczip:windows:dz_customer_address_correction_window|DZ Customer Address Correction utility]] to update your customer cards with standardized addresses. This will also populate the [[dynamiczip:tables:DZ Zip Address table]] for the [[dynamiczip:features:Zip Addressing|ZipAddressing]] feature. +  - Run the [[dynamiczip:windows:dz_customer_address_correction_window|DZ Customer Address Correction utility]] to update your customer cards with standardized addresses. 
 +  - [[dynamiczip:faq:Exempt Customer Faq|Flag your exempt customers]]. This will cause DynamicZip to assign them an [[dynamiczip:glossary:exempt_tax_schedule|Exempt Tax Schedule]].
   - Run the [[dynamiczip:windows:dz_assign_customer_tax_schedules_window|DZ Assign Customer Tax Schedules window]] to update your customer cards with DZ tax schedule ID's.   - Run the [[dynamiczip:windows:dz_assign_customer_tax_schedules_window|DZ Assign Customer Tax Schedules window]] to update your customer cards with DZ tax schedule ID's.
-  - [[dynamiczip:faq:Exempt Customer Faq|Flag your exempt customers]]. +  - If you have items that are taxable in some states and exempt in others, configure [[dynamiczip:faq:setup_tbic_faq|Tax By Item Category]].
-  - If you have items that are taxable in some states and exempt in others, configure [[dynamiczip:features:tbic:Tax By Item Category]]. +
-  - To facilitate tracking sales into non-taxable states we recommend using [[dynamiczip:faq:states_exclude_taxation_faq|statewide tax schedules]]. The statewide schedules are created [[dynamiczip:setup:create_statewide_taxable_schedules|using the Create Statewide Schedules menu]] in the [[dynamiczip:windows:dz_state_setup_window|DZ State Setup window]]+
   - Create transactions and verify that the sales tax is being added to the transaction.   - Create transactions and verify that the sales tax is being added to the transaction.
   - Use the [[dynamiczip:faq:dynamiczip_report_wizard_faq|DynamicZip Report Wizard]] to create basic summary reports for your taxable states.   - Use the [[dynamiczip:faq:dynamiczip_report_wizard_faq|DynamicZip Report Wizard]] to create basic summary reports for your taxable states.
dynamiczip/faq/new_install_instructions.1592170143.txt.gz · Last modified: by chuck
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