A "Use Tax" Report?

Is there a way to pull Use Tax out of sales reports? This concept was new to me, but any person who uses, stores or consumes any tangible personal property upon which tax has not been collected by a retailer shall pay use tax. So when a winery sells $0.00 pours and samples, they need to record and pay the Use Tax on said items apparently. Not sure if there’s a way to track the “use tax” on $0.00 items of what the tax would’ve been had it been sold at full price. Anyone else encounter this issue? How do you work around this in your accounting software?

Hi Dan,

Thanks for bringing this to our attention, this is the first time we are hearing of this and are doing our part to look into this further. We will be sure to follow up with more information surrounding the topic of use tax as we learn more about this.



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Hi @dan_wgm,

Thanks again for your question. While WineDirect can’t offer sales tax compliance and recommend that wineries seek advice from a sales tax expert, there are a couple of ways in WineDirect to track for pours and samples. Typically you could do this through the use of a designated contact called “Pours” or “Sample,” with a Contact Type that you would attach to this contact and a promo for pours or samples that discounts at the 100% rate.

Additionally, you could create a Department called “Pours” or “Sample” and attach it to the contact and add an Order Type for pours or samples. This would really narrow things down to make it easy for the winery to track and pull into reports.

Hope that helps! Let us know if you need anything else.

Jacob Powell
WineDirect Product Team

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