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. Set up a new sales tax with the following details.
   
   • Description: Retail Delivery Fee
   • Tax Rate: 100%
   • State: CO
   • Max Taxable Amount: $0.27
   • Max Taxable Basis: By Order
   • Basis: On Sell

   

2. Add the Sales Tax to the Applicable Shipping Address.
   

   

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.
   

   

   
   Note: Subsequent invoices against the same Sales Order/Project will not be charged the $0.27 Fee.
   

   

Method 2: Once per Invoice

1. Set up a new sales tax with the following details.
   
   • Description: Retail Delivery Fee
   • Tax Rate: 100%
   • State: CO
   • Max Taxable Amount: $0.27
   • Max Taxable Basis: Flat Fee
   • Basis: On Sell

   

2. Add the Sales Tax to the Applicable Shipping Address.
   

   

3. While running the Invoice against the Sales Order/Project, the system will automatically add the Retail Delivery Fee, and cap the value at $0.27.
   

   

   
   Note: Subsequent invoices against the same Sales Order/Project will also be charged the $0.27 Fee.