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dynamiczip:faq:rate_and_boundary_import_checklist [2015/12/14 22:54] – chuckdynamiczip:faq:rate_and_boundary_import_checklist [2020/06/15 15:24] (current) – [Import Nontaxable States] chuck
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 ====== Rate and Boundary Import Checklist ====== ====== Rate and Boundary Import Checklist ======
-**NOTE:** For first time installations, please be sure to complete the [[dynamiczip:faq:new install instructions]] prior to importing. Some setup options will only take effect once the import process completes.  
  
-Please see [[dynamiczip:features:import:Pre Import Tasks]] to prepare for this import.  +Click here for a [[https://www.kampdata.com/tech-support/53-support-videos|video tutorial on the Monthly Rate and Boundary Import]] process. 
-===== Import =====+ 
 +**//IMPORTANT//:** __For first time installations__, please be sure to complete the [[dynamiczip:faq:new install instructions]] prior to importing. Some setup options will only take effect once the import process completes.  
 + 
 +===== Before Importing ===== 
 + 
 +Please see [[dynamiczip:features:import:Pre Import Tasks]] to prepare for this import. 
 +  
 +===== Import Taxable States ===== 
   - Open the [[dynamiczip:windows:DZ Rate and Boundary Import window]].    - Open the [[dynamiczip:windows:DZ Rate and Boundary Import window]]. 
-  - Select the Import Source. Select [[dynamiczip:glossary:zipsales_database|ZIPsales Database]] or [[dynamiczip:glossary:zip2_tax_database|Zip2Tax Database]] depending on which one you have purchased. +  - Select the [[dynamiczip:glossary:import_source|Import Source]] you have subscribed to.  
-  - Select to import the following: +  - Select to import rates and boundaries for your group of taxable states.
-    - [[dynamiczip:glossary:fips_codes|FIPS Codes]]   +
-    - [[dynamiczip:glossary:zip_address|Zip Addresses]] +
-    - [[dynamiczip:glossary:tax_detail|Rates]] +
-    - [[dynamiczip:glossary:tax_schedule|Boundaries]] +
-    - [[dynamiczip:glossary:zip4|Zip+4]] ((If you have purchased the Zip+4 option))+
   - [[dynamiczip:glossary:verify_rates_and_boundaries|Verify Rates and Boundaries]] is optional and can be run separately.   - [[dynamiczip:glossary:verify_rates_and_boundaries|Verify Rates and Boundaries]] is optional and can be run separately.
   - Tax on Purchases. Select this if you want to import use tax for Purchases.   - Tax on Purchases. Select this if you want to import use tax for Purchases.
   - Enter or select the [[dynamiczip:glossary:local_import_path|Local Import Path]].   - Enter or select the [[dynamiczip:glossary:local_import_path|Local Import Path]].
-  - SQL Optimize should be selected.+  - [[dynamiczip:install:mods:release:build72:sql_optimized_import|SQL Optimize]] should be selected.
   - [[dynamiczip:glossary:path_on_server|Path on Server]] is optional.   - [[dynamiczip:glossary:path_on_server|Path on Server]] is optional.
   - Specify the [[dynamiczip:glossary:Group ID]] for the state(s) you want to import, or select [[dynamiczip:windows:Update All States Tax Schedules]].    - Specify the [[dynamiczip:glossary:Group ID]] for the state(s) you want to import, or select [[dynamiczip:windows:Update All States Tax Schedules]]. 
-  - Click the Import button. +  - Click the Import button to start the [[dynamiczip:features:import:rate_and_boundary_import_process|import process]]. 
-  - Clicking the Import button starts the [[dynamiczip:features:import:rate_and_boundary_import_process|import process]].+ 
 +===== Import Nontaxable States ===== 
 + 
 +  - Open the [[dynamiczip:windows:DZ Rate and Boundary Import window]].  
 +  - Select the [[dynamiczip:glossary:import_source|Import Source]] you have subscribed to. (It is assumed here that the [[dynamiczip:glossary:kamp_database_files|KampDatabase Files]] have been saved to the folder that contains your tax rate import source database.) 
 +  - Select to addresses only for your group of nontaxable states. 
 +  - Enter or select the [[dynamiczip:glossary:local_import_path|Local Import Path]]. 
 +  - [[dynamiczip:install:mods:release:build72:sql_optimized_import|SQL Optimize]] should be selected. 
 +  - [[dynamiczip:glossary:path_on_server|Path on Server]] is optional. 
 +  - Specify your nontaxable [[dynamiczip:glossary:Group ID]] for the state(s) you want to import.  
 +  - Click the Import button to start the [[dynamiczip:features:import:rate_and_boundary_import_process|import process]]. 
 + 
 ===== After Import Completes ===== ===== After Import Completes =====
 +
 ==== Validate and Update Addresses ==== ==== Validate and Update Addresses ====
   * [[dynamiczip:windows:dz_customer_address_correction_window|DZ Customer Address Correction window]]   * [[dynamiczip:windows:dz_customer_address_correction_window|DZ Customer Address Correction window]]
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 ==== Update tax on unposted transactions ==== ==== Update tax on unposted transactions ====
 +
 If you want to roll the newly imported tax rate and boundary changes out to existing documents that have not been posted, please see: If you want to roll the newly imported tax rate and boundary changes out to existing documents that have not been posted, please see:
   * [[dynamiczip:windows:dz_sales_batch_processing_window|DZ Sales Batch Processing window]]   * [[dynamiczip:windows:dz_sales_batch_processing_window|DZ Sales Batch Processing window]]
   * [[dynamiczip:reports:DZ Document Tax Schedule report]]   * [[dynamiczip:reports:DZ Document Tax Schedule report]]
 +  * [[dynamiczip:glossary:dz_extended_tax_recalculation|DZ Extended Tax Recalculation]]
  
 ---- ----
  
 [[dynamiczip:Checklists]]\\ [[dynamiczip:Checklists]]\\
-[[dynamiczip:faq:Frequently Asked Questions]]  +[[dynamiczip:faq:Frequently Asked Questions|FAQ]] \\ 
- +[[dynamiczip:glossary:glossary|Glossary 
 +]] 
dynamiczip/faq/rate_and_boundary_import_checklist.1450133658.txt.gz · Last modified: by chuck
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