This article will take you through on a Customer Order > Unit Deal if you need:
- Deal Unit Specific Tax Rates changing the applicable tax
- Deal Unit Tax Control Options
- Tax Based on Customer's Address (USA option only)
Deal Unit Specific Tax Rates
From time to time your Customer may purchase a Unit that needs a specific tax rate
Users have the ability to select a different applicable tax for each unit or trade in
In the Unit Deal section on your Customer Order, the user can now indicate if the Unit is Taxable and then select the applicable tax:
If the user does not change the details, it will automatically stay as the default - Taxable with the Applicable tax
Each new Unit Deal that is added to the Customer Order, will have this same feature
With Trade Ins, users will also have the ability to select if the Trade In is Taxable and select what the Applicable tax is:
Deal Unit Tax Control Option
Users also have the option of deciding if the Applicable tax on a Unit Deal will also be the Applicable tax on all of the Deal Unit options
For example - fees added to deal unit options currently control their own tax rates but if you enable this toggle these fees would also fall under the tax that is indicated on the Unit Deal
Tax Based on Customer's Address (USA option only)
For our Dealerships in the USA that need their taxes to be based on the Customer's Address, then this one is for you
Dealerships taxes are default to the location / address of the Dealership BUT in some of the USA, tax is actually based on the address of the Customer. As per our article on the Tax (see article here - USA - Taxation including Reporting / Setup / Changing Tax on Customer Orders)
If this is the case, then the user will have an option to move the toggle on A. Tax Based on the Customer Address
For this to work, the full address must be on the Customer Record - Blackpurl will use that address to calculate what taxes are payable
Once the toggle is enabled, the taxes are then calculated based on the Customer's address