This is step 4 of the sales process. This is where you get to set the state, county, and city taxes for the unit. The page is divided into two main parts. The top is for taxes and tax categories and the bottom is for special line items, taxes, fees, etc.

The top part of the taxes section will show unit values including saleprice, trade allowances, taxable amounts, and customer info. This info is needed to help make decisions about taxes and what to collect.

1. Tax Category - Choose a tax category from the list provided. By default, the category will be set to taxable and the taxable amount (saleprice - trade-in allowance) will be used. If any of the information above this field is wrong, use the legend or checklist to go back to the correct page(s). By default the recalc taxes checkbox is checked. If it is left blank, the taxes will be taken at face value from the form below. If clicked, the values below will be over written by the application.

2. State Tax - Enter the amount of state tax to collect. Use numbers and decimals.

3. County Tax - Enter the amount of county tax to collect.

4. City Tax - Enter the amount of city tax to collect.

5. Out of Area Tax - This is a special field that is used by finance managers to record taxes paid but not collected. This only deals with financed deals that are out of the local taxing area. These values will not show up on the sales tax report.

6. Other Taxes - It is possible that you may have other special taxes that are assigned to your location. Each location has a max of 5 other taxes that may be applied. This is controlled from behind the scenes from the add/edit location section.

The Special Fees & Other Invoice Line Items section is for other items applied to the unit sales invoice. This could be things such as special flat rate taxes, registration fees, or other specific fees. There are 5 possible options. If the amount field is greater than 0.00, the description field is required for that entry. The description field has a max of 255 and min of 2 chars, if applicable. All of these items will be defaulted to part number "Fee" in the sales invoice unless preset from the add/edit location page. The other option is part number "Collected" which means a fee or tax that was collected on behalf of another entity. These values may be controlled from behind the scenes in the add/edit location section of the application. If you have questions, please ask your manager what should go here. None of the special line items are required by default. Each location, however, may require certain items to help standardize the sales process.

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