NOTE: For first time installations, please be sure to complete the new install instructions prior to importing. Some setup options will only take effect once the import process completes. For more information, please see Pre Import Tasks.

1. Open the DZ Rate and Boundary Import window.
2. Select the Import Source. Select ZIPsales Database or Zip2Tax Database depending on which one you have purchased.
3. Select to import the following:
   1. FIPS Codes
   2. Zip Addresses
   3. Rates
   4. Boundaries
   5. Zip+4 ¹⁾
4. Verify Rates and Boundaries is optional and can be run separately.
5. Tax on Purchases. Select this if you want to import use tax for Purchases. NOTE: If you are going to import both always import Sales first.
6. Enter or select the Local Import Path.
7. SQL Optimize should be selected.
8. Path on Server is optional.
9. Specify the Group ID for the state(s) you want to import, or select Update All States Tax Schedules.
10. Click the Import button.
11. Clicking the Import button starts the import process.

If you want to roll the tax rate and boundary changes out to existing documents, please see:

• DZ Sales Batch Processing window
• DZ Document Tax Schedule report

—-

Frequently Asked Questions
Checklists