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DealerTeam

Adding Taxes on a Deal

Goal 

Taxes can be applied using a tax zone, a percentage, or as a flat tax, depending on your organizational needs. The Deal tab offers a single input field Tax Zone for searching and applying tax zones.

After reading this article you will be able to

  • Navigate to the tax section of the deal
  • Add tax by Tax Zones
  • Add tax by Flat Rate
  • Add tax by Percentage
  • Add tax to Chassis
  • Add tax to Conversion
  • Add tax to Additional Equipment

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Salesforce Classic.

Step One: Navigate to the Deal

1. Click the All Tabs + icon

2. Click Deals

1.1 1.2.png

3. Click on the deal you wish to add Taxes to

 Note: The Deal tab   Deal Tab image  is selected by default 

 Step Two: Tax Zones

1. Type City, State, or County into the Tax Zone field

2. Click the Save tab save tab.png

2.1 2.2.png

 

Note:

The Tax, Type and Percentage will also be recorded on the Purchase tab   purchase tab image  , where it can be edited or deleted when necessary.

Step Three: Flat Rate or Percentage

1. Click the Purchase tabpurchase tab image 

2. Under the Taxes sections click  Add Tax

3.2.png

3. Select the desired Manual Tax Override

4. Click the Update button

5. Click the Save tab save tab.png

Flat Tax Override

  • The amount needs to be entered in the Flat Rate Amount field

If you choose the flat tax override you will need to fill in the Flat rate Amount in the field.

Percentage Override

The percentage need to be entered in the Percentage field

If choosing the percentage override you will need to fill in the percentage in the Percentage field.

Step Four: Tax on Chassis and Conversion

1. Click the Vehicle tab 2017-09-21_16-11-39.png

2. Click the Tax Chassis check box

3. Click the Tax Conversion check box

4.2 4.3.png

4. Click the Save tab save tab.png

Step Five: Choose Tax on Additional Equipment

1. Click the Equipment tab 2017-09-21_16-15-21.png 

2.  Select the Tax checkbox under the Selected Equipment section

5.2.png

3. Click the Save tab save tab.png