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
Prior Release Details
Viewed 2181 times since Fri, Nov 20, 2015
SE Using Print Preview Export Option
Viewed 4294 times since Wed, May 23, 2012
Use Part To Handle Fee Or Tax SE
Viewed 2858 times since Wed, Jun 6, 2012
How to Refund in the Shop Management Software
Viewed 312 times since Tue, Dec 12, 2017
Manager Crashes when using drop down selection on Technician
Viewed 3538 times since Thu, Feb 21, 2013
Florida State Reqs: Estimates & Invoices
Viewed 3448 times since Tue, May 22, 2012
Record Lock
Viewed 2914 times since Fri, Jun 20, 2014
Spell Check In SE
Viewed 2314 times since Tue, Aug 14, 2012
How Do I Add/Edit Payment Types? SE
Viewed 12043 times since Wed, Jun 6, 2012
When running a report: String or Binary data would be truncated. The statement has been terminated.
Viewed 3425 times since Thu, Jul 10, 2014