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dynamiczip:faq:tax_schedule_selection_logic_faq

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dynamiczip:faq:tax_schedule_selection_logic_faq [2015/06/09 22:07] connidynamiczip:faq:tax_schedule_selection_logic_faq [2019/03/13 22:26] 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 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.
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     - [[dynamiczip:glossary:tax_schedule_selection_priority|Priority]]     - [[dynamiczip:glossary:tax_schedule_selection_priority|Priority]]
     - Tax Schedule ID.     - 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'[[dynamiczip:glossary:Taxable Status]] and the item's [[dynamiczip:glossary:tax_option|Tax Option]] are 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 ===== ===== Prior to Build 74 =====
  
 ==== Not Using Statewide Tax Schedule ==== ==== 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 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.   - Only those tax schedules whose description begins with the appropriate state code followed by the city name are considered.
dynamiczip/faq/tax_schedule_selection_logic_faq.txt · Last modified: 2019/03/13 22:28 by conni

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