Configure for Origin and Destination-based Sales Taxes
For orders that are picked on on site, Origin based taxes will apply.
For orders that are shipped, Destination sales taxes will apply.
Origin-based Sales Tax
Origin-based sales taxes are applied depending on the origin of the sale. For any sale that happens on premise, or is picked up on premise, the tax rate applied to the sale is the local tax rate where your business is located.
Destination-based Sales Tax
Destination-based sales taxes are determined by the destination of the product. The customer is the destination for the product or service, so the tax rate applied to the sale must be the local tax rate where the product is shipped.
Set up Origin-based Tax rates
Configure tax to be charged on all POS Orders for on-site sales. POS sales that are to ship will use the taxes set in Step 2.
Navigate to the Location Manager (Dashboard > Inventory > 'Locations' button on top right)
Choose your Location
Set taxes for each location on the Locations tab 'Tax Rate'.
Automated Destination based Taxes
The built-in tax rates for wine sales on VinesOS utilize Avalara tax rates and are updated every month, including tax information based on the zip codes of your shipping destinations.
Disclaimer: The tax tables include the maximum local sales tax rate down to the ZIP code. They publish tables based on their latest tax research, but downloaded tables become out of date as soon as state and local tax authorities make changes to tax laws and rules. Important information about using rates based on ZIP codes: ZIP codes are a tool for the postal service, not tax authorities. There are often multiple sales tax rates in each ZIP code, county, and city. In any given year, the USPS makes numerous boundary changes to ZIP code areas.
If preferred, you can choose to collect taxes only based on the State tax level, at one flat rate. This can be set per product type in the Product Settings section.
Option: ShipCompliant Taxes
Sovos ShipCompliant offers full accounts that provide not only the tax rates but also real-time DtC compliance checks against 10,000+ state rules and regulations in real-time or at the time of shipping.
Benefits include:
Compliance management for licenses and state-level changes.
Zip code level tax determination.
Direct integrations with fulfillment houses.
Analytics reporting.
To learn more and request an estimate, use the button below.
Set up Ship taxes using Ship Compliant
Ask your account manager to enable Ship Compliant Full Account Integration.
Go to Settings > General Settings
In the Search field start to enter "ShipComp" and the relevant fields will appear.
Enter your ShipCompliant username and password.
Save
Go to Dashboard > Settings
Select Wine
Scroll down to the ShipCompliant section towards the bottom
Toggle it on
Select the appropriate product type on Ship Compliant
Repeat this for every type of product.
If you don't set this uniquely for each product type on VinesOS, tax will not be charged, and compliance will not be checked.
Save
Test your tax settings
Test taxes to make sure they are applying on ecommerce orders to ship, for pickup, on POS orders, and on Club release orders.
Go to the POS and test adding different products for each type, for ship, and for pickup, and verify before you launch that taxes are being charged accordingly. On the POS, ring up an order with each type of item individually to make sure it is showing the current on-site tax. Then use the Ship button and test various shipping address.
State Tax Report
You can Export a report based on any timeframe, and with order status All Processed, to retrieve your tax report.
Go to Dashboard > Orders and Export the State tax report
