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dynamiczip:faq:tax_schedule_selection_logic_faq

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dynamiczip:faq:tax_schedule_selection_logic_faq [2015/05/27 15:33] – [Build 74 and later] chuckdynamiczip:faq:tax_schedule_selection_logic_faq [2015/06/09 22:07] conni
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   - 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.   - 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]].   - 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]].
-  - Based on the rows in the [[dynamiczip:tables: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: +  - Based on the rows in the [[dynamiczip:tables: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: 
-    * 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.+    * 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.
     * is for a city that does not match the tax location city.     * is for a city that does not match the tax location city.
     * is for a county that does not match the tax location county.     * is for a county that does not match the tax location county.
     * is for a state that does not match the tax location state.     * is for a state that does not match the tax location state.
   - 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.    - 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. 
-    - ZIP Code((this must match the tax location's ZIP code))+    - ZIP Code((this must match the tax location's ZIP Code))
     - [[dynamiczip:glossary:tax_schedule_selection_priority|Priority]]     - [[dynamiczip:glossary:tax_schedule_selection_priority|Priority]]
     - Tax Schedule ID.     - Tax Schedule ID.
dynamiczip/faq/tax_schedule_selection_logic_faq.txt · Last modified: 2019/03/13 22:28 by conni

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