Choose Avalara Sales Tax Code

Last updated 4 years ago First published 03 February, 2017

Walks you through determining the proper sales tax code.

Computers,Technology English Rating: ALL ages Shortest path: 3 nodes Longest path: 10 nodes Possible solutions: 61
Bryan Slatner Software developer
Transcription
  • What's the product? Professional Services. Installation/Implementation. Something Else. Training WITHOUT Installation/Implementation. Maintenance Agreements. Software. Computer Hardware.
  • Use sales tax code PC070000. This is Insight's default code, which it falls back to if you don't choose anything else. You don't need to do anything or bug Bryan..
  • Really? Wow. Get with Bryan to figure out the proper code. He can't wait to find out what the heck you're trying to sell..
  • How is the software delivered? The software is hosted by the vendor (SaaS).. The customer downloads the software.. I'm not sure.. The customer receives a CD, thumb drive, or other physical media containing the software..
  • Code: DC010100.
  • Code: DC010200.
  • Get sure, and then come back and do this again..
  • What sort of agreement is it? A LICENSE agreement. This is not common. This gives the customer a license to install the software on their own equipment, even if the vendor is also providing hosted services.. A SERVICES agreement. The customer has no option to install the software on their own equipment. The software and the services it provides run entirely on vendor computers..
  • Code: SW054000.
  • Code: SW052202.
  • Who is performing the service? Another Vendor. DGI.
  • Shouldn't you be using the LABOR SKU for this? If you think another SKU is appropriate, get with Bryan..
  • The general code for professional services is SP140000. If the service being performed has to do with the installation or implementation of software, follow the "Installation/Implementation" tree instead..
  • For what? Computer Hardware. Software. Something else..
  • Get with Bryan to determine the appropriate code..
  • Is it mandatory? Is it REQUIRED to complete the sale? Yes. I'm not sure.. No.
  • Code: SM020400.
  • Code: SM020200.
  • Get sure, and then come back and do this again..
  • How is the software delivered? The customer receives a CD, thumb drive, or other physical media containing the software.. I'm not sure.. The software is hosted by the vendor (SaaS).. The customer downloads the software..
  • Get sure, and then come back and do this again..
  • Is it mandatory? Is it REQUIRED to complete the sale? No. I'm not sure.. Yes.
  • Get sure, and then come back and do this again..
  • What's included? I'm not sure.. Support and Updates. Support Only.
  • Code: SC100601.
  • Code: SC100602.
  • Get sure, and then come back and do this again..
  • What's included? I'm not sure.. Support and Updates. Support Only.
  • Code: SC100501.
  • Code: SC100502.
  • Get sure, and then come back and do this again..
  • Is it mandatory? Is it REQUIRED to complete the sale? I'm not sure.. Yes. No.
  • It's for software they already own..
  • What's included? I'm not sure.. Support and Updates. Support Only.
  • Code: SC100201.
  • Code: SC100202.
  • Get sure, and then come back and do this again..
  • What's included? I'm not sure.. Support and Updates. Support Only.
  • Code: SC100101.
  • Code: SC100102.
  • Get sure, and then come back and do this again..
  • Is it mandatory? Is it REQUIRED to complete the sale? Yes. No. I'm not sure..
  • Get sure, and then come back and do this again..
  • What's included? Support and Updates. Support Only. I'm not sure..
  • Code: SW052301.
  • Code: SW052302.
  • Get sure, and then come back and do this again..
  • What's included? I'm not sure.. Support and Updates. Support Only.
  • Code: SW052201.
  • Code: SW052202.
  • Get sure, and then come back and do this again..
  • For what? Software. Something Else.
  • How is the software delivered? The customer downloads the software.. I'm not sure.. The software is hosted by the vendor (SaaS).. It's for software they already own.. The customer receives a CD, thumb drive, or other physical media containing the software..
  • Code: SC080300.
  • Get sure, and then come back and do this again..
  • Is it mandatory? Is it REQUIRED to complete the sale? I'm not sure.. No. Yes.
  • Code: SC070303.
  • Code: SC080303.
  • Get sure, and then come back and do this again..
  • Is it mandatory? Is it REQUIRED to complete the sale? I'm not sure.. No. Yes.
  • Code: SC070301.
  • Code: SC080301.
  • Get sure, and then come back and do this again..
  • Is it mandatory? Is it REQUIRED to complete the sale? I'm not sure.. No. Yes.
  • Code: SC070301 .
  • Code: SC080301 .
  • Get sure, and then come back and do this again..
  • Where does the training take place? Online. Classroom/In Person.
  • Code: ST080000.
  • Code: ST087634.
  • For what? Something Else. Software.
  • How is the software delivered? It's for software they already own.. The customer receives a CD, thumb drive, or other physical media containing the software.. The customer downloads the software.. I'm not sure.. The software is hosted by the vendor (SaaS)..
  • Code: SC080100.
  • Get sure, and then come back and do this again..
  • Is it mandatory? Is it REQUIRED to complete the sale? I'm not sure.. No. Yes.
  • Code: SC070103.
  • Code: SC080103.
  • Get sure, and then come back and do this again..
  • Is it mandatory? Is it REQUIRED to complete the sale? I'm not sure.. No. Yes.
  • Code: SC070101.
  • Code: SC080101.
  • Get sure, and then come back and do this again..
  • Is it mandatory? Is it REQUIRED to complete the sale? I'm not sure.. No. Yes.
  • Code: SW052010.
  • Code: SC080101 .
  • Get sure, and then come back and do this again..
  • Who performs the work? Another vendor. DGI.
  • Shouldn't you be using the LABOR SKU for this? If you feel another SKU is needed, get with Bryan..
  • Code: SP140000.

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