Changing sales tax rates

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

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

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

  3. Make the necessary changes to the rate

  4. Click OK to save

    This will apply the new tax rate to all future Repair Orders (ROs) and Part Invoices


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

For open or unpaid Repair Orders and Part Invoices:

  1. Open each open or unpaid RO or Part Invoice

  2. Click the Miscellaneous blue link on the left

  3. Locate the Tax Code field (top left under “Service Writer” or “Part Counter”)

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

  5. The system will recalculate the sales tax for that specific document

  6. Repeat this process for each open RO and invoice to apply the updated tax rate


InfoTip: If you are affected, set yourself a reminder to perform these updates to ensure compliance and avoid billing issues.


As always, the Support Team is here if you have questions or need help.

Hours: Monday through Friday, 5am to 5pm PST. (Excluding Holidays)

Email: support@scottsystems.com

Phone: 800-996-9777, Option #1

Or start a Chat from our website HERE



Thank You for Your Time and Have a Great Week!


-The MaxxTraxx Team

    • Related Articles

    • Change Sales Tax

      How to Update Sales Tax Rates and Recalculate Open Invoices Step 1: Update Sales Tax Rates for Future Transactions Go to Setups > Accounting > E - Sales Tax Rates Highlight the tax rate you want to change and click Edit Make your changes and click OK ...
    • Ohio's Sales Tax Holiday

      Ohio has a "sales tax holiday" from Aug 1 through Aug 14 2025. During that time, any part $500 or less, is NOT subject to sales tax. The following is the link to the Ohio Department of Taxation that states the qualifications Ohio Department of ...
    • Sales Tax Setup and Configuration

      MaxxTraxx includes a built-in utility for configuring sales tax rates applied to parts and labor sales. This article explains how to set up and manage sales tax rates used on repair orders (ROs) and parts invoices. Accessing Sales Tax Settings 1. ...
    • Setting Up a Sales Tax Cap in MaxxTraxx

      Some states cap the total sales tax that can be collected. If there’s a maximum taxable amount, you can set this up using Tax Code 5. Steps: Go to: Setups → In the Accounting column E, click Sales Tax Rates. Click Add Tax Rate. Fill in: Tax Code ...
    • 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: ...