The article is to walk 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. 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
- From the Blackpurl Header > click
> select System setting
- From the System Settings Dashboard > select
- 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
to open up the section you need to review
Click on
to open up the section you need to review
- 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
- To create a new rate > click on
and then complete the New selling tax rate or New Purchase tax rate window.
New selling tax rate window will look like this:
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:
B. Category - Allocate the new Tax Rate a Category (accounting integration)
C. Type - There are three options:
- Fixed - the tax rate is a fixed or set rate. For example the tax rate is fixed at 10% across the board
- 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
- 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
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
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.
- 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
- To create a new Tax Code > click on
and then complete the New selling tax code or New Purchase tax code window.
For example - New selling tax code window looks like this:
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
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
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 
- To delete a Tax Code > click on
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
on the relevant Tax Code