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

Updating / Changing Tax Rates

Tax Rates can be updated / changed for Parts and Service and Sales.

Parts and Service

1. Navigate  go to System Setup Tab and select Location

2. Search the desired Location

3. Double-click to access 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 it

 

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