Configure sales tax for your Tasting Room and for Shipping
For orders that are picked up onsite at your premises, onsite location taxes will apply.
For orders that are shipped, shipping sales tax will apply.
Tasting Room sales tax
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.
Shipping sales tax
Shipping sales tax is determined by the location the product is being shipped to. The tax rate applied to the sale must be based on the customer's local tax rate in their state where the product will be shipped to.
Set your Tasting Room/On Premise tax rates
Configure the tax to be charged on all on premise orders. This includes:
POS Orders (excluding ship orders)
eCommerce Pickup orders
Navigate to the Location Manager (Dashboard > Inventory > 'Locations' button on top right)
Choose your Location
Go to the Tax Rate tab
Set taxes for each product type
Destination Tax Rates for Ship-to Orders
The built-in shipping sales tax will use VinesOS tax rates. These tax rates are updated at the first of each month, usually by the 2nd or 3rd day. The shipping tax rates are automatically applied based on the zip code the order is shipping to. Note that any order that is a ship-to order, including point of sale orders that are designated to ship, will use these tax rates.
Disclaimer: The tax tables include the maximum local sales tax rate for each ZIP code. These tables are based on the latest tax research, but they become outdated as soon as state and local tax authorities make changes to tax laws and rules.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.
Alternative Option: ShipCompliant Taxes
Sovos ShipCompliant offers Full ShipCompliant 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 ShipCompliant Full Account Integration.
Go to Settings > General Settings
In the Search field, search "ShipCompliant".
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 ShipCompliant.
Repeat this for every product type.
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 to 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 addresses.
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
