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Editing Tax Information for Documents

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Use the Edit Sales Tax List button on the Sales Tax & Document Lists menu to open the Edit Documents screen to edit tax information for documents.

Step 1. From the Dealership Accounting main menu, select Schedules & Documents. The Schedules & Documents menu will open. 

Step 2. Select Sales Tax & Document Lists

Step 3. From the Sales Tax & Document Lists menu, click Edit Sales Tax List.

Edit_Sales_Tax_List.JPG

Step 4. Type the Journal Number and the Document Number for the record you wish to edit, or select the document from the list on the right side of the screen.The

Step 5. The Journal No. and Document identify the journal number and document number used to post the tax.

Step 6. The Date field displays the posting date.

Step 7. The Taxable field indicates the tax that was applied to the transaction. Change the tax as needed.

  • Y: Both Sales Tax 1 and Sales Tax 2 were applied. If this is a wholesale customer, the sales tax defaults to the tax rate entered in the customer’s wholesale file. Otherwise, the tax rate defaults to Tax Rate A entered in the Parts Inventory Operating Defaults in the System Setup for the inventory source.
  • A, B, or C: The corresponding sales tax entered under Sales Tax Rate 1 in the Parts Inventory Operating Defaults in the System Setup for the inventory source was applied. It will also apply the tax rate entered under Sales Tax Rate 2 in the Operating Defaults in the System Setup for the inventory source.
  • 1: The sales tax entered as Tax Rate A in the Parts Inventory Operating Defaults in the System Setup for the inventory source was applied.
  • 2: The sales tax entered under Sales Tax Rate 2 in the Parts Inventory Operating Defaults in the System Setup for the inventory source was applied.
  • N: No sales tax was applied.

Step 8. The Tax Code field displays the tax-exempt code entered for the transaction. Edit the code as needed.

Step 9. The Rate is the tax rate. Edit the rate as needed.

Step 10. The Cash, Charge, Tax, and Taxable fields display the cash amount, charge amount, sales tax amount, and taxable amount. Edit the amounts as needed.

Step 11. Click Save to save the changes.

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