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Trade Tax Credit Rules (TCr)

Note: The default Tax Credit setting is based on your state's specific Tax Rules. Changing this could result in calculation discrepancies.

Navigate to Sales > F&I > Deals 

  1. Sort/ Search for the Deal number.
  2. Click on the row to open the Deal.
  3. Click on the Trade Allowance hyperlink to open the Trades window.
  4. In the Credit column, select a Credit Rule as follows:

    1. Yes = Taxed on difference only 

    2. No = No Tax Credit on Trade

    3. Equity = Credit only on Equity of Trade

  5. Click [OK] to accept the change.
  6. Click the [Save] button in the Action Ribbon.