Table of Contents
Select Default
The Select Default Tax Schedule option in the DynamicZip Setup window will cause DynamicZip to automatically select a tax schedule even when multiple choices exist.
When there is only one tax schedule that is not for a city, county, state and/or ZIP that is different than the Tax Location's city, county, state and ZIP, that single choice is not considered to be a default and will be selected even if this option not selected.
Build 74 and Later
The default tax schedule for a particular ZIP Code is determined using the following criteria:
- Rate in descending order (maximum rate gets top priority).
- USPS city gets a higher priority than non-USPS cities (above factors being the same).
- Tax schedules that have city, county and state tax get a higher priority than those that do not have all three - city, county and state tax (above factors being the same).
- Tax schedules that have a city tax get a higher priority than those without city tax (above factors being the same).
- Tax schedules with a county tax get a higher priority than those with only state tax (above factors being the same).
- Geocode in ascending order (geocodes typically reflect the alphabetic order of the place names) (above factors being the same).
- RateSetIndex (above factors being the same).
When assigning a tax schedule, DynamicZip will select the schedule with the highest priority that is not for a city, county, state and/or ZIP that is different than the Tax Location's city, county, state and ZIP.
More information on tax schedule selection logic.
Prior to Build 74
The CCH ZIPsales Database identifies which address selection is the default, when a ZIP Code spans multiple cities and/or counties. This was done based on a flag indicating which choice had the highest population.
There are two types of defaults identified. They are:
- Default for Zip (This identifies the default city/county combination for a particular ZIP Code.)
- Default for City and Zip (This identifes the default county for a particular city and ZIP Code.)
This information is stored in the DZ Zip Address table for addressing purposes, and is embeded in the Zip Code Tax Schedule ID Format for tax schedule selection purposes.
In earlier versions of DynamicZip the Select Default option was named Base on Majority.