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On sales tax:

For all Inventory and non-inventory item type part numbers:

  1. Nothing should ever be coded as non-taxable 
  2. All items that do NOT stay with the car when given back to shop client are to be set as Taxable. EX: Abrasives, masking products, wash solvents, etc… 
  3. All items that stay on the car going back to shop client are to be set as Selectively Taxable. EX: Paint, primer, clips, fasteners, stripe tape, side moldings, etc…For misc item type.  Best  bet here is to use Taxable.  Over-rides may be required at point of sale if the misc item being sold is a product that stays on the vehicle.

For item types of Misc Credit, Non-sales Debit and Freight:  These are the only items in your data other then possibly a labor part number that should be set as Non-Taxable.

Remember the final piece of the tax puzzle has absolutely nothing to do with the tax group assigned to an item.

What a customer actually pays tax on is based on the customer record and the customer tax exemptions.

A typical customer will not be charged tax on any product deemed as selectively taxable.  To handle this that customer record will have one tax exemption in place as exempt from tax group of Selectively Taxable.

Completely tax exempt customers should have two exemptions in place.  Both tax groups of Selectively Taxable and Taxable need to be in place.

Your walk in accounts pay tax on everything therefore no tax exemptions should be in place on those customer records.

Get all this set up and you will no longer need us to add an enhancement to create a way to invoice a customer for only sales tax.

Proper item code tax group settings in combination with proper customer tax exemptions in place means no more manual overrides will be e required at the counter or fixes needed afterwards. 
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