Blackpurl

This article is regarding tax for our New Zealand and Australian Dealerships 

Summary

• For the most part Australian and New Zealand Tax is quite simply as they have a basic tax rate that is charged across the board and both Xero and QuickBooks Online allow third parties (ie Blackpurl) to map directly to any taxes that are setup in Xero / QuickBooks Online 
  
  This means that that once something is sold or purchased in Blackpurl, the relevant taxes will automatically be accounted for and then integrate through to your accounting package 
  

This also means that all reportability to your taxation authority will be done through your accounting package

• During Blackpurl Activations, your Activation Specialist would have setup your Sales Taxes and Purchase Taxes rates and settings
  
  Your Activation Specialist would have also set up the relevant Tax Code Mapping in System Settings > Accounting Integration 
  
  The Tax Code Mapping means that Xero / QuickBooks Online have allows Blackpurl to map directly to the tax General Ledgers that Xero / QuickBooks Online have

All of the Tax Settings in Blackpurl for your Dealership, are under the Blackpurl Header - Other Tools > Tax Activity & Settings 

For users to have access to this section, they need to have the User Permission - Tax Management

Once the user has the relevant User Permission, then the user will be able to access the Tax Activity & Settings section from the Blackpurl Header

Tax Activity & Settings section 

Once you have the correct permission, from the Blackpurl Header > click and then select

Once you have logged into the Tax activity & settings screen, you will notice 4 tabs:

ACTIVITY

SETTINGS

TAX CODES 

MANUAL TAX RATES 

A.  Activity 

This is where reporting of taxes can be reviewed in Blackpurl

Remember that all reportability for your taxes will be done in your accounting package BUT if you need to run further reports then this is the place to go

Simply add in your From and To dates and then click on

The report will give you a break up of the taxes used and what makes up the totals etc for the date range given 

B. Settings

This section will show you what is currently setup in your Blackpurl.  The setup is usually done during the Activation process 

This Setting section is broken up into different areas:

• General Settings

25.	Tax Id on documents - If your government required you to have your Tax Id on your Customer Order documentation ie Invoice, then this is where you would record the Dealerships Tax Id number (example: our Australian Dealerships and their ABN)
26.	Prices include sales tax -for our Australian and New Zealand Dealership this will be enabled for you so it will always say YES
27.	Trade tax credit cannot exceed unit tax - This means that when you take a trade in on a Unit Deal, that the trade in tax credit cannot exceed the amount of the unit tax payable For further information, please review our article - Trade In Tax Credit cannot exceed Unit Tax
28.	Unit options that are taxed like the unit  This is usually not used for our New Zealand and Australian Dealerships as they only have one tax rate You get to select what options are taxed at the same rate as the Unit sale  Simply click on the field and then it will give you the options available for you to make your selections as to which options are to be taxed at the same rate as the Unit
29.	Group Individual Taxes on Sales This is usually not used for our New Zealand and Australian Dealerships as they only have one tax rate   If you disable this toggle than all your sales taxes on Customer Orders, will list all separately on the relevant Customer documentation ie Invoices If you enable this toggle than all your sales taxes on Customer Order, will list as one item and you get to select what to call your grouped taxes ie Sales Tax
30.	Group Individual Taxes on Purchases This is usually not used for our New Zealand and Australian Dealerships as they only have one tax rate   If you disable this toggle than all your sales taxes on Vendor Invoices, will list separately If you enable this toggle than all your sales taxes on Vendor Invoices, will list as one item and you get to select what to call your grouped taxes ie Sales Tax

• Account Type / Tax Exemptions

This will list the Account Types / Tax exemptions currently setup in your Blackpurl

• Accrued Tax Controls

These settings are setup at Activation and with your Activation Specialist, depending on whether or not your Dealerships adhere to NITC

For further information about NITC, please refer to these articles 

• Overview - How Blackpurl handles the Notional Input Tax Credit (NITC) on Units in Australia
  
  
• Notional Input Tax Credits (NITC) in Blackpurl (Australia Only)
  

• Default Applicable Tax Codes
  

These are the default applicable Tax Codes that have been setup in your Blackpurl 

These are also setup during Activations  

If you need to change the defaults, simply click into the relevant field > the drop down will give you the options available for selection

If you don't understand what you need or understand the ramifications of changing these defaults, please reach out to Blackpurl Support for assistance 

D. Manual Tax Rates  

We are going out of order and going to go through D. Manual Tax Rates first as it will help to then explain C. Tax Codes 

For our New Zealand and Australian Dealerships this is quite easy - as your Countries have a basic set tax rate 

Your tax rates are usually setup during discussion with your Activation team 

C. Tax Codes  

Tax Codes will allow you to join two or more tax rates together to make up the relevant taxes applicable 

Again for our New Zealand and Australian Dealerships this is quite easy - as your Countries have a basic set tax rate and there is no requirement to join two or more tax rates together 

Customer Orders / Vendor Invoices 

Once all the setting are setup then each time you add a Customer Order (Unit Deal / Parts & Accessories / Service Job section) or process a Vendor Invoice (for Parts / Sublets / Units), the default tax setting will automatically load

Once an Invoice is issued from a Customer Order, the full invoice including the taxes will integrate to your accounting package 

Once you have finalised a Vendor Invoice, the full invoice including the taxes will integrate to your accounting package 

Just remember that all reportability to your taxation authority will be done through your accounting package