Differences

This shows you the differences between two versions of the page.

--- dynamiczip:faq:new_install_instructions [2017/09/06 18:25] – conni
+++ dynamiczip:faq:new_install_instructions [2020/06/14 21:02] – chuck
@@ Line 5: / Line 5: @@
   - [[dynamiczip:faq:DynamicZip Installation Reinstallation Faq|Install DynamicZip.]]
   - Open the [[dynamiczip:windows:DynamicZip Setup window]] to configure the general DynamicZip settings.
-  - Open the [[dynamiczip:windows:DZ State Setup window]] and select [[dynamiczip:features:import:Import States]] from the DynamicZip menu.
+  - Open the [[dynamiczip:windows:DZ State Setup window]] and select [[dynamiczip:features:import:Import States]] from the DynamicZip menu to import states.
   - Using the DZ State Setup window make any 'personalized' changes for your company's needs.
     -  Configure settings like the [[dynamiczip:windows:Track Tax Free Jurisdictions]] and [[dynamiczip:windows:State Default Posting Account]].
-    - Check the State Setup section on our [[dynamiczip:faq:Frequently Asked Questions]] page for specific examples on handling common situations, including but not limited to, [[dynamiczip:faq:States Exclude Taxation Faq|Setting up Nontaxable States]] and [[dynamiczip:faq:Use Tax Rates Sales Tax Rates Faq|Taxing Sales at Use Tax Rates]].
+    - Check the State Setup section on our [[dynamiczip:faq:Frequently Asked Questions|FAQ]] page for specific examples on handling common situations, including but not limited to, [[dynamiczip:faq:States Exclude Taxation Faq|Setting up Nontaxable States]] and [[dynamiczip:faq:Use Tax Rates Sales Tax Rates Faq|Taxing Sales at Use Tax Rates]].
     - **NOTE:** If you have already [[dynamiczip:faq:rate_and_boundary_import_checklist|imported rates & boundaries]] then certain changes made in the DZ State Setup window will [[dynamiczip:setup:Import Required|require you to reimport]] the database to bring those settings into effect. The import should only need to be run for the states whose settings were modified, so you may want to [[dynamiczip:faq:import_group_id_single_state_faq|restrict the import process to a single state, or a group of states]].
+  - Create a group of the states in which you are required to collect sales tax. This is done using the [[dynamiczip:windows:dz_state_group_setup_window|DZ State Group Setup window]]. This is your **taxable states group**.
+  - 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 [[dynamiczip:features:zip_addressing|ZipAddressing]]. This is your **address only group**.
   - Complete the [[dynamiczip:faq:rate_and_boundary_import_checklist|rate & boundary import]] to create the [[dynamiczip:glossary:Tax Schedule|tax schedules]] and [[dynamiczip:glossary:Tax Detail|tax details]] as well as update your customer records with standardized addresses and DynamicZip tax schedule IDs . **NOTE:** This will also populate the [[dynamiczip:tables:DZ Zip Address table]] for the [[dynamiczip:features:Zip Addressing|ZipAddressing]] feature.
   - [[dynamiczip:windows:DZ Set Posting Accounts window|Assign your desired general ledger posting accounts to the tax details]]. This step may not be required if you assigned each state a [[dynamiczip:windows:State Default Posting Account|Default Posting Account]] in step 4 prior to importing rates & boundaries.