KampData Knowledge Base

User Tools

Site Tools

Trace:
dynamiczip:faq:states_exclude_taxation_faq

Differences

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

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
dynamiczip:faq:states_exclude_taxation_faq [2015/05/14 16:40] – chuckdynamiczip:faq:states_exclude_taxation_faq [2019/03/20 18:02] (current) – conni
Line 3: Line 3:
 To handle nontaxable states, you can use [[dynamiczip:glossary:statewide_tax_schedule|Statewide Schedules]] This approach allows you to specify a single tax schedule ID to use for all taxable customers, and another, single tax schedule ID for all exempt customers (in the given state). By using [[dynamiczip:glossary:Exempt Tax Schedule|zero rate tax schedules]] for both the taxable and exempt customers, you can ensure that no tax will be collected in that state.  To handle nontaxable states, you can use [[dynamiczip:glossary:statewide_tax_schedule|Statewide Schedules]] This approach allows you to specify a single tax schedule ID to use for all taxable customers, and another, single tax schedule ID for all exempt customers (in the given state). By using [[dynamiczip:glossary:Exempt Tax Schedule|zero rate tax schedules]] for both the taxable and exempt customers, you can ensure that no tax will be collected in that state. 
  
-DynamicZip can auto-generate the [[dynamiczip:glossary:statewide_tax_schedule|Statewide Schedules]] These tax schedules are designed to keep all of the customers within a state from being taxed without losing any of the reporting functionality (e.g. You can still track and report sales accurately in the states that you do not collect tax for). These statewide tax schedules can be created quickly and assigned to all states by using the [[dynamiczip:windows:DZ State Setup window]].+DynamicZip can auto-generate the Statewide Schedules These tax schedules are designed to keep all of the customers within a state from being taxed without losing any of the reporting functionality.((The DynamicZip Tax Reports can show which state each sale occurred in even if you are not collecting tax in that state.)) These statewide tax schedules can be created quickly and assigned to all states by using the [[dynamiczip:windows:DZ State Setup window]].
  
 ===== Create Statewide Schedules ===== ===== Create Statewide Schedules =====
 +
 ==== Build 74 and later ==== ==== Build 74 and later ====
-  - Open the [[dynamiczip:windows:DZ State Setup window]]. + 
 +  - Open the DZ State Setup window. 
   - Run the "Create Statewide Schedules" option from the [[dynamiczip:windows:DynamicZip Menu]].    - Run the "Create Statewide Schedules" option from the [[dynamiczip:windows:DynamicZip Menu]]. 
-  - Based on how many states you want to use statewide schedules in, you may want to use one or more of the following [[dynamiczip:windows:DynamicZip Menu]] options: +  - Based on how many states you want to use statewide schedules in, you may want to use one or more of the following DynamicZip Menu options: 
-    - Set Statewide Taxable ID's +    - Set Statewide Taxable ID's ((Assign a statewide taxable ID to every state.)) 
-    - Clear Statewide Taxable ID's +    - Clear Statewide Taxable ID's ((Clear the taxable ID field from every state.)) 
-    - Set Statewide Exempt ID's +    - Set Statewide Exempt ID's ((Assign a statewide exempt ID to every state.)) 
-    - Clear Statewide Exempt ID's+    - Clear Statewide Exempt ID's ((Clear the exempt ID field from every state.))
   - Enter or lookup a state.   - Enter or lookup a state.
-  - If you chose to use the Set Statewide Taxable ID's, then the Taxable ID field should contain the proper schedule. Otherwise, you can enter or lookup the Taxable ID tax schedule. **EXAMPLE:** CATAXABLE is the Taxable ID for California. +  - If you chose to use the Set Statewide Taxable ID's, then the Taxable ID field should contain the statewide schedule. Otherwise, you can enter or lookup the Taxable ID tax schedule. ((For example CATAXABLE is the Taxable ID for California.)) ((If you do not want to use statewide schedules for this particular state, simple clear the taxable and exempt ID fields.)) 
-  - If you chose to use the Set Statewide Exempt ID's, then the Exempt ID field should contain the proper schedule. Otherwise, you can enter or lookup the Exempt ID tax schedule.**EXAMPLE:** CAEXEMPT is the Exempt ID for California.+  - If you chose to use the Set Statewide Exempt ID's, then the Exempt ID field should contain the statewide schedule. Otherwise, you can enter or lookup the Exempt ID tax schedule. ((For example CAEXEMPT is the Exempt ID for California.)) ((If you do not want to use statewide schedules for this particular state, simple clear the taxable and exempt ID fields.))
   - Press Save.    - Press Save. 
   - After assigning a Taxable ID and an Exempt ID to a state, you can use the [[dynamiczip:windows:DZ Assign Customer Tax Schedules window]] to update all of the customer addresses in that state with the statewide tax schedule IDs. Customers who are flagged as exempt in the [[dynamiczip:windows:dz_customer_supplement_window|DZ Customer Supplement window]] will be assigned the Exempt ID. Customers not flagged as exempt will be assigned the Taxable ID.   - After assigning a Taxable ID and an Exempt ID to a state, you can use the [[dynamiczip:windows:DZ Assign Customer Tax Schedules window]] to update all of the customer addresses in that state with the statewide tax schedule IDs. Customers who are flagged as exempt in the [[dynamiczip:windows:dz_customer_supplement_window|DZ Customer Supplement window]] will be assigned the Exempt ID. Customers not flagged as exempt will be assigned the Taxable ID.
 +  - Also consider using:
 +    - [[dynamiczip:windows:dz_assign_site_tax_schedules_window|DZ Assign Site Tax Schedules window]]
 +    - [[dynamiczip:windows:dz_assign_vendor_tax_schedules_window|DZ Assign Vendor Tax Schedules window]]
 +
 ==== Build 73 and earlier ==== ==== Build 73 and earlier ====
 +
   - Open the [[dynamiczip:windows:DZ State Setup window]].    - Open the [[dynamiczip:windows:DZ State Setup window]]. 
   - Run the "Create Statewide Taxable Schedules" option from the [[dynamiczip:windows:DynamicZip Menu]].    - Run the "Create Statewide Taxable Schedules" option from the [[dynamiczip:windows:DynamicZip Menu]]. 
-  - Run the "Create Statewide Exempt Schedules" option from the [[dynamiczip:windows:DynamicZip Menu]]. +  - Run the "Create Statewide Exempt Schedules" option from the DynamicZip Menu. 
   - Enter or lookup a state.   - Enter or lookup a state.
-  - If you chose to auto-insert during step 1, then the Taxable ID field should contain the proper schedule. Otherwise, you can enter or lookup the Taxable ID tax schedule. **EXAMPLE:** CATAXABLE is the Taxable ID for California. +  - If you chose to auto-insert during step 1, then the Taxable ID field should contain the proper schedule. Otherwise, you can enter or lookup the Taxable ID tax schedule. ((For example CATAXABLE is the Taxable ID for California.)) ((If you do not want to use statewide schedules for this particular state, simple clear the taxable and exempt ID fields.)) 
-  - If you chose to auto-insert during step 2, then the Exempt ID field should contain the proper schedule. Otherwise, you can enter or lookup the Exempt ID tax schedule.**EXAMPLE:** CAEXEMPT is the Exempt ID for California.**NOTE:** Using a unique tax schedule for the Exempt ID and Taxable ID fields allows you to distinguish exempt customers from taxable customers in the state(s) where you do not collect sales tax. By using an Exempt ID for your exempt customers, you can make it easier to transition [[dynamiczip:faq:Start Charging Tax New State Faq|if/when you begin collecting tax in the state]].+  - If you chose to auto-insert during step 2, then the Exempt ID field should contain the proper schedule. Otherwise, you can enter or lookup the Exempt ID tax schedule.((For example CAEXEMPT is the Exempt ID for California.)) ((If you do not want to use statewide schedules for this particular state, simple clear the taxable and exempt ID fields.))
   - Press Save.    - Press Save. 
   - After assigning a Taxable ID and an Exempt ID to a state, you can use the [[dynamiczip:windows:DZ Assign Customer Tax Schedules window]] to update all of the customer addresses in that state with the statewide tax schedule IDs.   - After assigning a Taxable ID and an Exempt ID to a state, you can use the [[dynamiczip:windows:DZ Assign Customer Tax Schedules window]] to update all of the customer addresses in that state with the statewide tax schedule IDs.
Line 37: Line 44:
 ---- ----
  
-[[dynamiczip:faq:Frequently Asked Questions]] +[[dynamiczip:faq:Frequently Asked Questions|FAQ]] 
  
 \\  \\ 
dynamiczip/faq/states_exclude_taxation_faq.1431621603.txt.gz · Last modified: by chuck
Donate Powered by PHP Valid HTML5 Valid CSS Driven by DokuWiki