Differences

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

--- dynamiczip:faq:new_install_instructions [2020/06/15 14:52] – chuck
+++ dynamiczip:faq:new_install_instructions [2020/06/15 15:27] – chuck
@@ Line 13: / Line 13: @@
   - 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**. The ID of this group can be specified as your [[dynamiczip:glossary:taxable_states_group_id|Taxable States Group ID]] in the DynamicZip Setup window.
   - 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 **nontaxable states group**.
-  - 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]].
+  - 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]]. (This step also brings in the valid zip addresses for this group of states.)
-  - Complete the [[dynamiczip:faq:rate_and_boundary_import_checklist|addresses only import]] of your **nontaxable states group** to bring in the valid [[dynamiczip:glossary:zip_address|Zip Address]] for those states.
+  - Complete the [[dynamiczip:faq:rate_and_boundary_import_checklist|addresses only import]] of your **nontaxable states group** to bring in the valid [[dynamiczip:glossary:zip_address|Zip Addresses]] for those states.
   - [[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.
-  - Run the [[dynamiczip:windows:dz_customer_address_correction_window|DZ Customer Address Correction utility]] to update your customer cards with standardized addresses. This will also populate the [[dynamiczip:tables:DZ Zip Address table]] for the [[dynamiczip:features:Zip Addressing|ZipAddressing]] feature.
+  - Run the [[dynamiczip:windows:dz_customer_address_correction_window|DZ Customer Address Correction utility]] to update your customer cards with standardized addresses.
-  - [[dynamiczip:faq:Exempt Customer Faq|Flag your exempt customers]].
+  - [[dynamiczip:faq:Exempt Customer Faq|Flag your exempt customers]]. This will cause DynamicZip to assign them an [[dynamiczip:glossary:exempt_tax_schedule|Exempt Tax Schedule]].
   - Run the [[dynamiczip:windows:dz_assign_customer_tax_schedules_window|DZ Assign Customer Tax Schedules window]] to update your customer cards with DZ tax schedule ID's.
   - If you have items that are taxable in some states and exempt in others, configure [[dynamiczip:features:tbic:Tax By Item Category]].