This article will work you through how to setup / review / edit the taxes in Blackpurl


If you have any questions about setting up / editing your taxes, please get in contact with Blackpurl Support as this is one area of Blackpurl that you just don't want to get wrong


The user will need the relevant User Permissions to access the System Settings > Tax Management



Prerequisite


The User will need have the relevant User Permissions - Sales Taxes - create/modify to be able to access System Settings > Tax Management





Tax Management section

  1.  From the Blackpurl Header > click User-added image > select System setting
User-added image


  1. From the System Settings Dashboard > select User-added image


User-added image


  1. The Tax Management screen is made up of two sections:


  • Tax rates - (See Step 4. A below for full instructions)
Allows the user to setup / maintain the relevant Tax Rates applicable to your Dealership

Tax Rates can have up to 4 decimal places


  • Tax codes - (See Step 4. B below for full instructions)
Allows the user to combine Tax Rates into Tax Codes so you can use them in different scenarios


The process would be to create and/or maintain the Tax Rates first and then the dealership can create and/or maintain Tax Codes.  

Click on User-added imageto open up the section you need to review


User-added image


  1.  A        Tax Rates are split into two sections:


  • Tax rates for sales transactions 
These are tax rates that are only applicable for sale transactions ie Part Sales / Unit Deals etc 
  • Tax rates for purchase transactions
These are tax rates that are only applicable for purchase transactions ie Vendor Invoices etc


User-added image


To create a new rate > click on User-added image and then complete the New selling tax rate or New Purchase tax rate window


New selling tax rate window will look like this:

User-added image
A.   Tax Name - Type in the name of this new Tax Rate
B.   Category - Allocate the new Tax Rate a Category (accounting integration)
C.   Type - There are three options:
  1. Fixed - the tax rate is a fixed or set rate.  For example the tax rate is fixed at 10% across the board
  2. Escalating - the tax rate increases as the taxable amount increases.  For example the first $5000 the tax rate is 10% / for the next $5000 the tax rate is 12% etc
  3. Tiered - the tax rates would be setup based upon the total transactional amount.  For example - normal tax rate is 7% but will change to 7.5% once the order is over $3000.  

D.   Rate - Type in the percentage of the rate. This would depend on what Type you selected in C.
E.   Forms label - When this tax prints on a Customer Invoice etc, what do you want it to read?
F.    Minimum tax - This fields come into play if you select the Type: Escalating or Tiered in C.  This is if there is a Minimum tax 
G.   Maximum tax - This fields come into play if you select the Type: Escalating or Tiered in C. This is if there is a Maximum tax that can be charged 
H.   SAVE - Once you have completed the New Selling Tax Rate screen, don't forget to click on SAVE

To edit a Tax Rate that already exists > click on User-added image on the relevant line item and the system will open up the Tax Rate for you to make the amendments
To delete a Tax Rates > click on User-added image on the relevant line item and user will be asked to confirm the deletion


Once you have the relevant Tax Rates available for section, you can then create Tax Codes



  1. B    Tax Codes will allow you to join two or more taxes together etc.

For example you have a State Tax of 5% and a GST tax of 8%  You would set both of these Tax Rates and then use Tax Codes to join them together as to the total tax that is liable to be paid etc.


Tax Codes are split into two sections:

  • Tax codes for sales transactions 
These are tax codes that are only applicable for sale transactions ie Part Sales / Unit Deals etc 
  • Tax codes for purchase transactions
These are tax codes that are only applicable for purchase transactions ie Vendor Invoices etc
User-added image
To create a new Tax Code > click on User-added image and then complete the New selling tax code or New Purchase tax code window.
For example - New selling tax code window looks like this:

User-added image
A.   Tax code name - Type in the name of this new Tax Code
B.   Default / Active - indicate by moving the toggles if it will be the Default and if it is Active
C.   Forms label - When this tax code prints from or shows in Blackpurl , what do you want it to say?
D.   SAVE - Once you have completed the New Selling Tax Code screen, don't forget to click on SAVE

Once you have created the new Tax Code, now assign Tax Rates to it > click on User-added image
User-added image

Then from the Assign Tax rate window, tick the relevant checkboxes of the taxes that are applicable for this Tax Code and then click on User-added imageUser-added image

To delete a Tax Code > click on User-added image on the relevant line item and user will be asked to confirm the deletion

To review a Tax Code with a view to editing > click on User-added imageon the relevant Tax Code