Differences

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

--- dynamiczip:faq:new_install_instructions [2020/06/14 21:02] – chuck
+++ dynamiczip:faq:new_install_instructions [2020/06/14 21:04] – chuck
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   - 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.
+  - Complete the [[dynamiczip:faq:rate_and_boundary_import_checklist|rate & boundary import]] of your **taxable states group** 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.
   - **//IMPORTANT://** There are two DynamicZip windows that give users the ability to mass modify Tax Details and Schedules. They are the [[dynamiczip:windows:DZ Modify Tax Details window]] and the [[dynamiczip:windows:DZ Modify Tax Schedules window]]. Consider setting system security to restrict access to these windows.