1. EverLogic Knowledge Base
  2. System / Installation / Setup

Updating / Changing Tax Rates

Tax Rates can be updated / changed for Parts and Service and Sales both procedures are outlined below.

 

Parts and Service

1. Navigate  go to System Setup Tab and select Location

2. Search the desired Location

3. Double-click the desired Location

4. Access the Sales Tax Information Tab 

5. Update / Change the tax amounts

6. Save

 

Sales

1. Navigate to Sales Operations Tab and select New Quote

2. Access the Taxes Tab

3. Update / Change the tax amounts

4. Click Deal Tools and select Save Defaults

5. Close the Quote Form WITHOUT saving Quote Form

REMINDER:  DO NOT SAVE the Quote Form, click "No".

 

 

 

Related Articles: 

Create a New Quote / Deal

Deal Defaults

Setup Deal Defaults By Location or Dealership

Inventory Tax Rate / Amount

County Information for Sales Tax By Department Report

Sales Tax Look-Up

Updating / Changing Tax Rates