Windward Software Customer Care

Step 1. Set up the Tax # 3 to the appropriate levy values.

1. Click on the Tax 3 Tab and click to Add a New Tax Line

2. Click to Add the Effective Date this Levy will take effect

3. Enter the Name TIRE LEVY

4. Enter the PER TIRE Levy, eg. $5.00

5. Enter the General Ledger Number that will accrue the levied charges, Note that the Ledger 2 is not usually necessary as there are no credits from the supplier.

6. Enter the F for a Fixed Charge per Sales Unit

7. Click to enter if this levy is Taxed and enter the Check Boxes as necessary

8. Enter Y or N as to whether a Tax is Included or Not Included on this Levy

Step 2. Settings for the Part # or SKU of a Single Tire

1. Select the Taxes tab

2. Check the Tire Levy $5.00 check box to enable this Part/SKU

3. Now, when you Sell this Tire, the Tire Levy will be added.

Step 3. The Tire Tax on Invoice

Step 1. Edit the Actual Part/SKU that contains the Unit, click on the Tax Information tab 

Step 2. Set the # of Tires that will be subject to a Tire Levy 1. Click on the Tire Levy line

2. Enter the # of Tires on this unit

3. Click OK to Exit 

4. View the Main Unit screen, the # of Tires subject to Levy will display

Step 1. Navigate to: Select Reports → Tax Reports → Tax Area Report

1. Set the options from the Date Range list dropdown Selection of Periods to include

2. Check the Cash Invoices and A/R Invoices check boxes.

3. Check the Tire Levy option by clicking on the x to change it to a +

4. Check the box to display Subtype names

5. Check to display ALL Subtypes, or optionally the ones below

6. Click View to show the report

There are several report options to print and view the Tire Tax Levy Report. Choose which one best suits your needs, note the checkboxes on the sample reports below.