Taxes are preset in the program, but you may need to adjust the default taxes for out-of-state or wholesale deals. You can adjust taxes for a single deal or edit taxes for all deals.
Adjust Taxes for Single Deal
- Open the Deal Desking module.
- Locate your deal in the list and double-click over the row to open the deal window.
- Click the Edit button in the lower right of the window to edit the deal.
- Click the taxes tab.
- Titling Rate 1 is the tax rate for the unit being sold. Adjust the state, county, and city to match the customer’s address.
- The local taxing authority is the dealership’s local tax rate. This is used if warranty products will be taxed at a different rate than the unit.
- Click the Save button at the bottom of the window.
Adjust Taxes for Deal Preset
Changing taxes in a deal preset will update all future deals that are created using that preset. The change can't affect older deals, only new deals created after the change is made.
- Open the Deal Desking module.
- Select the quick link option to Start Quote or Start Deal. This will open the start deal window.
- Choose the Edit Preset button at the bottom of the window.
- Click the lock icon in the lower left to unlock the preset.
- Click the taxes tab.
- We recommend to set Titling Rate 1 with the dealership's city, county and state.
- Set your Local Taxing Authority rate to match the tax rates at the dealership's address.
- Click the Save button at the bottom of the window.