Configuration: Location Tax/Tax Code
The Location Tax/ Tax Code screens allows you to add a default tax and edit a default tax by location that will be used for a specific location for all customers (Configuration - CRM) or a specific location for an individual customer (Customer Profile).
To open the Location Tax/Tax Code screens, click the Need to create a new location tax code? Click here to add link on the Location Tax tab, or move the cursor over a Location and select Edit from the pop-up menu.
Since all customers are taxed based on where they buy a product/service, the location tax should always be the starting point when assigning the correct tax code. In most states/provinces there could be a different tax code assigned if the product/service is shipped to another location. This can be handled through ship to tax code defaults.
The fields appear on the Location Tax/Tax Codescreens:
| Field | Description |
|---|---|
| Location | The location where the location tax will apply. |
| Tax 1 (non labor) | The Tax 1 code used for non labor transactions for the selected location. |
| Tax 2 (non labor) | The Tax 2 code used for non labor transactions for the selected location. |
| Tax 3 (non labor) | The Tax 3 code used for non labor transactions for the selected location. |
| Tax 4 (non labor) | The Tax 4 code used for non labor transactions for the selected location. |
| Tax 1 (labor) | The Tax 1 code used for labor transactions for the selected location. |
| Tax 2 (labor) | The Tax 2 code used for labor transactions for the selected location. |
| Tax 3 (labor) | The Tax 3 code used for labor transactions for the selected location. |
| Tax 4 (labor) | The Tax 4 code used for labor transactions for the selected location. |
Taxes 1 and 2 contain the standard codes:
-
X—tax is never applied
-
Y—tax is applied by specification of the invoice
-
blank—tax is applied as per the parts or rental record
If you are using location tax, then there is no longer a need to load default tax codes on the Customer Profile screen. Once set up, the location tax is valid in both IntelliDealer and in the Legacy system - although you must use IntelliDealer to set up/maintain location tax codes.
Use these buttons to complete your work on the Location Tax/Tax Code screens:
| Button | Function |
|---|---|
| Save | Saves changes made to the Location Tax/Tax Code screens and updates theLocation Tax tab. |
| Close | Closes the Location/Tax Code screens without saving and returns to the Location Taxtab. |
| Delete | This button appears only by accessing the Edit Location Taxscreen. |