Fees Certification Requirements

This section describes the parameters required for an integration to calculate additional tax types beyond Sales Tax. Note that it is a prerequisite for the integration to be certified for Sales Tax in order to achieve Fees certification.

Bottle Tax

NameTypeDescriptionComments
BeverageContainerMaterial
Required

Specify the material that beverage containers are made of. Used for calculating bottle deposit fees.

NetVolume
Required

The volume of only the item, substance, or product in question, exclusive of packaging, container, or other ancillary materials.

PackSize
Required

Allows customer to specify, where relevant, the number of taxable items in a package, such as cigarettes or light bulbs in a pack or bottles in a case.

Battery / Light Bulb

NameTypeDescriptionComments
Voltage
Required

Voltage capacity for retail purposes (e.g. '12 volt battery')

Pack Size
Required

Allows customer to specify, where relevant, the number of taxable items in a package, such as cigarettes or light bulbs in a pack or bottles in a case.

Contains Mercury
Required

Whether or not the product contains mercury.

E-Waste

NameTypeDescriptionComments
First Use
Required

An indication if the item in question is being transacted before it's first end consumer use since original manufacture; pertinent to reusable items or items sold as pre-owned.

Screen Size
Required

A diagonal length measure of a rectangular screen along its surface; indicative of its total surface area.

Paint

NameTypeDescriptionComments
Container Size
Required

Intended for use where tax rate is dependent on the size of the container.

Tire

NameTypeDescriptionComments
RimDiameter
Required

The measure of a tire's rim diameter. Determines the rim onto which a tire can be mounted.

TireType
Required

Defines the type of tire being sold.

Studded
Required

Used for studded tires where necessary to taxability.

TreadWidth
Required

The measurement between the outboard and inboard edges of a tire's tread design.

NetWeight
Required

The weight (mass) of only the item, substance, or product in question, exclusive of packaging, container, or other ancillary materials.

Amusement & Admissions

NameTypeDescriptionComments
VenueSize
Required

Maximum capacity of an entertainment venue to which tickets are sold.

DiscountType
Required

Covers scenarios where a tax is discounted (not fully exempt), based on the status of the purchaser or seller (such as Senior Citizens).

VenueType
Suggested

Categorization of venue types, generally relevant to admissions taxes. Definitions and implications may vary between jurisdictions.

PerformanceType
Required

Describes characteristics of a performance.

IsReseller
Suggested

An indication of whether the item being transacted in is being sold/rented in a reseller capacity. Generally a reseller is a third party or platform that does not own the item being transacted, though this definition varies by jurisdiction and the goods in question (lodging, equipment, services, etc). Reselling typically requires authorization or certification for tax purposes.

SportingEventType
Required

Identifies what sport is being conducted or by what sporting organization.

VenueHasLiquorLicense
Suggested

Whether or not the venue for a performance or amusement has a liquor license.

InstateProTeam
Required

At a sporting event, whether one of the teams is an in-state professional sports team.

RevenueRequirementMet
Suggested

Revenue Requirement Must be Met Before Tax Applies. (See local jurisdiction for threshold).

ExemptEntityPerformance
Required

Whether a performance or artistic production is performed and produced for the benefit of a qualifying exempt entity.

Rental / Leasing

NameTypeDescriptionComments
IsIntercompany
Required

Indicates whether the equipment is leased or rented to a parent, subsidiary, or sister corporations.

IsAcceleratedTaxPaid
Required

Indicates that tax is not due on the rental or lease payment because the tax was paid upfront on the aggregate lease or rental payments.

IsTaxableService
Required

This parameter is used in Connecticut to distinguish between a service contract for a taxable service and a service contract for a nontaxable service. This parameter is used in conjunction with the IsServiceContract parameter.

IsIndeterminateLength
Required

Indicates that a lease or rental of property is for an indeterminate period of time.

IsHeavyMachinery
Required

Indicates the product leased or rented is heavy equipment.

NumberOfDays
Required

The number of days a product is rented or leased.

IsOperatorProvided
Required

Indicates whether leased equipment is provided with an operator.

IsColoradoSMMRegistered
Required

Indicates the product has been registered as part of the Colorado Special Mobile Machinery (SMM) Rental Program.

IsTexasTERPEligible
Required

Indicates the products are eligible for the Texas Emissions Reduction Plan (TERP) Off-Road, Heavy-Duty Diesel Equipment Surcharge, which requires the equipment to be off-road, diesel, and have horsepower of 50 or greater.

Meals

NameTypeDescriptionComments
PlaceOfConsumption
Required

Indicates intended point of consumption of prepared food relative to a seller establishment.

SellerClassification
Required

A classification (using NAICS) of the seller involved in the item transaction.

Utensils
Required

Indicates provision of utensils with food, whether served to the customer by an attendant, sold with the item, or merely made available for the customer to choose.