Item Category Override

Some taxing jurisdictions have a multitude of tax categories while others have very few. For example, Installation may be a single category in most states but some may tax Installation by Vendor differently than Installation by 3rd Party.

To simplify the task of mapping your items and services to their proper tax category, DynamicZip allows you to create Item Category Overrides. To utilize this in the above mentioned situation, you could:

1. Assign all of your installation charges to an Installation Category. This category can then be conveniently used to handle installation charges in most states.
2. For the unusual state(s), create an override where appropriate for Installation by Vendor charges and another for Installation by 3rd Party charges. These category overrides will then apply only to the unusual state(s).

Glossary