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New Installation Instructions

NOTE: For specific help with any DynamicZip™ window or field, please use the built in DynamicZip Help by pressing F1 or clicking on the “?” button.

1. Install DynamicZip.
2. Open the DynamicZip Setup window to specify the DynamicZip Log File and to configure the general DynamicZip settings.
3. Open the DZ State Setup window , and Import States.
4. Using the DZ State Setup window, make any 'personalized' changes for your company's needs.
   • Configure settings like the Track Tax Free Jurisdictions and State Default Posting Account.
   • Check the State Setup section on our Frequently Asked Questions page for specific examples on handling common situations, including but not limited to, Setting up Nontaxable States FAQ and Taxing Sales at Use Tax Rates FAQ.
   • NOTE: If you have already imported the ZIPsales Database, then certain changes made in the DZ State Setup window will require you to reimport the database to bring those settings into effect. The import should only need to be run for the states whose settings were modified, so you may want to restrict the import process to a single state, or a group of states .
5. Complete the ZIPsales Import to create the Tax Schedules and Tax Details, as well as update your customer records with standardized addresses and DynamicZip™ tax schedule IDs .
6. NOTE: This will also populate the DZ ZIP Address table for the ZIP Addressing feature.
7. Assign your desired general ledger posting accounts to the tax details. This step may not be required if you assigned each state a Default Posting Account in step 4 prior to Importing the ZIPsales Database.
8. IMPORTANT: There are two DynamicZip™ windows that give users the ability to mass modify Tax Details and Schedules. They are DZ Modify Tax Details window and DZ Modify Tax Schedules window. Consider setting system security to restrict access to these windows.
9. Review the Frequently Asked Questions page for help with setting up customer exemptions, configuring Tax by Item Category, and other general inquiries.

Upgrade Instructions Installation & Setup Checklists Frequently Asked Questions