KampData Knowledge Base

This page is read only. You can view the source, but not change it. Ask your administrator if you think this is wrong.
====== Rate and Boundary Import Checklist ======

Click here for a [[https://www.kampdata.com/tech-support/53-support-videos|video tutorial on the Monthly Rate and Boundary Import]] process.

**//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]]. 
  - Select the [[dynamiczip:glossary:import_source|Import Source]] you have subscribed to. 
  - Select to import rates and boundaries for your group of taxable states.
  - [[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.
  - 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 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 to start 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 saved to the folder that contains your tax rate import 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 =====

==== Validate and Update Addresses ====
  * [[dynamiczip:windows:dz_customer_address_correction_window|DZ Customer Address Correction window]]
  * [[dynamiczip:windows:dz_site_address_correction_window|DZ Site Address Correction window]]
  * [[dynamiczip:windows:dz_vendor_address_correction_window|DZ Vendor Address Correction window]]
==== Assign Tax Schedules ====
  * [[dynamiczip:windows:dz_assign_customer_tax_schedules_window|DZ Assign Customer Tax Schedules window]]
  * [[dynamiczip:windows:dz_assign_site_tax_schedules_window|DZ Assign Site Tax Schedules window]]
  * [[dynamiczip:windows:dz_assign_vendor_tax_schedules_window|DZ Assign Vendor Tax Schedules window]]


==== 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:
  * [[dynamiczip:windows:dz_sales_batch_processing_window|DZ Sales Batch Processing window]]
  * [[dynamiczip:reports:DZ Document Tax Schedule report]]
  * [[dynamiczip:glossary:dz_extended_tax_recalculation|DZ Extended Tax Recalculation]]

----

[[dynamiczip:Checklists]]\\
[[dynamiczip:faq:Frequently Asked Questions|FAQ]] \\
[[dynamiczip:glossary:glossary|Glossary
]]