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California Vehicle Sales Tax

Details of CA Deal Transactions

The California Vehicle Sales Tax Report details all deal transactions within the selected time period.  

Frequency: Monthly or Quarterly

Who uses it? Accounting staff or Dealership managers who need to prepare tax filings, conduct audits, or verify state tax compliance.

Navigate to: Sales > Reports > Tax> California > California Vehicle Sales Tax

Choose Parameters

  • Select Date By: 
    • Sold: Date of the sale transaction
    • Closed: Date transaction was closed 
    • Posted: Date transaction posted to accounting  
  • Booked: Date they were booked (entered the system)
  • Date Type: Type of date range 
    Screenshot 2025-10-14 085334
  • Output to: 
    • View: The report results will be displayed on the screen  
    • Export: The report will be exported to a CSV file
    • PDF: The report will be exported to PDF 
  • Buttons: 
    • Set as Default: Saves the current settings as your default for future reports. 
    • Reset Defaults: Restores the original default settings. 
    • Run Report: Runs the report using the current parameters. 

Run Report

The report includes: 

  • Customer Name, City, County and Class (Retail, Fleet, Wholesale, etc) 
  • Deal information on: 
    • Deal #, Stock #, Book Date, Deal Type (Cash, Lease, Finance) 
    • Selling Price of vehicle 
    • Tax amounts applied to the deal 

 

NOTE: Within the VUE screen display, the Tax itemizations show only City Tax Amount and City Tax Rate.  Exporting the report into Excel will show additional columns for County Tax Amount, County Tax Rate, State Tax Amount, State Tax Rate and Total Taxes.