1. Install DynamicZip.
2. Enter your Registration Keys for DynamicZip (NOTE: This step is not required for Demo Mode)
3. Open the DynamicZip Setup window to configure the desired Payables Transaction Entry Settings.
4. If you are using your own Tax Schedules and Tax Details, then please skip steps 5-7.
5. If you are subscribed to a rate & boundary database, then you can create your tax schedules and details by importing the rate & boundary database.
6. Assign desired general ledger posting accounts to the tax details.
7. Open the DZ Assign Vendor Tax Schedules window to assign tax schedules to your existing vendor base.
8. Specify the Default Tax Schedule ID.

• About Purchase Tax Accrual
• How & where DynamicZip accrues tax: Payables Transaction Entry and Purchase Order Processing.
• To learn about which Posting Accounts are used for credits and debits, please see Charge Tax Expense.
• Need to change the posting account for multiple tax details? Please see the DZ Set Posting Accounts window.
• Need to modify tax schedules and details? Please see the DZ Modify Tax Schedules window & DZ Modify Tax Details window.
• If you are using Project Accounting, then please see:
  • POP Project Accounting FAQ
  • Project Accounting Tax Engine

Checklists