Skip to main content
DealerTeam

Adding Taxes on a Deal

In our product, we have two places you can add tax to a deal, in the Deal tab or Purchase tab. You can add a flat tax if needed or have the option to tax equipment depending on your organizational needs. 

Start by adding the tax on the deal.

Best practice is to go to the Tax Zone field in the deal, start typing the City, State, or County of where you want the deal to be taxed. This search will open a window with your results, click on the correct City and county to calculate this tax in the deal.

Best practice is to go to the Tax Zone field in the deal, start typing the City, State, or County of where you want the deal to be taxed.

 

Doing this will populate the correct tax in the Purchase Tab of the deal. 

tax in the purchase tab of the deal. 

 

The other way to add the tax in a deal is on the 2017-09-21_16-11-16.png Tab From here you have a choice of a flat tax override or a percentage tax override. a way to add the tax in a deal is on the Purchase tab. From here you have a choice of a flat tax override or a percentage tax override.

 

If you choose the flat tax override you will need to fill in the Flat Rate Amount in the field.

If you choose the flat tax override you will need to fill in the Flat rate Amount in the field.

 

If choosing the percentage override you will need to fill in the percentage in the Percentage field.

If choosing the percentage override you will need to fill in the percentage in the Percentage field.

 

This is how you can choose tax on Chassis, Conversion or Added equipment. 

From the2017-09-21_16-11-39.png Tab in the deal, there are check boxes for taxing or not taxing the Chassis and or the Conversion. Check or uncheck the appropriate box to calculate the tax on that item.

From the inventory screen in the deal, there are check boxes for taxing or not taxing the Chassis and or the Conversion.

 

From the 2017-09-21_16-15-21.png Tab, when you add equipment to a deal there are tax check boxes next to the equipment added. Check or uncheck the boxes to calculate the correct tax for the equipment added.

Check or uncheck the boxes to calculate the correct tax for the equipment added.