Differences

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--- dynamiczip:faq:tax_schedule_selection_logic_faq [2015/05/27 15:20] – [Build 74 and later] chuck
+++ dynamiczip:faq:tax_schedule_selection_logic_faq [2019/03/13 22:26] – conni
@@ Line 7: / Line 7: @@
   - DynamicZip's [[dynamiczip:tables:DZ State Setup Table]] will be checked to see if the tax location's state is setup to use [[dynamiczip:glossary:statewide_tax_schedule|statewide tax schedules]] and if so the Taxable or Exempt ID specified in the [[dynamiczip:windows:dz_state_setup_window|DZ State Setup window]] will be selected based on the customer's [[dynamiczip:glossary:Taxable Status]] and the process ends here.
   - If the tax locations ZIP Code has the Plus4 extension and the DynamicZip [[dynamiczip:features:zip4_option|Zip4 Option]] is enabled and active, then the tax location's county is identified using the [[dynamiczip:tables:dz_plus4_geocode_table|DZ Plus4 Geocode table]].
-  - Only the rows in the [[dynamiczip:tables:DZ Tax Schedule Supplement Table]] that match the tax location's ZIP code are considered.
+  - Based on the rows in the DZ Tax Schedule Supplement Table, tax schedules are considered **invalid**((If only one record exists for the tax location ZIP Code, it is considered valid and selected)) if the schedule:
-    - For USA ZIP Codes, Only the base 5 digit ZIP is used for the following selection.
+    * is for a ZIP Code((5 digit zip for US. First letter of the postal code for CN)) that does not match the tax location ZIP Code.
-    - For Canada postal codes, only the first letter of the postal code is used for the following selection.
+    * is for a city that does not match the tax location city.
-  - Tax schedules are considered invalid if the schedule:
+    * is for a county that does not match the tax location county.
-    * has a ZIP Code that does not match the tax location ZIP code.
+    * is for a state that does not match the tax location state.
-    * has a city that does not match the tax location city.
+  - If [[dynamiczip:glossary:Select Default]] is selected, then the first, **valid** tax schedule found in the [[dynamiczip:tables:DZ Tax Schedule Supplement Table]] when sorted by the following values is selected.
-    * has a county that does not match the tax location county.
+    - ZIP Code((this must match the tax location's ZIP Code))
-    * has a state that does not match the tax location state.
-  - If [[dynamiczip:glossary:Select Default]] is selected, then the first, valid tax schedule found when sorted by the following values is selected.
-    - ZIP Code (this must match the tax location's ZIP code)
     - [[dynamiczip:glossary:tax_schedule_selection_priority|Priority]]
     - Tax Schedule ID.
-  - If [[dynamiczip:glossary:Select Default]] is **not** selected and multiple valid choices exist, DynamicZip will not select a tax schedule.
+  - If Select Default is **not** selected and multiple valid choices exist, DynamicZip will not select a tax schedule.
-  - The customer's [[dynamiczip:glossary:Taxable Status]] is checked, and an exempt ID will be returned if appropriate.
+  - The customer's Taxable Status and the item's [[dynamiczip:glossary:tax_option|Tax Option]] are checked, and an exempt ID will be returned if appropriate.
 ===== Prior to Build 74 =====
 ==== Not Using Statewide Tax Schedule ====
-When **not** using [[dynamiczip:glossary:Statewide Tax Schedule]]for the state involved:
+When **not** using [[dynamiczip:glossary:Statewide Tax Schedule]] for the state involved:
   - Only ZIP Code Tax Schedules are considered.
   - Only those tax schedules whose description begins with the appropriate state code followed by the city name are considered.