Customizing Taxes and Fees

Table of Contents

1. Overview
2. What Customizations Can I Make?
3. Known Limitations
4. Documentation Changelog

Overview

Modal use a third-party data service to calculate taxes and most fees that are displayed within Checkout. By default, the dealership's zip code is used to calculate taxes and fees when a customer initiates a Checkout session. Taxes and fees are recalculated throughout the process once the customer has updated their billing information. 

What Customizations Can I Make?

The following options are all valid configurations that Modal can make:

• Remove all taxes and fees from displaying in Checkout.
• Only calculate taxes and no fees.
• Only calculate fees and no tax.
• Calculate taxes from the third-party data service and use dealer requested fees. 
• Calculate fees from the third-party data service and use dealer requested taxes. 
• Hard-code a specific tax (e.g. 6.6% Sales Tax).
• Add an additional tax (e.g. TX Vehicle Inventory Tax).
• Hard-code certain fees (e.g. Documentation Fee).

Known Limitations

There are known limitations of certain upgrades being taxed or not being taxed, as well as rebates not being taxed correctly. Using a hard-coded sales tax rate as mentioned above, customers have the options to configure the following settings:

• Deduct the trade in value from the price.
• Tax all upgrades/accessories added during checkout.
• Deduct the amount of rebates from the taxable price.

Documentation Changelog

• 1.0 / August 14, 2020: Initial draft release.
• 1.1 / September 4, 2020: Minor Edits.
• 1.2/ September 16, 2020: Minor Edits and updated verbiage.