Tax Worksheet

1. From the Breakeven Analysis or Settlement Summary, click the underlined value for Tax.
2. Review/update Lease or General information that applies to the loss vehicle.

3. Click Save.

   * Indicates required information.

1. From the Breakeven Analysis or Settlement Summary, click the underlined value for Tax.
2. Click Add Tax.
3. Enter the Lease or General information that applies to the loss vehicle.

4. Click Save.

   * Indicates required information.

Tax Summary

Tax Description

Provides the description you entered when creating a description for a general tax record.

Tax Type

Provides a description of the type of tax that applies to the loss vehicle.

Settlement

Provides the settlement amount for taxes that applies to the loss vehicle.

Owner Retained

Provides the tax amount retained by the owner of the loss vehicle.

Lease/General

Lease

Select this option to enter tax for leased vehicles.

Sales Tax Amount*

Field Description

Terms of Lease (months)*

Enter the sales tax amount.

Months Remaining*

Enter the months remaining on the lease.

Unused %

Provides the unused percentage of the lease.

Calculated

Provides the calculated tax amount.

Apply to Breakeven

Enter the tax amount to apply to the breakeven value.

Apply to Settlement

Enter the tax amount to apply to the settlement value.

Apply to Owner Retained

Enter the tax amount to apply to the owner retained tax.

Comments

Enter any comments that apply to the lease tax for the loss vehicle.

General

Select this option to enter generalized tax for loss vehicles.

Description*

Enter a description for the tax.

Amount*

Enter the tax amount.

Tax Rate*

Enter the tax rate.

Calculated

Provides the calculated tax.

Comments

Enter any comments that apply to the generalized tax for the loss vehicle.