Access from DynamicZip Setup Navigation

Permission to access this window is contained in the Tax Setup Task.

This window allows you to specify company-wide settings and defaults for DynamicZip.

IMPORTANT: The Rate & Boundary database must be imported anytime changes are made in this section.

• Country Default for USA
• Country Default for Canada
• Create ZIP Code Exempt Schedules¹⁾
• Use Naming Rules for New Cities & Counties²⁾
• Get Detail and Schedule Note Indexes
• Taxable States Group ID³⁾
• Use Zip Schedules for single rate states

• ZipAddressing Select to enable this feature company-wide.
• USA Format
• Canada Format
• Restrict By Country
• Select Default
• Open Address Lookup
• Skip City & State
• Auto Correct City
• Uppercase Addresses
• Use USPS City Names

• Assign Tax Schedule Select to enable this feature company-wide. NOTE: Disabling this feature will also disable TBIC and Auto DZ Tax Recalculation.
• Assume In City Limits⁴⁾
• Assume Taxable ⁵⁾
• Restrict By Country
• Select Default
• Open Schedule Lookup
• Show Selection Message
• Update Blank & Zip ID's Only
• EXEMPT Always Valid
• Preserve Exempt ⁶⁾
• Exempt for nontaxable items
• Default Tax Status

• Base On Customer
• Sales (Set the Sales Tax Schedule ID to the document Tax Schedule ID.)
• Freight (Set the Freight Tax Schedule ID to the document Tax Schedule ID.)
• Miscellaneous (Set the Miscellaneous Tax Schedule ID to the document Tax Schedule ID.)

• Accrue Use Tax (Select to enable this feature.)
• Accrue in POP
• Charge Tax Expense
• Base on Vendor
  • Purchases (Set the Purchase Tax Schedule ID to the document Tax Schedule ID.)
  • Freight (Set the FreightTax Schedule ID to the document Tax Schedule ID.)
  • Miscellaneous (Set the Miscellaneous Tax Schedule ID to the document Tax Schedule ID.)

Please see Use Tax Accrual Setup and Use Tax Accrual Settings for more information.

• Auto DZ Tax Recalculation
• Tax By Item Category (TBIC)
• Use Advanced Tax Calculation
• Always Taxed Items
• Base Tx Freight On Lines⁷⁾

• DynamicZip Log File⁸⁾
• Require System Password for select DynamicZip windows

Click the print icon to generate a report of the settings made in this window. The DZ Report Temp Report is used for this report.

DynamicZip Windows
DZ Setup
System Password Required