Retail | California Tax Options Set Up

How to Set Up California Tax Options. These tax options are only available to California shops. Effective Jan. 1, 2023.

 

Please consult with your Tax Professionals when configuring BLAZE to your specific needs.

Overview

 

If you make changes to your Tax Options, make sure to update your Delivery tax Rates if you have any.  Setting Up and Managing Delivery Tax Rates

Shop Information - State

  • Global Settings > Current Shop settings >Shop Information
  • Verify the state is set to California

cashopinfo

 

Excise Tax Settings - Effective Jan 1, 2023

  • Global Settings > Current Shop Settings > Tax Option > Cannabis Tax
  • Click on the Edit button
    • Includes California Excise Tax:  This option is used in California for the 15% excise tax charged to the consumer.

NOTE:  One of the below two options must be enabled.  Excise tax is REQUIRED to show on the receipt.  Only one of the two options below can be enabled at a time.  


      • Do you want to include Excise Tax as a line item in the customers receipt?:  
      • OR
      • Do you want receipt to include "The cannabis Excise Taxes are included in the total amount of this invoice.":  

 

NOTE: Update the "Manage Receipts" section within the current shop settings to confirm the receipt settings and ensure that Excise Tax is enabled to display on all customer receipts.  
The California regulations state that cannabis excise tax must be listed separately on the receipt or invoice provided to the retail purchaser on and after January 1, 2023.
 
  • State Excise Tax:  This displays the 15% excise tax rate BLAZE will apply.
  • Calculate Excise Tax after City Tax:  Enable this option.  This option will calculate the excise tax on the Retail value of the product, less any discounts, plus the city tax amount.  This is required by the state of California.  
  • Product prices include Excise Tax - Default: This option should be enabled when all your products have OTD pricing.  This setting will include excise tax in the product's price for any products added to BLAZE after enabling the setting.  This setting will also update the Product price includes Excise Tax to "Yes" in the Product Profile for all new products after enabling.
  • Click Save

CAtaxoption

priceincludes

If you make changes to your Tax Options, make sure to update your Delivery tax Rates if you have any.  Setting Up and Managing Delivery Tax Rates

If you have further questions, please reach out to us at support@blaze.me!

 

***Always consult a Professional / CPA / Attorney before setting/changing your taxes ***

BLAZE® is a complex and sophisticated SaaS platform that provides a series of individual tax settings for each client customer, subject to the advice of their tax advisor professional that enables the client customer to comply with local, state, and national government tax schemes. YOU ARE SOLELY RESPONSIBLE FOR YOUR TAX SETTINGS. TAX RATES, NAMING CONVENTIONS, AND OPERATION ORDER FOR THOSE RATES VARY BY JURISDICTION AND ARE SUBJECT TO CHANGE. YOU AND YOUR TAX PROFESSIONAL ARE RESPONSIBLE FOR REVIEWING, UPDATING, AND APPLYING THE SPECIFIC TAX SETTINGS, RATES, AND THE ORDER OF OPERATION FOR YOUR SERVICE AREA(S). THE COLLECTION, RETENTION, AND PAYMENT OF APPLICABLE TAX LIABILITIES TO APPROPRIATE AUTHORITIES IS YOUR SOLE RESPONSIBILITY. BLAZE® MAKES NO WARRANTY NOR REPRESENTATION THE TAX SETTINGS, RATES, AND THE ORDER OF OPERATION YOU SELECT ARE APPROPRIATE AND CORRECT. YOU EXPRESSLY AGREE BLAZE® SHALL NOT HAVE ANY LIABILITY FOR UNDER OR OVERCOLLECTION OF YOUR TAX LIABILITIES BASED UPON THE SETTINGS YOU SELECT.