Multi-jurisdiction sales tax, VAT and tax holidays

Elements

The pieces this function usually contains in a large organisation:

• Rate by location
• Tax holidays
• Exempt customers/items
• Place-of-supply rules
• Return-ready tax reports

Catalog items that already cover part of it

• Tax rate change effective dates PRC-0037
• Tax-exempt customers PRC-0024

What is not described

multi-jurisdiction rate lookup and holidays.

Classification

Status

Present partially

Fit

Core candidate

Suggested module

PRC: Pricing & Tax Rules

Suggested attributes

Lite and Pro; priority Standard; always offline. Starting points only.

Cluster

Finance, accounting and tax

Public excerpts

domain analysis

Archetypes and companies

Big-box, warehouse club and mass merchants; Supermarket and grocery chains; Apparel, department and specialty retail; Lodging, management and franchising; Online marketplaces and subscription commerce; Foodservice and broadline wholesale distribution.

Example companies in these archetypes: Walmart, Costco, Target, Sam's Club, BJ's Wholesale Club, Meijer, Kroger, Albertsons, Publix, Ahold Delhaize USA, H-E-B, Whole Foods Market. These come from general knowledge unless a source code is shown on the archetype page; it is not a statement that each company runs every element, and it implies no relationship.

Closest industry pages

• General merchandise and big-box stores
• Grocery and supermarkets
• Apparel and footwear retail
• Specialty retail (books, toys, sporting goods, jewelry, pets, crafts)
• Travel retail and duty-free
• Hotels, hostels and lodging
• E-commerce and omnichannel retail
• Wholesale food and grocery
• Wholesale: diversified, building and industrial supplies
• Wholesale electronics, office and technology distribution

Previous: Government charge-code timekeeping. Next: Tax-exemption and resale certificates.

Status is a hand review against catalog names and descriptions and can be wrong. See the method.