KampData Knowledge Base

User Tools

Site Tools

Trace:
dynamiczip:faq:rate_and_boundary_import_checklist

Differences

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

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
Last revisionBoth sides next revision
dynamiczip:faq:rate_and_boundary_import_checklist [2015/12/14 22:54] – chuckdynamiczip:faq:rate_and_boundary_import_checklist [2020/06/15 15:24] – [Import Nontaxable States] chuck
Line 1: Line 1:
 ====== Rate and Boundary Import Checklist ====== ====== Rate and Boundary Import Checklist ======
-**NOTE:** For first time installations, please be sure to complete the [[dynamiczip:faq:new install instructions]] prior to importing. Some setup options will only take effect once the import process completes.  
  
-Please see [[dynamiczip:features:import:Pre Import Tasks]] to prepare for this import.  +Click here for a [[https://www.kampdata.com/tech-support/53-support-videos|video tutorial on the Monthly Rate and Boundary Import]] process. 
-===== Import =====+ 
 +**//IMPORTANT//:** __For first time installations__, please be sure to complete the [[dynamiczip:faq:new install instructions]] prior to importing. Some setup options will only take effect once the import process completes.  
 + 
 +===== Before Importing ===== 
 + 
 +Please see [[dynamiczip:features:import:Pre Import Tasks]] to prepare for this import. 
 +  
 +===== Import Taxable States ===== 
   - Open the [[dynamiczip:windows:DZ Rate and Boundary Import window]].    - Open the [[dynamiczip:windows:DZ Rate and Boundary Import window]]. 
-  - Select the Import Source. Select [[dynamiczip:glossary:zipsales_database|ZIPsales Database]] or [[dynamiczip:glossary:zip2_tax_database|Zip2Tax Database]] depending on which one you have purchased. +  - Select the [[dynamiczip:glossary:import_source|Import Source]] you have subscribed to.  
-  - Select to import the following: +  - Select to import rates and boundaries for your group of taxable states.
-    - [[dynamiczip:glossary:fips_codes|FIPS Codes]]   +
-    - [[dynamiczip:glossary:zip_address|Zip Addresses]] +
-    - [[dynamiczip:glossary:tax_detail|Rates]] +
-    - [[dynamiczip:glossary:tax_schedule|Boundaries]] +
-    - [[dynamiczip:glossary:zip4|Zip+4]] ((If you have purchased the Zip+4 option))+
   - [[dynamiczip:glossary:verify_rates_and_boundaries|Verify Rates and Boundaries]] is optional and can be run separately.   - [[dynamiczip:glossary:verify_rates_and_boundaries|Verify Rates and Boundaries]] is optional and can be run separately.
   - Tax on Purchases. Select this if you want to import use tax for Purchases.   - Tax on Purchases. Select this if you want to import use tax for Purchases.
   - Enter or select the [[dynamiczip:glossary:local_import_path|Local Import Path]].   - Enter or select the [[dynamiczip:glossary:local_import_path|Local Import Path]].
-  - SQL Optimize should be selected.+  - [[dynamiczip:install:mods:release:build72:sql_optimized_import|SQL Optimize]] should be selected.
   - [[dynamiczip:glossary:path_on_server|Path on Server]] is optional.   - [[dynamiczip:glossary:path_on_server|Path on Server]] is optional.
   - Specify the [[dynamiczip:glossary:Group ID]] for the state(s) you want to import, or select [[dynamiczip:windows:Update All States Tax Schedules]].    - Specify the [[dynamiczip:glossary:Group ID]] for the state(s) you want to import, or select [[dynamiczip:windows:Update All States Tax Schedules]]. 
-  - Click the Import button. +  - Click the Import button to start the [[dynamiczip:features:import:rate_and_boundary_import_process|import process]]. 
-  - Clicking the Import button starts the [[dynamiczip:features:import:rate_and_boundary_import_process|import process]].+ 
 +===== Import Nontaxable States ===== 
 + 
 +  - Open the [[dynamiczip:windows:DZ Rate and Boundary Import window]].  
 +  - Select the [[dynamiczip:glossary:import_source|Import Source]] you have subscribed to. (It is assumed here that the [[dynamiczip:glossary:kamp_database_files|KampDatabase Files]] have been copied into the same folder that contains your tax rate source database.) 
 +  - Select to addresses only for your group of nontaxable states. 
 +  - Enter or select the [[dynamiczip:glossary:local_import_path|Local Import Path]]. 
 +  - [[dynamiczip:install:mods:release:build72:sql_optimized_import|SQL Optimize]] should be selected. 
 +  - [[dynamiczip:glossary:path_on_server|Path on Server]] is optional. 
 +  - Specify your nontaxable [[dynamiczip:glossary:Group ID]] for the state(s) you want to import.  
 +  - Click the Import button to start the [[dynamiczip:features:import:rate_and_boundary_import_process|import process]]. 
 + 
 ===== After Import Completes ===== ===== After Import Completes =====
 +
 ==== Validate and Update Addresses ==== ==== Validate and Update Addresses ====
   * [[dynamiczip:windows:dz_customer_address_correction_window|DZ Customer Address Correction window]]   * [[dynamiczip:windows:dz_customer_address_correction_window|DZ Customer Address Correction window]]
Line 32: Line 47:
  
 ==== Update tax on unposted transactions ==== ==== Update tax on unposted transactions ====
 +
 If you want to roll the newly imported tax rate and boundary changes out to existing documents that have not been posted, please see: If you want to roll the newly imported tax rate and boundary changes out to existing documents that have not been posted, please see:
   * [[dynamiczip:windows:dz_sales_batch_processing_window|DZ Sales Batch Processing window]]   * [[dynamiczip:windows:dz_sales_batch_processing_window|DZ Sales Batch Processing window]]
   * [[dynamiczip:reports:DZ Document Tax Schedule report]]   * [[dynamiczip:reports:DZ Document Tax Schedule report]]
 +  * [[dynamiczip:glossary:dz_extended_tax_recalculation|DZ Extended Tax Recalculation]]
  
 ---- ----
  
 [[dynamiczip:Checklists]]\\ [[dynamiczip:Checklists]]\\
-[[dynamiczip:faq:Frequently Asked Questions]]  +[[dynamiczip:faq:Frequently Asked Questions|FAQ]] \\ 
- +[[dynamiczip:glossary:glossary|Glossary 
 +]] 
dynamiczip/faq/rate_and_boundary_import_checklist.txt · Last modified: 2020/06/15 15:24 by chuck
Donate Powered by PHP Valid HTML5 Valid CSS Driven by DokuWiki