To access taxes and markups:

1. From the Setup shortcut bar, select Company Setup.

2. Select the Tax/Markups tab.
   

3. Tax Rates

   • The Default Tax Schedule field shows the name of the schedule currently set as the default.

   • Use the Tax Matrix Setup button to open the Tax Rate & Schedule window, where you can:

     • Configure the tax rates and tax schedules.

     • Select which schedule to use as a default Tax Schedule.

4. Markups

   • Enter:

     • Sublet %:  Enter the markup percentage for work you send to other shops.

     • Labor Guide %:  Enter the markup percentage for labor items from the ALLDATA^® Parts and Labor Guide.

   • Click Price Matrix Setup to open the Price Matrix Setup window, where you can configure the markup and profit margin rates.

5. Shop Supply Charges

   • See Creating a Shop Supply Fee.

6. Hazmat Charges

   • See Creating a Hazardous Materials Fee.

7. Profit Margins

   • Enter your shop’s Minimum Order Profit Margin percentage.

8. 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.