dynamiczip:faq:new_install_instructions
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dynamiczip:faq:new_install_instructions [2017/09/06 18:25] – conni | dynamiczip:faq:new_install_instructions [2020/06/15 15:27] – chuck | ||
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====== New Installation Setup Instructions ====== | ====== New Installation Setup Instructions ====== | ||
- | **NOTE:** For specific help with any DynamicZip window or field, please use the built in [[dynamiczip: | + | //**Note:**// For specific help with any DynamicZip window or field, please use the built in [[dynamiczip: |
- [[dynamiczip: | - [[dynamiczip: | ||
- Open the [[dynamiczip: | - Open the [[dynamiczip: | ||
- | - Open the [[dynamiczip: | + | - Open the [[dynamiczip: |
- Using the DZ State Setup window make any ' | - Using the DZ State Setup window make any ' | ||
- Configure settings like the [[dynamiczip: | - Configure settings like the [[dynamiczip: | ||
- | - Check the State Setup section on our [[dynamiczip: | + | - Check the State Setup section on our [[dynamiczip: |
- | - **NOTE:** If you have already [[dynamiczip: | + | - To facilitate tracking sales into non-taxable states we recommend using [[dynamiczip: |
- | - Complete the [[dynamiczip: | + | - //**Note:**// If you have already [[dynamiczip: |
+ | - Create a group of the states in which you are required to collect sales tax. This is done using the [[dynamiczip: | ||
+ | - 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: | ||
+ | - Complete the [[dynamiczip: | ||
+ | - Complete | ||
- [[dynamiczip: | - [[dynamiczip: | ||
- | - **//IMPORTANT://** There are two DynamicZip windows that give users the ability to mass modify Tax Details and Schedules. They are the [[dynamiczip: | + | - Run the [[dynamiczip: |
- | - Review the FAQ page for help with setting up [[dynamiczip: | + | - [[dynamiczip: |
+ | - Run the [[dynamiczip: | ||
+ | - If you have items that are taxable in some states and exempt in others, configure [[dynamiczip: | ||
+ | - Create transactions and verify that the sales tax is being added to the transaction. | ||
+ | - Use the [[dynamiczip: | ||
+ | - 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 [[dynamiczip: | ||
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dynamiczip/faq/new_install_instructions.txt · Last modified: 2020/06/19 14:34 by chuck