How Tax Schedule settings are applied

When you create a company database in MANAGESM your shop's default tax rates are set. To configure multiple or compound Tax Rates, refer to the Tax and markups procedure.

Each schedule has a matrix for parts and labor tax rates. On the Tax Rates Setup page configure up to 10 tax rate matrixes and assign at least one tax rate matrix to each tax schedule. Assign a default tax schedule for the company database.

When you create or edit a customer in MANAGESM , assign a Tax Schedule.

When you add a vehicle to a customer, select a Tax Schedule to assign to the vehicle.

$images\CHICKLET.gif$ See an example of customer tax schedule settings.

$images\CHICKLET.gif$ See an example of vehicle tax schedule settings.