Colorado Retail Delivery Fee

Handling the Colorado Retail Delivery Fee in Comsense

To handle the Colorado Retail Delivery Fee in Comsense there are 2 methods that can be used. To implement the correct method for your company you'll need to decide how to interpret the term 'Sale' in the new legislation. Method 1 is used if the term "Sale" is interpreted to mean "Order". Method 2 is used if the term "Sale" is interpreted to mean "Invoice".

 

Method 1: Once per Order/Project

  1. Setup a new sales tax with the following details.
    • Description: Retail Delivery Fee
    • Tax Rate: 100%
    • State: CO
    • Max Taxable Amount: $0.27
    • Basis: On Sell
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  2. Add the Sales Tax to the Applicable Shipping Address.
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  3. While running the first Invoice against the Sales Order/Project, the system will automatically add the Retail Delivery Fee, and cap the value at $0.27.
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    Note
    : Subsequent invoices against the same Sales Order/Project will not be charged the $0.27 Fee.
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Method 2: Once per Invoice for Projects

  1. Setup a new sales tax with the following details.
    • Description: Retail Delivery Fee
    • Tax Rate: 100%
    • State: CO
    • Basis: On Sell
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  2. Add a miscellaneous cost item with the following details:
    • Note: Retail Delivery Fee
    • Cost: $0.00
    • Sell: $0.00
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  3. Add the Sales Tax to the Project in the Project Pricing window.
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  4. Using the Tax Exempt Editor, exempt all items from the Retail Delivery Fee (except the miscellaneous item called "Retail Delivery Fee").
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  5. When creating invoices for Projects, open the Project Billing tab.
    1. Expand Original Project.
    2. Expand the Section/Cost Group to which the Retail Delivery Fee is assigned.
    3. Enter 0.27 in the Retail Delivery Fee Taxable Amount field.
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  6. Repeat Step 5 for every project invoice.
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