DynamicZip
Product Description
DynamicZip sales tax management software creates and maintains your tax setup records for USA and Canadian sales and use taxes. DynamicZip also provides automatic entry of city and state based on the ZIP Code, automatic selection of the tax schedule ID based on the ship-to address, as well as a multitude of utilities to facilitate the management of sales and use taxes for Microsoft Dynamics® GP. DynamicZip also provides a variety of detail and summary tax reports extracted from the transaction history retained in Microsoft Dynamics GP Receivables, Payables, RM Invoicing, and Sales Order Processing modules.
DynamicZip is available in the following configurations
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DynamicZip ( ZIPsales Database not included) - Our full module that allows for the import of the ZIPsales Database from CCH and includes the functionality of our Purchase Tax Accrual & Reporting Module as well as the Advanced Tax Reporting that are also available for purchase separately. The KampData TaxEngine Lite is included with our full module at no additional cost.
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DynamicZip with the ZIP+4 Option (Requires the ZIPsales Database and ZIPsales ZIP+4) - Zip+4 is an add on module to DynamicZip that allows the user to positively identify the ship to county when a particular ZIP Code crosses county lines.
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Purchase Tax Accrual & Reporting - This module is for use/purchase tax but does not include the database import functionality feature of the full module.
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Advanced Tax Reporting - This module provides the powerful and flexible DynamicZip sales and purchase tax reports.
Target Customer Profile
Any business using Microsoft Dynamics GP that is burdened with sales tax setup, maintenance, and reporting difficulties.
Other Products Required to Implement DynamicZip
Besides Microsoft Dynamics GP, the ZIPsales™ Database is required as the source of sales and use tax setup data. DynamicZip Sales Tax Software imports the ZIPsales Database into Microsoft Dynamics® GP; this import process creates and/or updates the Microsoft Dynamics® GP tax details and schedules used by DynamicZip.
DynamicZip is an affordable solution to multi-state sales tax compliance and is written in Dexterity to provide seamless integration with Microsoft Dynamics® GP.
Microsoft Dynamics GP Tax Details & Tax Schedules
- DynamicZip utilizes the Microsoft Dynamics® GP tax details and tax schedules created by the import of the ZIPsales Database into Microsoft Dynamics GP.
- Tax calculations are performed by the nativeMicrosoft Dynamics® GP tax engine.
- Reports are generated from data contained in Microsoft Dynamics® GP - not an external program.
- Automatic creation and maintenance of Microsoft Dynamics® GP sales tax details and schedules.
- Handles overrides, splits, maximums, and other rate exceptions.
- Track state, county, city, and local taxes separately.
- Set sales tax posting accounts by Administrator or range of tax details.
- Item classes may be designated as taxable in some states and non-taxable in others.
- Use tax rates can be substituted for sales tax rates on a state-by-state basis.
- Default taxable and exempt schedules can be manually created and designated for automatic selection on a state-by-state basis. (This feature provides a simple way to accommodate states not imported from the ZIPsales™ Database.)
- Calculate and accrue use tax on purchases, even if not billed by the vendor.
- Taxes billed by the vendor will offset the use tax accrual.
- Enabled in Microsoft Dynamics GP Payables Transaction Entry, Receivings Transaction Entry and Purchasing Invoice Entry.
- Automatic assignment of tax schedules to existing customer base.
- Automatic selection of appropriate tax schedule for customers and orders based on the Geocode of the order's ship-to address.
- Geocode selection is simplified by the use of city, state, and ZIP Code.
- Enter addresses more quickly and accurately.
- Enter the ZIP Code and the Zip Addressing feature will fill in the city and state fields automatically.
- Multiple import sources supported for the creation and maintenance of the Zip Addressing table.
- The Zip Addressing feature is enabled in the following Microsoft Dynamics® GP windows:
- Customer Maintenance
- Customer Address Maintenance
- Invoice Ship To Address Entry
- Sales Ship To Address Entry
- Sales Prospect Maintenance
- Vendor Maintenance
- Vendor Address Maintenance
- Purchasing Ship To Address Entry
- IV Site Maintenance
- Reports are extracted from Microsoft Dynamics® GP transaction history.
- A single report can include transactions from multiple modules such as SOP and RM.
- Sales tax reports can be generated on the cash or accrual basis.
- Summary and detailed reports are available.
- Special tax reports (predefined for individual states in build 60 & later) included in DynamicZip Report Wizard to ease the completion of state sales tax returns.
- Range restrictions available include City, State, or County based on either the ship-to address or the tax schedule selection.
- Other range restrictions include Authority, Customer ID, Document Date, Document Number, Tax Detail ID, Tax Schedule ID, and many others.
Some items or services are taxable in certain states and exempt in others. How does DynamicZip handle this situation?
With DynamicZip, you have two options available to deal with this situation. The DynamicZip solution is our Tax by Item Category feature. The Microsoft Dynamics GP solution is Advanced Tax Calculation. You can mix and match these solutions as desired. In other words, you can use Tax by Item Category for some items and Advanced Tax Calculation for others.
This optional feature provides integration with the ZIP+4 file available from CCH. It provides positive, automatic identification of counties for all addresses that include the ZIP Code plus 4 extension. (This feature does NOT automatically calculate the correct ZIP+4 for your address record.)
This feature, if enabled, acts as an auto-correct function for city names based on the ZIP Code selected.
ZIPsales Database: An optional subscription to the current sales and use tax rates is available.