Home » Categories » 01. Shop ManagementSE v 6.x and 7.x

Handling Changes to MI Part Core Tax on Manager SE Estimate/R.O./Invoice

Summary: In Michigan parts are taxable, however a change  in 2017 Michigan law mandates taxes  no longer be collected on cores. However the core activity must still be recorded on the final invoice as TWO LINES, <core> AND <core return> and cannot be included in actual part cost itself.

This document is intended to assist in preparing invoices in Manager SE that comply with this tax change.

Part 1: How catalog part Transfer function adds <core> line [below]

Part 2: Handling taxable (retail) customers

Part 3: Handling non-taxable (resale or other tax exemption) customers

 

PART 1)

How catalog part Transfer function adds <core> line

A) During catalog transfer, Manager SE first asks the user to confirm if a core is to be included with the part; when the user answers ‘Yes’, the core value appears on the order as a separate line item (below).

 

 This is what Manager SE will provide from a catalog transfer: 1) part + 2) core:

However, this is what the final Michigan invoice will be expected to include: 1)part + 2) core + 3) core return:

B) At this time, Manager SE also reads the customer tax setting as it is adding these lines to the repair order.

 

PART 2)

Catalog Part for Taxable Customer / Vehicle = CORE IS TAXED. How to turn off tax:

1. Double-click on the <CORE> line to open ‘Part Item Edit’ window.

2. In the ‘Part Item Edit’ window, click the Tax button.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3. Change bullet selector to Non-Taxable and click OK.

 

 

 

 

 

 

 

 

 

 

PART 3)

Catalog Part for Non-taxable Customer / Vehicle = CORE IS NOT TAXED. Follow Process:

1. Click ‘OK’ as shown below; this opens ‘Part Item-EDIT’ window with confirmation box.

2. In confirmation box, click OK to permit accounting change. (Account entry is changed for you)

 

3. The end result is <core> $ recorded under Parts Revenue (non-tax). Click on Done.

 

 

 

 

 

 

The resulting Manager SE invoice with Part and required Core lines:

0 (0)
Article Rating (No Votes)
Rate this article
  • Icon PDFExport to PDF
  • Icon MS-WordExport to MS Word
Attachments (1) Attachments
Comments Comments
Related Articles RSS Feed
Shop Management: Special Order
Viewed 295 times since Tue, Feb 6, 2018
How to Remove License Plate SE
Viewed 4369 times since Wed, Jun 6, 2012
SE DEFAULT PRINTER NOT STICKING IN WINDOWS 10
Viewed 1602 times since Thu, Dec 29, 2016
Add a New Service Writer in version SE 6.x
Viewed 30587 times since Tue, May 22, 2012
SE Using Custom Data Export Option
Viewed 2882 times since Wed, May 23, 2012
How To Launch SE Demo Mode
Viewed 3515 times since Wed, May 22, 2013
Record Lock
Viewed 3191 times since Fri, Jun 20, 2014
Error Attempting to Add a New Technician
Viewed 2082 times since Fri, Feb 6, 2015
Clearing A Late Fee With F5 Batch
Viewed 4177 times since Wed, Jun 6, 2012
Late Fee Calculation - Annual Percentage Rate (APR)
Viewed 1976 times since Fri, Sep 2, 2016