Tax Rates can be updated in the AMP Portal at any time. Follow the steps and reminders below to upload or update tax rates.
Tips before you get started:
Avalara is an excellent resource for quickly downloading tax rates by state (the Avalara format also matches the AMP tax rate upload format).
When uploading tax rates to AMP, make sure your upload file always includes all tax rate jurisdictions for your business (e.g., if your business collects sales tax in North Carolina and Florida, your tax rate upload file should include both North Carolina and Florida jurisdictions).
Taxes are applied to purchases based on the below criteria:
Retail Washes - tax when both the Price Group is taxable, the Wash Type is taxable, and the Location zip code is on the Tax Rate table.
Add Ons - tax when both the Price Group is taxable, the Add On is taxable, and the Location zip code is on the Tax Rate table.
Subscriptions - tax when both the Price Group is taxable, the Subscription is taxable, and the Initial Subscription Location zip code is on the Tax Rate table.
To upload tax rates, follow these steps:
Navigate to the Tax Rates section of the portal under App Configurations > Tax Rate.
To upload tax rates, make sure you use the correct upload format by either using an Avalara export (see tips above) or downloading the template in the upload/download bar of the Tax Rates page as shown below. Please choose one method or the other. Avalara exports match the AMP template in format.
Once the template is populated or you have pulled the appropriate tax rates from Avalara, click "UPLOAD TAX RATES" and select your previously created or obtained tax rate .csv file.
