State Profile (for US and Canadian Clients)
- 12 Apr 2023
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State Profile (for US and Canadian Clients)
- Updated on 12 Apr 2023
- 5 Minutes to read
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- DarkLight
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The State Profile section of the admin panel (Store > State Profile) allows you to set up your basic compliance and tax settings for each State or province. You can assign tax rates to wine and non-wines products and add state handling fees or taxable shipping charges. You can also add special shipping or compliance messaging on a state/province basis.
WineDirect is not a lawyer or a governmental agency; we do not provide tax information to wineries. The wineries must research taxes for States or Provinces through their country's state or local websites.
PLEASE NOTE:
If you use an integrated compliance provider [like ShipCompliant], the tax rates in your state profile are overridden if you use their Tax by Zip Code option. We still recommend that you populate the state profile taxes as a backup tax rate for the State if the zipcode lookup does not successfully pull a tax rate.
Wines Section
The Wines section is where you will modify your compliance and tax settings per state/province. There are several different selections to help you manage compliance and taxes.
The State Profile may look different depending on which method of Tax Display you want to use. In Canada, it's common to require splitting out GST and PST taxes so you can control the tax structure by that means for each Province/State. For American Wineries having a base tax rate per State is common.
1. To edit a State or Province, please click on the name of the State.
2. Click on Edit.
3. Once you have filled out the Wines section form, please click Save.
The State Profile allows a blanket tax rate for the entire state/province. The WineDirect platform does not allow for multiple tax rates per state, i.e., county taxes. You must sign up for an integrated compliance provider like ShipCompliant to handle county taxes.
TABLE OF DEFINITIONS
| State | The current state/province selected. |
|---|---|
| Compliant | Yes or No. States/Marked will allow customers to purchase and ship wines to their state/province. |
| Tax Rate | This is where you will enter a single percentage-based tax rate for the entire state/province. |
| Shipping | Shipping Is Taxable, or Shipping Is Not Taxable. |
| Handling | Handling fees are either Charge A Flat Fee or Charge A Percentage. |
| Amount | Enter the amount in dollars or percentage for the handling fee. |
| Taxable | If the handling fee is taxable or not taxable. |
| *Offsite Compliant | Select Yes or No if compliant for offsite orders (Orders placed on the website). |
| *Onsite Compliant | Select Yes or No if compliant for picking up onsite orders (Orders placed through WineDirect POS). |
| Bottle Deposit | The amount is $ for the bottle deposit. This feature needs to be turned on by WineDirect Support. Please contact us if you do not see this feature and require it for your sales. Note that promotions do not apply to bottle deposits. |
* The Offsite and Onsite Compliant settings only apply to orders with products assigned the "Wine" product type. Orders of non-wine products will still be able to ship to the states with Offsite and Onsite set to no.
Product Section
This section is for product types other than wine or spirits—for example, T-Shirts, Corkscrew, etc.
1. fill out the form exactly like the Wines section by first clicking on Edit.
2. Remember to click Save.
Spirits
This section is for configuring Bottle Deposits and Sales Tax for Spirits products.
1. Click on Edit.
2. Set up Bottle Deposit and Tax Per Liter.
3. Remember to click Save.
The tax per liter allows users to set a tax dollar amount charged per liter to comply with some taxation laws. The bottle size will then calculate the liter tax. Bottle size must be set, or the liter tax will not be calculated.
| Bottle Deposit | The amount to charge for Bottle Deposit fee per bottle. |
|---|---|
| Tax Per Liter | The amount to charge for Sales Tax per Liter. |
Compliance
Compliance applies to your wines, wine products, and product bundles containing wine. Products, event tickets, gift cards, and other non-wine products are not checked for compliance. The WineDirect platform has a basic Yes or No compliance setting per State or province. This means that states/provinces marked as Yes will allow wines to be sold to customers shipping their wine to these states/provinces.
Shipping Advisory
The shipping advisory message will appear in the cart and checkout area. It can also be used to inform customers that wines will be held during hot/humid weather as it could spoil the wine and be shipped at a later date when the weather is more forgiving.
1. To have a weather hold date appear in the cart and check out, enter the date in the Weather Hold Date in the format of MM/DD/YYYY.
This will also set the weather hold date on your orders for this State as a future ship date.
2. To enter a message, click the textbox, type in your message, and click Save. 
Compliance Advisory
The compliance advisory message will appear on the product list and drill-down pages. This section informs your customers of any compliance issues regarding the selected State. 
To enter a message, click the textbox, type in your message, and click Apply Changes.
If you use an integrated compliance provider [like ShipCompliant], the tax rates in your state profile are overridden if you use their Tax by Zip Code option. We still recommend that you populate the state profile taxes as a backup tax rate for the State if the zipcode lookup does not successfully pull a tax rate.
The State Profile affects wine club joins for multi-enterprise brands. You cannot join a club from a child company when the parent company, Ship To State, is set to No.
Custom Taxes
You can add up to 3 custom taxes on your website (i.e., GST/HST/PST for Canadian clients or GST/ABN Number for Australian clients)
To add Custom Taxes, go to Settings > Website Settings > Store > State Profile > Has Custom Taxes. Add the Custom Tax names accordingly.
Go to Store > State Profile > Pick a State/Province > Add the Tax Rates. You can include the tax in the Product price by enabling Tax Included.
For Australian wineries, you can also set up an ABN number and have the number displayed on POS receipts. Go to Settings > Website Settings > Store > ABN to do so.
State Profile FAQs
Are bottle deposits charged on Wine Products?
No, Wine Products will not be charged the bottle deposit that you have set up within your state profile.
Should I use the GST/PST/HST boxes or the Tax Rate box when determining taxes?
You should be using only the PST/GST/HST boxes or the Tax Rate box, but not the both of them in conjunction.
Can I set a different compliance status for a specific product independent of my state profile?
You can do so by enabling Override State Profile with a Product's Manage Properties page. The specific states can be set from the Manage Compliance tab that will appear after Override State Profile is enabled.
Is there messaging for the West Virginia alcohol warning on order confirmation emails?
Yes. Order confirmation emails going to shipping addresses in the state of West Virginia or confirmation emails to a West Virginia pickup location address will contain the following warning message automatically:
As required by West Virginia law, customers may access important information about the effects of alcohol by following the links below from the West Virginia Alcoholic Beverage Control Commission:
Fetal Alcohol Syndrome | Blood AlcoholThis information will only appear in order confirmation emails containing the //OrderBlob// auto-populating data tag. This messaging is system generated and cannot be edited or removed.
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