Configuration: Tax 2

The Tax 2 screen allows you to search for, edit and add tax 2 codes.

Tax 2 codes added to the system will appear as a valid tax 2 code option in the drop down list of Tax 2 fields throughout the system.

To open the Tax 2 screen, navigate to Configuration > CRM > Taxes Discounts > Tax 2.

Topics in this section are:

• Adding a Tax 2 Code

• Deactivating a Tax 2 Code

• Screen Description

Adding a Tax 2 Code

1. From anywhere in IntelliDealer screen, navigate to Configuration > CRM > Taxes Discounts > Tax 2.

   The Tax 2 screen appears.

   
   

2. Click the Need to create a new tax code? Click here to add link.

   The Tax 2 screen appears.

   
   
   

3. On the Tax 2 screen, enter a 1 digit alphanumeric tax Code, enter a Location, or click on the Search icon, the selected location appears in the Location field.

   The Location Selection screen appears.

   

4. On the Tax 2 screen, enter a brief description and the applicable Tax %, which must be 0 for alpha tax codes.

5. Enter a G/L Account number.
   - or -
   Click on the Search icon.

   The Account Lookup screen appears.

   

6. On the Account Lookup screen, fill out the appropriate fields and click the Go >> link.

   The Account Lookup screen refreshes, listing the generated search results

   

7. Click on an Account Number.

   The Tax 2 screen appears with the selected account number in the G/L Account field.

   

8. (OPTIONAL) If you are a Canadian dealership, (CA is entered in the Country Company Located In field of the COTAB1 table), select the Canadian Tax Type you want to associate to the selected tax code; either GST, PST, HST, or QST.
   
   This information will be recorded on credit card transactions for which the selected code applies and sent to the credit card company when the transactions are submitted using the Authorization Maintenance screen.

9. On the Tax 2 screen, select the Include Tax in Selling Price checkbox to include the tax 2 code amount within the sales price.

10. Select the Part Master Tax Code Overrides field if you wish to use the part tax 2 code in the Part Master (PARTMAST) instead of the customer tax 2 code.

11. On the Tax 2 screen, click the Save button to save the new tax 2 code and return to the Tax 2 screen.
    - or -
    Click the Save & New button to save the new tax 2 code.
    The Tax 2 screen refreshes, allowing another Tax 2 code to be added without closing the screen.

Deactivating a Tax 2 Code

1. From anywhere in IntelliDealer screen, navigate to Configuration > CRM > Taxes Discounts > Tax .

   The Tax 2 screen appears.

   

2. Fill in the required fields and click Go >> link.

   The Tax 2 screen, refreshes and lists the search results.

   

3. Click Code.

   The Tax 2 screen appears.

   

4. Select the Active for System checkbox, removing the checkmark.

   Clear the Active for System checkbox.

   

   
   

5. Click the Save button to deactivate the tax 2 code within the system.

Screen Description

The sorting options on theTax 2 screen are:

Sort by
Field	Description
Code	Sort the search results by tax 2 code.
Location	Sort the search results by branch location.
Description	Sort the search results by tax 2 code description.

The search fields on the Tax 2 screen are:

Field	Description
Select Code	Search for tax 2 code by entering a tax 2 code.
Select Location	Search for a tax 2 code by entering a branch location.
Select Description	Search for a tax 2 code by entering a tax 2 code description.
Include Inactive	If selected, includes inactive tax 2 codes within the search results.

The fields on the Tax 2 screen are:

Field	Description
Code	The Tax 2 code.
Location	The location where the tax 2 code is a valid tax 2 code.
Description	A brief description of the tax 2 code.

Data Source: PFWTAB

Security: 999 Configuration

Revision: 2025.07