Note: For specific help with any DynamicZip window or field, please use the built in DynamicZip Help by pressing F1 or clicking on the “?” button.
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Using the DZ State Setup window make any 'personalized' changes for your company's needs.
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Create a group of the states in which you are required to collect sales tax. This is done using the
DZ State Group Setup window. This is your
taxable states group. The ID of this group can be specified as your
Taxable States Group ID in the DynamicZip Setup window.
Create a group of the states in which are are not required to collect sales tax but do sell into and would like the benefits of
ZipAddressing. This is your
nontaxable states group.
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If you have items that are taxable in some states and exempt in others, configure
Tax By Item Category.
Create transactions and verify that the sales tax is being added to the transaction.
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Continue to monitor DynamicZip and its functions. It is the end users' responsibility to insure that tax is being correctly charged and reported.
Note: There are two DynamicZip windows that give users the ability to mass modify Tax Details and Schedules. They are the DZ Modify Tax Details window and the DZ Modify Tax Schedules window. Consider setting system security to restrict access to these windows.
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