Setting up Multiple Tax Rates
The default Tax Type for R.O. Writer is “DEFAULT”. You can configure multiple tax types to accommodate customers that receive different tax rates.
NOTE: The bottom options, Credit Card Fees and Supply Charges are the same for all Tax Types and do not need to be changed for each Tax Type.
To Create New Tax Type
Complete these steps:
- Click the Add button and type in a name in the Tax Type field.
- Complete the Taxes options for this tax type:
- Parts taxable by default and/or Labor taxable by default.
- Enter the tax rates for parts, labor, sublet, and supply charges.
- Select sales tax options for cores.
- Click the Save button to save. The new tax type appears in the Tax Type dropdown list.
- Select OK to exit the screen.
Prompt for Tax Type
Check the Prompt for Tax Type on Open New RO box to prompt the user to select the tax type every time a ticket is created.
The tax type selected here overrides the tax type for the customer but only for that ticket.
If not checked, R.O. Writer uses the tax type for the customer without prompting you.
To Edit or Delete Tax Types
To edit or delete tax types, select it in the Tax Type dropdown list and either
- Edit the information and click the Save button
- Click the Delete button if you wish to delete it