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 the section.

 
* [[dynamiczip:features:addressing:Country Default]] for USA 
* [[dynamiczip:features:addressing:Country Default]] for Canada 
* Create [[dynamiczip:glossary:zip_code_exempt_schedule|ZIP Code Exempt Schedules]]((This field removed in [[dynamiczip:install:mods:release:build74:build74|Build 74.0]]))
* Use [[dynamiczip:windows:DZ Naming Rules window|Naming Rules]] for New Cities & Counties((This field removed in [[dynamiczip:install:mods:release:build74:build74|Build 74.0]])) 
* [[dynamiczip:glossary:Tax Schedule Note Indexes Option|Get Detail and Schedule Note Indexes]]
* [[dynamiczip:glossary:taxable_states_group_id|Taxable States Group ID]]((This field added in [[dynamiczip:install:mods:release:build77:build77|Build 77.0]]))
* [[dynamiczip:install:mods:allow_use_of_zip_code_tax_schedules_for_single_rate_states|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 Limits¹⁾
• Assume Taxable ²⁾
• Restrict By Country
• Select Default
• Open Schedule Lookup
• Show Selection Message
• Update Blank & Zip ID's Only
• EXEMPT Always Valid
• Preserve Exempt ³⁾
• Exempt for nontaxable items

• 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 Lines⁴⁾

• DynamicZip Log File
• 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 Reportis used for this report.

DynamicZip Windows
DZ Setup
System Password Required