Change Sales Tax

Change Sales Tax

How to Update Sales Tax Rates and Recalculate Open Invoices

  1. Step 1: Update Sales Tax Rates for Future Transactions

    1. Go to Setups > Accounting and Payroll > Sales Tax Rates

    2. Highlight the tax rate you want to change and click Edit

    3. Make your changes and click OK to save

    4. This updates the tax rate for all future Repair Orders (ROs) and Part invoices you create

    Step 2: Recalculate Sales Tax on Open/Unpaid ROs and Part Invoices

    1. Open each open or unpaid Repair Order or Part Invoice

    2. Click the Miscellaneous blue link on the left

    3. At the top left of that window, below Service Writer (or Part Counter), locate Tax Code

    4. Click Select, choose the updated tax code, and click OK

    5. This will recalculate the sales tax for that specific RO or Part Invoice

    6. Repeat this for each open Repair Order and Part Invoice to apply the updated tax rates

    • Related Articles

    • Changing sales tax rates

      Updating Sales Tax Rates in MaxxTraxx Many municipalities will implement new tax rates beginning June 1st, 2025. To ensure accurate sales tax collection in MaxxTraxx, follow these two steps: Step 1: Update Sales Tax Rates for Future Transactions ...

    • How To Change Sales Tax Rate on all Open ROs

      You will need to correct the default rate that the program will use for all new ROs and Invoices. Then you will need to open and adjust all ROs and Invoices not yet paid. You must first change the tax percentages of the Tax Rate that is incorrect. ...

    • How to Print Sales Tax Report

      How to Print a Sales Tax Report in MaxxTraxx Navigate to the Report: Go to Reports from the main menu. Select Financial, then click on Tax Summary. Set Parameters: Choose your desired date range. Click Run to generate the report. Print the Report: ...

    • Did You Know - Quickly view the Subtotal for a Single Job, including Sales Tax & Add-ons, on a Repair Order

      Did You Know You can quickly find out the Subtotal for a Single Job, including Sales Tax & Add-ons, on a Repair Order? Common Question: You have a Repair Order with many line items including multiple different jobs and your Customer wants to know how ...

    • New Colorado Paid Family Leave Tax

      Back in 2020, Colorado voted to implement its own Paid Family and Medical Leave Insurance (FAMLI) program. And beginning in 2023, the Colorado paid family leave program takes effect. What does this mean for Colorado employers? It means you have a new ...