KampData Knowledge Base

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====== Select Default ======

The Select Default Tax Schedule option in the [[dynamiczip:windows:dynamiczip_setup_window|DynamicZip Setup window]] will cause DynamicZip to automatically select a tax schedule even when multiple choices exist. 

When there is only one tax schedule that is not for a city, county, state and/or ZIP that is different than the [[dynamiczip:glossary:tax_location|Tax Location's]] city, county, state and ZIP, that single choice is not considered to be a default and will be selected even if this option not selected.

===== Build 74 and Later =====

The default tax schedule for a particular ZIP Code is determined using the following criteria:
  - Rate in descending order (maximum rate gets top priority).
  - USPS city gets a higher priority than non-USPS cities (above factors being the same).
  - Tax schedules that have city, county and state tax get a higher priority than those that do not have all three - city, county and state tax (above factors being the same).
  - Tax schedules that have a city tax get a higher priority than those without city tax (above factors being the same). 
  - Tax schedules with a county tax get a higher priority than those with only state tax (above factors being the same).
  - Geocode in ascending order (geocodes typically reflect the alphabetic order of the place names) (above factors being the same).
  - RateSetIndex (above factors being the same).
When assigning a tax schedule, DynamicZip will select the schedule with the highest priority that is not for a city, county, state and/or ZIP that is different than the [[dynamiczip:glossary:tax_location|Tax Location's]] city, county, state and ZIP.

More information on [[dynamiczip:faq:tax_schedule_selection_logic_faq|tax schedule selection logic.]]


===== Prior to Build 74 =====

The CCH [[dynamiczip:glossary:zipsales_database|ZIPsales Database]] identifies which address selection is the default, when a ZIP Code spans multiple cities and/or counties. This was done based on a flag indicating which choice had the highest population.

There are two types of defaults identified. They are:

  * [[dynamiczip:features:schedule_assignment:default_for_zip|Default for Zip]] (This identifies the default city/county combination for a particular ZIP Code.)
  * [[dynamiczip:features:schedule_assignment:default_for_city_and_zip|Default for City and Zip]] (This identifes the default county for a particular city and ZIP Code.)

This information is stored in the [[dynamiczip:tables:DZ Zip Address table]] for addressing purposes, and is embeded in the [[dynamiczip:glossary:zip_code_tax_schedule_id_format|Zip Code Tax Schedule ID Format]] for tax schedule selection purposes.

In earlier versions of DynamicZip the Select Default option was named Base on Majority.

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[[dynamiczip:glossary:Glossary]]