Tax/Markups Tab (Price Matrix Setup)
To access taxes and markups:
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From the Setup shortcut bar, select Company Setup.
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Select the Tax/Markups tab.
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Tax Rates
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The Default Tax Schedule field shows the name of the schedule currently set as the default.
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Use the Tax Matrix Setup button to open the Tax Rate & Schedule window, where you can:
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Configure the tax rates and tax schedules.
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Select which schedule to use as a default Tax Schedule.
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Markups
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Enter:
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Sublet %: Enter the markup percentage for work you send to other shops.
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Labor Guide %: Enter the markup percentage for labor items from the ALLDATA® Parts and Labor Guide.
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Click Price Matrix Setup to open the Price Matrix Setup window, where you can configure the markup and profit margin rates.
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Shop Supply Charges
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Hazmat Charges
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Profit Margins
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Enter your shop’s Minimum Order Profit Margin percentage.
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Click Submit.
Note: If you edit tax or markup information that appears on any estimates or repair orders, the tax and markup information on the estimate or repair order is updated.
- Editing tax or markup information does NOT affect cashiered orders, posted invoices or service history.