Vehicle Sales Tax Adjustment Window

Use the Vehicle Sales Tax Adjustment window to change the amount of sales tax issued on a vehicle.

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Detailed Description

The common area at the top of this window displays basic information about the active transaction. Likewise, the buttons on the bottom are for the window as a whole, regardless of which tab is showing.

Vehicle Sales Tax Adjustment window, common area element descriptions

Window element	Usage
VIN	Displays the vehicle identification number of the active vehicle. Click to open the Vehicle Maintenance window and view or edit vehicle details.
	Click to refresh the window.
Vehicle	Displays the year, make, and model of the active vehicle.
Vehicle Type	Displays the kind of vehicle, such as Passenger, Rugged Terrain, Van, and so on.
Location	Select the location through which you want to process the transaction. The locations that you can select are limited based on your user login.
Set	To save the transaction in an existing set containing other transactions, select the set number. Otherwise, select New Set.
Validate	Click to check the transaction information for errors and discretionary edits. If any are found, the Error Worksheet window appears. Otherwise, a message appears notifying you that the transaction validated successfully.
Pay Now/Commit	If a payment is due click the Pay Now button to process payment for the transaction immediately on the Payment Manager - Statement window in the Cash Drawer and Finance online help. If there are no charges the Commit button appears. Click it to complete the transaction.
Pay Later	Click to save the transaction and process payment later. You can recall saved transactions using the Payment Manager - Transactions window in the Cash Drawer and Finance online help.
Close	Click to close the window.

Sales Tax Tab

Use this tab to adjust sales tax information for the vehicle.

Vehicle Sales Tax Adjustment window, Sales Tax tab element descriptions

Window element	Usage
Sales Tax Adjustment Details - Buyer Information	Name—Displays the name of the corresponding customer. Address Line 1—Displays the first line of the customer's address. Address Line 2 —Displays the second line of the customer's address. City—Displays the city of the customer's address. State—Displays the state of the customer's address. Zip Code—Displays the zip code of the customer's address. Country—Displays the country of the customer's address. State Sales Tax Rate—Displays the legally imposed tax rate amount for the state. County Sales Tax Rate—Displays the legally imposed tax rate amount for the corresponding county. City Sales Tax Rate—Displays the legally imposed tax rate amount for the corresponding city. Special Tax District Rate—Displays the legally imposed tax rate amount for the corresponding district.
Sales Tax Adjustment Details - Seller Information	Addresses—Displays the various addresses within the system for the seller such as the dealer address or mailing address. Address Type—Select the address type for the seller; such as residency, mailing or alternate dealer address. Name—Displays the name of the corresponding customer. Address Line 1—Displays the first line of the customer's address. Address Line 2 —Displays the second line of the customer's address. City—Displays the city of the customer's address. State—Displays the state of the customer's address. Zip Code—Displays the zip code of the customer's address. Country—Displays the country of the customer's address. State Sales Tax Rate—Displays the legally imposed tax rate amount for the state. County Sales Tax Rate—Displays the legally imposed tax rate amount for the corresponding county. City Sales Tax Rate—Displays the legally imposed tax rate amount for the corresponding city. Special Tax District Rate—Displays the legally imposed tax rate amount for the corresponding district.
Sales Tax Adjustment Details - Other	Gross Purchase Price—Displays the full purchase price for the vehicle. Trade-In Amount—Displays the trade-in price for the old vehicle, if applicable. Net Purchase Price—The system displays the gross purchase price minus the trade in amount, when applicable. Sales Tax Paid—Enter the amount of sales tax that was paid on the vehicle. Exemption—Click if there are concessions on the vehicle. Exception—Click if there are any exclusions on this vehicle. Data Requirement(s) for Exemption—Enter any data information requirements on the vehicle for the exemption.
Purchased Date	Displays the purchased date for the vehicle.
Sales Tax Paid	Displays the amount of sales tax paid for original transaction.
Sales Tax Due	Displays the amount of sales tax due for original transaction.
Adjusted Amount	Displays the total dollar amount for the sales tax adjustment.
Sales Tax Adjustment Reason	Select the reason from the list for making this sales tax adjustment.
Tax Jurisdiction Code	Displays the system generated tax code for the jurisdiction.
Residential Sales Tax	Displays the total amount of sales tax for the transaction. The tax amount may update when you change the relevant information on the window.

Documents Tab

Use this tab to review the documents required for the transaction or to add a document presented by the customer to support the transaction.

Vehicle Sales Tax Adjustment window, Documents tab element descriptions

Window element	Usage
Required	Displays a check mark if the corresponding document is mandatory for completing the transaction.
Received	Select to indicate the customer presented the corresponding document to support the transaction.
Document Description	Displays an explanation of any documents required for the transaction, such as Bill of Sale, Damage Disclosure Statement, or Ownership Document. If you add a new document, select the appropriate description.
Document Reference #	Enter the reference number for the supporting document.
Comment	Enter a remark about the document. For example, you might use this field to indicate the required document was received and on file.
Scanned	Select to indicate that the document has been scanned.
Scan Later	Select to indicate that the document will be scanned later.
Remove	Click to remove the selected document from this transaction.
Scan	Click to scan a document for this transaction.
Scan All Later	Click to indicate the documents for this transaction will be scanned at a later time. The system places a check mark in the Scan Later box for the documents that have been marked as received. When the transaction is finalized, the system generates an image cover sheet which contains a bar code related to this transaction. You can use this image cover sheet to collect and organize the documents that are designated to be scanned at a later time.
Add	Click to insert a line to add a supporting document.

Mailing Tab

Use this tab to review the mailing addresses of each customer associated with the vehicle and to specify mailing instructions.

Vehicle Sales Tax Adjustment window, Mailing tab element descriptions

Window element	Usage
Customer Identification No	Displays the primary identification number for each customer and security interest holder that is associated with the vehicle.
Customer Identification Type	Displays the identification type that corresponds to the customer identification number, such as Drivers License.
Legal Name	Displays the name of each customer and security interest holder that is associated with the vehicle.
Residency Address	Displays the primary address for each customer and security interest holder that is associated with the vehicle.
Date of Birth	Displays the date of birth of the listed customer.
Vestment Type Val	Displays the relationship of each customer and security interest holder with the vehicle.
Priority	Displays the priority of each customer and security interest holder in relation to the other customers who have the same association with the vehicle.
Vehicle Ownership Control Type Value	If there is more than one customer, displays whether the relationship to the vehicle is and or or. If it is and, then each customer must be involved in transactions regarding the vehicle. If it is or, then one customer or the other can be involved in transactions regarding the vehicle.
Mailing Instructions	Mail To—Displays the primary customer who receives mail correspondence per this registration. Deliver To—Displays the name of the customer to whom the item will be delivered unless Other has been selected in the Mail To field. In that case, enter the name of a different recipient in the Deliver To field and enter that person's address in the address fields. Address Type—Displays the type of address at which the customer receives mail, Mailing or Residency. Address Line 1—Displays the address that corresponds to the selected customer and address type. Address Line 2—Displays the address that corresponds to the selected customer and address type. City—Displays the city that corresponds to the selected customer and address type. State—Displays the state that corresponds to the selected customer and address type. Zip Code—Displays zip code that corresponds to the selected customer and address type. Country—Displays the country that corresponds to the selected customer and address type.