DynamicZip defines a custom tax detail as any tax detail not automatically created by the Rate & Boundary Import.

When creating custom tax details it is important that you also create a tax detail supplement record for each custom detail you create. The tax detail supplement records are where the DynamicZip Tax Reports get the necessary information for sorting/ordering the reports.

To create a tax detail supplement record for a custom tax detail open the DZ Tax Detail Supplement window fill out as much information as suitable (Please use the existing tax detail supplement records for examples/resources) and then save your changes.

Import Status
Custom Tax Schedules
Updating manually created tax schedule FAQ
Frequently Asked Questions
Glossary