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
Inventory Worksheets + Update Function
Viewed 5242 times since Wed, Jun 6, 2012
Shop Management SE Mail Merge
Viewed 11288 times since Tue, Jul 2, 2013
User Guide / Directions / Manual
Viewed 17073 times since Thu, Oct 4, 2012
Late Fee Calculation - Annual Percentage Rate (APR)
Viewed 2174 times since Fri, Sep 2, 2016
Export Data from Manager SE Followup Reports to .CSV format
Viewed 4091 times since Tue, Jul 17, 2012
Record Lock
Viewed 3297 times since Fri, Jun 20, 2014
Shop Management Software and Carfax
Viewed 9234 times since Wed, Mar 13, 2013
Odometer In value is required by the system manager. Please enter a value greater than or equal to the Previous Odometer
Viewed 7082 times since Thu, Jul 26, 2012
Exception When Trying to Confirm Parts Using Order Options
Viewed 2210 times since Thu, Apr 23, 2015
Manager SE 6.x Export Data (MM) Updated to replace Excel
Viewed 17332 times since Wed, Jun 13, 2012