How to Manage and Remove Taxes and Fees in DriveCentric
Managing taxes and fees in DriveCentric is a common task when working on deals, proposals, or quotes. This guide provides step-by-step instructions for removing or adjusting taxes and fees in various scenarios, ensuring accurate calculations and compliance with customer requirements.
General Steps to Remove Taxes
To remove taxes from a deal in DriveCentric, follow these steps:
Access the Manage Taxes and Fees Section: - Open the deal or proposal. - Navigate to the left-side menu and select "Manage Taxes and Fees."
Input Address Information: - Ensure the customer’s address, including ZIP code, is entered. This enables the system to determine the correct tax region and allows tax fields to be edited.
Set Tax Values to Zero: - Adjust the tax fields (e.g., state sales tax, local taxes) by setting them to 0. - Save the changes to update the deal totals.
Disable Additional Fees (if applicable): - Turn off toggles for regional or local fees to exclude them from the calculation.
Removing Taxes in Specific Scenarios
1. Out-of-State Deals
Open the quote and go to "Taxes and Fees" in the side panel.
Enter at least a city, state, and ZIP code in the address section.
Set all tax and fee amounts to 0.
For license fees, disable them under "Dealer Fees" if necessary.
2. Tax-Exempt Customers
Open the "Manage Taxes and Fees" screen for the deal.
Manually set the sales tax rate or amount to 0.
3. Lease and Finance Deals
For lease deals, use toggles like "Lease - No Sales Tax" to remove taxes.
For finance deals, ensure the customer’s address is entered, then set the tax fields to zero.
4. Cash Vehicle Deals
Enter the customer’s address in the "Manage Taxes" menu.
Open the tax settings and set the applicable tax rates to 0.
Troubleshooting Common Issues
1. Taxes Not Calculating Automatically
Ensure the "Zip Lookup" feature is enabled in your store’s settings under Desking. Setting this to "Never" prevents automatic tax calculation.
2. Unable to Remove Taxes
Verify that an address is entered in the "Manage Taxes" window. Without an address, tax fields cannot be edited.
3. Taxes Reappearing After Changes
Instead of deleting tax values, set them to 0. This preserves the "no tax" state, preventing taxes from auto-populating when adjusting trade, rate, or term.
Advanced Settings and Global Configurations
Default Tax Settings: - Admin-level users can set default tax values to zero globally. Note that changes apply only to new deals created after the update.
Market-Specific Toggles: - Use toggles like "Retail - No Sales Tax" in the "Desking" settings to remove taxes for specific markets.
Conclusion
By following these steps, you can effectively manage and remove taxes and fees in DriveCentric. Whether you’re working on a lease, finance, or out-of-state deal, the "Manage Taxes and Fees" section provides the tools needed to ensure accurate and compliant calculations.