====== Tax Schedules Selection Criteria ====== DynamicZip uses the following criteria to select the correct tax schedule: * Read from the [[dynamiczip:glossary:Tax Location]] address: * Zip Code (required except for [[dynamiczip:glossary:statewide_tax_schedule|Statewide Tax Schedules]] which use only the state code) * City * State Code * County (from the zip+4 of the tax location address if that option is enabled) * Read the record from the [[dynamiczip:tables:DZ Customer Address Supplement table]]. If [[dynamiczip:glossary:lock_tax_location|Lock Tax Location]] has been selected, the [[dynamiczip:glossary:Geocode]] is used to identify the city, county and state and that is used along with the zip code also stored on this record. If [[dynamiczip:glossary:lock_tax_location|Lock Tax Location]] has NOT been selected then the geocode is used to identify the actual city as opposed to the [[dynamiczip:glossary:usps_city_name|USPS Preferred City Name]] and the county (if the [[dynamiczip:glossary:zip4|Zip+4]] option is not enabled). * Read customer's Taxable/Exempt status from the [[dynamiczip:tables:DZ Customer Supplement table]] or the [[dynamiczip:tables:DZ Customer Tax by State table]] * Intrepreted from the existing tax schedule ID but disregarded if the zip code portion of the existing tax schedule ID does not match the current tax location zip code: * In/Out of city limits status ---- [[dynamiczip:glossary:Glossary]]