The Vehicle Sales Tax report provides detailed information about tax calculations for both new and used vehicles.
Frequency: Monthly or Quarterly
Who uses it? Accounting staff or Dealership managers who need to prepare tax filings, conduct audits, or verify that the correct tax amounts were applied per jurisdiction.
Deal # (as a hyperlink to the desk)
Stock # (as a hyperlink to the sold vehicle record)
Deal Date
Customer Class (Retail, Fleet, Wholesale)
Deal Type (Finance, Lease, Cash)
Deal information on:
Sale Price
Doc Fee amount
Product Sales Amount
Trade Allowance
Total Taxes in the deal
Navigate to: Sales>Reports>Tax> Vehicle Sales Tax
Below are snapshots and descriptions of the available Report Types found in the Parameters section.
Each Report Type offers a different layout and level of detail. After setting the Report Parameters, click [Run Report].
Summary
Summarized financial details for vehicle deals. Track and review sales tax amounts collected on vehicle sales and a breakdown of key deal information, such as:
- Prospect/Customer class (Wholesale or Retail)
- Deal type (Cash or Finance)
- Sale price
- Doc fees
- Product sales
- Trade allowances
- Total taxes
Deal # hyperlink - displays the Deal from the Summary and Deal report types.
Stock # hyperlink - displays the Vehicle record from the Summary and Deal report types.
Detail
This report provides a detailed breakdown of Sales Tax data for vehicle deals, grouped by City. It is designed to help understand how much tax is being charged and reported by location, based on booked deals during a specified date range.
Deal # hyperlink - displays the Deal from the Summary and Deal report types.
Stock # hyperlink - displays the Vehicle record from the Summary and Deal report types.
Export
An Export breakdown of each deal included in the Sales Tax Report. This visibility into the customer details, deal structure, and how taxes are calculated based on geographic location.
