Overview

This article explains how to view and change tax options on Customer Orders for US-based dealerships in Blackpurl. Tax options are available across three sections of a Customer Order: Unit Deals, Parts & Accessories, and Service Jobs.

For full taxation setup, reporting, and configuration details, see USA - Taxation including Reporting / Setup / Changing Tax on Customer Orders (no longer available).

Unit Deal Section

The Unit Deal section loads with the default tax setting each time you add a new unit. The default tax is based on your dealership's address as configured in Tax Activity and Settings. You can leave this as-is or override it to calculate taxes based on the customer's billing or shipping address.

Summary-Level Tax Options

Tax options set in the Unit Deal Summary section apply as the default for all units sold on that Unit Deal. The following options are available in the Summary section.

Shows a Unit Deal Summary section with a purple header displaying 'UNIT DEAL' with status badges 'Status: In Progress' a

1. Sales Taxes

Lists any sales tax attached to the whole Unit Deal. A single Unit Deal may include multiple units. To see a breakdown of the taxes, click the Sales Tax Details icon.

2. Calculate taxes based on

Billing Address — Enable this toggle to calculate tax based on the billing address on the Customer Record. The full billing address must be recorded on the Customer Record for the correct tax to apply. You can set billing address tax as the default — see item 37 under B. Settings > Automatic Tax Rate Controls in USA - Taxation including Reporting / Setup / Changing Tax on Customer Orders (no longer available).

If you enable this toggle for a customer in a state where the dealership does not collect and remit sales tax, you will receive the error: You don't collect/remit sales taxes for the state indicated on the customer address. The Unit Deal will then default to the dealership's standard tax.

Shipping Address — This option is only available when a shipping address has been added to the Customer Order or Customer Record. Enable this toggle to calculate tax based on the shipping address. The full shipping address must be recorded.

Unit-Level Tax Options

Each individual unit sold on a Unit Deal also has its own tax options. These settings let you override or refine tax calculation at the unit level.

Shows the same unit details section with tax calculation options. Red annotations show '3.' pointing to disabled address

3. Calculate taxes based on customer	*Billing Address* — Enable this toggle to calculate tax based on the billing address on the Customer Record. The full billing address must be recorded. You can set billing address tax as the default — see item 37 under B. Settings > Automatic Tax Rate Controls in USA - Taxation including Reporting / Setup / Changing Tax on Customer Orders (no longer available). If you enable this toggle for a customer in a state where the dealership does not collect and remit sales tax, you will receive the error: You don't collect/remit sales taxes for the state indicated on the customer address. The Unit Deal will then default to the dealership's standard tax. *Shipping Address* — This option is only available when a shipping address has been added to the Customer Order or Customer Record. Enable this toggle to calculate tax based on the shipping address. The full shipping address must be recorded. If you enable this toggle for a customer in a state where the dealership does not collect and remit sales tax, you will receive the error: You don't collect/remit sales taxes for the state indicated on the customer address. The Unit Deal will then default to the dealership's standard tax.
4. Special Tax	If a special tax needs to apply, ensure the taxable toggle is enabled and then select the relevant special tax.
5. Tax these options the same way	The dealership can choose to tax any unit options either the same way as the Unit Deal or leave them to be taxed locally based on the dealership's setup.

Common Tax Scenarios — Unit Deals

The following scenarios illustrate how to configure tax settings for common situations on a Unit Deal.

Scenario 1 — Customer buys from the dealership / dealership default tax applies / no special taxes / all options taxed at the default setting.

Similar view to previous image but with an expanded dropdown showing option types. The dropdown displays checkboxes for:

Scenario 2 — Customer buys from the dealership / default tax applies / a special tax is required / all options taxed at the dealership default.

Shows the tax calculation section with the Billing Address toggle enabled (green toggle switch). Red text annotation say

Scenario 3 — Customer buys from the dealership / default tax applies / a special tax is required / all options taxed the same way as the unit (not locally).

Shows the Billing Address toggle enabled and Shipping Address toggle disabled. Red text annotations indicate 'Enable the

Scenario 4 — Customer buys from the dealership / tax is based on the customer's billing address / no special taxes / options taxed at the local rate.

Shows a different scenario view at the bottom of a deal screen with a red-boxed error message at top: 'You don't collect

Scenario 5 — Customer buys from the dealership / tax is based on the customer's billing address / no special taxes / options taxed at the same rate as the unit.

Shows another scenario with Shipping Address toggle enabled (green) while Billing Address toggle is disabled. Red text a

Scenario 6 — Customer buys from the dealership / the customer lives in a state where the dealership does not collect and remit sales tax.

If you enable the billing address tax toggle in this situation, you will receive the error: You don't collect/remit sales taxes for the state indicated on the customer address. The Unit Deal will automatically revert to the dealership's default tax. For a list of states where the dealership collects and remits sales tax, see item 36 under B. Settings > Automatic Tax Rate Controls in USA - Taxation including Reporting / Setup / Changing Tax on Customer Orders (no longer available).

Scenario 7 — Customer buys from the dealership / tax is based on the shipping address / no special taxes / options taxed at the local rate.

Shows a Parts & Accessories screen with orange header displaying 'PARTS & ACCESSORIES' and 'Parts: All In-Stock' with to

Scenario 8 — Customer buys from the dealership / tax is based on the shipping address / no special taxes / options taxed at the same rate as the unit.

Shows the 'Override how taxes are calculated?' toggle enabled with green color. Below it shows an 'Applicable tax' dropd

If you have a scenario not covered above, contact Blackpurl Support for assistance.

Parts & Accessories Section

The Parts & Accessories section loads with the dealership's default taxes. The summary section provides additional tax options that let you override how taxes are calculated for parts and accessories on the Customer Order.

Shows the same override section but with an expanded dropdown displaying 'Complete Tax' as the selected option. Below sh

6. Calculate taxes based on customer	*Billing Address* — Enable this toggle to calculate tax based on the billing address on the Customer Record. The full billing address must be recorded for the correct tax to apply. If you enable this toggle for a customer in a state where the dealership does not collect and remit sales tax, you will receive the error: You don't collect/remit sales taxes for the state indicated on the customer address. The sale will automatically charge the dealership's default tax. For a list of states, see item 36 under B. Settings > Automatic Tax Rate Controls in USA - Taxation including Reporting / Setup / Changing Tax on Customer Orders (no longer available). *Shipping Address* — Enable this toggle to calculate tax based on the shipping address. The full shipping address must be recorded. If you enable this toggle for a customer in a state where the dealership does not collect and remit sales tax, you will receive the error: You don't collect/remit sales taxes for the state indicated on the customer address. The sale will automatically charge the dealership's default tax. For a list of states, see item 36 under B. Settings > Automatic Tax Rate Controls in USA - Taxation including Reporting / Setup / Changing Tax on Customer Orders (no longer available).
7. Override how taxes are calculated?	Enable this toggle to replace the default taxes with a special tax, then select the relevant tax from the dropdown. After selecting the tax, choose which Item Types the override should apply to.
8. Sales Tax Details	Lists any sales tax attached to the Parts & Accessories section. To see a breakdown of the taxes, click the Sales Tax Details icon.

Service Job Section

The Service Job section loads with the dealership's default taxes. The summary section provides additional tax options that let you override how taxes are calculated for the service job on the Customer Order.

9. Calculate taxes based on customer	*Billing Address* — Enable this toggle to calculate tax based on the billing address on the Customer Record. The full billing address must be recorded for the correct tax to apply. If you enable this toggle for a customer in a state where the dealership does not collect and remit sales tax, you will receive the error: You don't collect/remit sales taxes for the state indicated on the customer address. The sale will automatically charge the dealership's default tax. For a list of states, see item 36 under B. Settings > Automatic Tax Rate Controls in USA - Taxation including Reporting / Setup / Changing Tax on Customer Orders (no longer available). *Shipping Address* — Enable this toggle to calculate tax based on the shipping address. The full shipping address must be recorded. If you enable this toggle for a customer in a state where the dealership does not collect and remit sales tax, you will receive the error: You don't collect/remit sales taxes for the state indicated on the customer address. The sale will automatically charge the dealership's default tax. For a list of states, see item 36 under B. Settings > Automatic Tax Rate Controls in USA - Taxation including Reporting / Setup / Changing Tax on Customer Orders (no longer available).
10. Override how taxes are calculated?	Enable this toggle to replace the default taxes with a special tax, then select the relevant tax from the dropdown. After selecting the tax, choose which Item Types the override should apply to.
11. Sales Tax Details	Lists any sales tax attached to the whole Service Job. To see a breakdown of the taxes, click the Sales Tax Details icon.

Change Tax Options on Customer Orders (USA)