Differences

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

--- dynamiczip:faq:rate_and_boundary_import_checklist [2017/03/01 23:37] – conni
+++ dynamiczip:faq:rate_and_boundary_import_checklist [2020/06/15 15:24] (current) – [Import Nontaxable States] chuck
@@ Line 1: / Line 1: @@
 ====== Rate and Boundary Import Checklist ======
+Click here for a [[https://www.kampdata.com/tech-support/53-support-videos|video tutorial on the Monthly Rate and Boundary Import]] process.
 **//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.
@@ Line 7: / Line 9: @@
 Please see [[dynamiczip:features:import:Pre Import Tasks]] to prepare for this import.
-===== Import =====
+===== Import Taxable States =====
   - 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.
   - Tax on Purchases. Select this if you want to import use tax for Purchases.
@@ Line 24: / Line 21: @@
   - 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 to start 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 =====
@@ Line 47: / Line 56: @@
 [[dynamiczip:Checklists]]\\
-[[dynamiczip:faq:Frequently Asked Questions]]
+[[dynamiczip:faq:Frequently Asked Questions|FAQ]] \\
+[[dynamiczip:glossary:glossary|Glossary
+]]