Profiles

Labor/Tax Rates Tab

Use the Labor/Tax Rates Profile tab to set labor and tax rates used when calculating estimates.

Note about Canadian tax fields: The GST Tax or HST Tax and the Include Method fields are located in the lower-right section of the Labor/Tax Rates tab.

Use Tiered Tax to set different tax rates for different dollar amounts. You can also set a cap (threshold), above which no tax is charged. The following examples show tiered tax settings.

Reference

Example 1

6%

Up to $5,000 for parts and labor.

5%

Over $5,000 for parts and labor.

Example 2

2%

Up to $500 for parts and labor.

No tax

Over $500 for parts and labor.

Example 3

5%

Up to $1,000 for parts.

7%

Over $1,000 for parts.

No tax

Over $5,000 for parts.

Profile Description

The description of the current profile.

Labor Rates

Body

The dollar amount per hour charged for body work.

Refinish

The dollar amount per hour charged for refinish work.

Glass

The dollar amount per hour charged for glass work.

Mechanical

The dollar amount per hour charged for mechanical repairs.

Frame

The dollar amount per hour charged for frame repairs.

Bdy-S

The dollar amount per hour charged for structural body repairs.
Carbon Fiber The dollar amount per hour charged for carbon fiber repairs.
Aluminum The dollar amount per hour charged for aluminum repairs.
User Defined 1 The dollar amount per hour charged for this user-defined type of repair.
User Defined 2 The dollar amount per hour charged for this user-defined type of repair.

Tax Rates

Part Tax

The tax percentage rate for parts if tiered tax is not used.

Labor Tax

The tax percentage rate for labor if tiered tax is not used.

Use Tiered Tax

If your area uses a tiered tax system, select this check box to enable the fields for the tiered tax rates and thresholds.

Apply to

Tiered tax rates can be applied to either parts or labor (the other is zero). If the tax applies to both parts and labor, the rates are the same.

Rate 1

The rate to be used on the first level for tiered tax rates.

Threshold 1

The cutoff point for the first level for tiered tax rates.

Rate 2

The rate to be used on the second level for tiered tax rates.

Threshold 2

The cutoff point for the second level for tiered tax rates. Tax is not calculated on dollar values greater than the amount entered here. Enter all nines (99999.99) to avoid a cutoff point.

Canadian Tax Rates

GST Tax or HST Tax

The Canadian "Goods and Services Tax" or "Harmonized Sales Tax" rate based on your preference settings. The total appears on estimate reports under Gross Total as "Total GST" or "Total HST."

Include Method

When this check box is selected, the selected tax rate (GST or HST) is included in the part price/labor totals when sales tax is applied. It appears on estimate reports as "GST - I Tax" or "HST - I Tax."

When this check box is not selected, the selected tax rate (GST or HST) is excluded from the part/labor totals when sales tax is applied. It appears on estimate reports as "GST - E Tax" or "HST - E Tax."

PDR Provider

This check box and the section below it are available when the PDR value-added option is active. Select this check box to enable the PDR feature. Then, select a PDR database: Dent Wizard or Other.

Note: If the check box is not selected, you can manually enter paintless dent repair dollars. You can also select a PDR Provider and database in an estimate profile. (This selection applies only to the current estimate.)

Dent Wizard

Select this option to use the Dent Wizard PDR database. This functionality calculates in dollar amounts directly.

Other

Select this option if you use customized Dent Wizard data. (Requires a PassCode.)

The Paintless Repair tax status and PDR database display on estimate reports.

Note: If this setting conflicts with the PDR setting on an existing repair line in an estimate, the estimate profile PDR setting remains in effect.

 

See also:

Profiles