Retail delivery fee settings

Colorado and Minnesota charge retail delivery fees on certain deliveries to locations in their respective states.

Note:

By default, new organizations created in S1 are set to collect the Colorado retail delivery fee and not collect the Minnesota retail delivery fee.

By default, child organizations will inherit their retail delivery fee settings from the parent organization, but you can edit the child's settings separately.

Not all sellers who do business in these states will have to collect the fees from customers, depending on whether they meet the retailer exclusion requirements, so you may have to tell Global Tax Determination if and when you must collect a retail delivery fee. You can do this on the General Settings page.

Note:

Only users with the Client_Manager role in New Global Tax Determination Cloud can access the General Settings page.

The General Settings page shows the periods of time when your organization is set to collect a retail delivery fee or not. Changes to your fee collection settings are listed in chronological order.


Column	Description
Status	Indicates when you collected, are collecting, or will collect the retail delivery fee or not Sunset: Past fee collection settings Active: Your current fee collection setting Pending: Future changes to your fee collection settings
Collect Fee	Indicates whether you collected, are collecting, or will collect the retail delivery fee during a given time period (Yes or No.)
Effective Date	The start date of a fee collection setting (inclusive) The earliest effective date is the date when the state began imposing the fee (2022-07-01 for Colorado and 2024-07-01 for Minnesota.)
Sunset Date	The end date of a fee collection setting (exclusive) If blank, Global Tax Determination will continue to collect or not collect the retail delivery fee indefinitely after the effective date.

Enable retail delivery fee collection settings

This section uses example business situations to show how fee collection settings work in New Global Tax Determination Cloud.

Important:

Do not use the exact examples given here. You should make changes to your fee collection settings based on your organization's business needs.

Note:

You can't edit or delete settings for past dates. To edit settings for future dates, add a new setting with the correct information. When you save the new setting, it will override any existing settings for the same dates.

Let's say that your organization delivers items in Colorado but not Minnesota. Your fee collection settings would look something like this:


Colorado	Minnesota
Line 1	Line 1
Status: Active Collect Fee: Yes Effective date: 2022-07-01 Sunset date: -	Status: Active Collect Fee: No Effective date: 2024-07-01 Sunset date: -

Your organization decides to start doing business in Minnesota beginning September 2024. You will need to tell Global Tax Determination to start collecting the Minnesota retail delivery fee on the first day of September 2024.

On the General Settings page, click Add next to Minnesota.
Enter the following information in the pop-up:
- Select Yes from the Value dropdown menu.
- For Effective Date, enter 2024-09-01 or click the Calendar icon and select the date.
- You can leave Sunset Date blank if your organization has no plans to stop doing business in Minnesota.
Click Save in the pop-up.
Click Save on the General Settings page.
A message will appear saying that your changes have been saved.

Your fee collection settings would now look something like this:


Colorado	Minnesota
Line 1	Line 1
Status: Active Collect Fee: Yes Effective date: 2022-07-01 Sunset date: -	Status: Active Collect Fee: No Effective date: 2024-07-01 Sunset date: 2024-09-01
	Line 2
	Status: Pending Collect Fee: Yes Effective date: 2024-09-01 Sunset date: -

Turn off retail delivery fee collection settings for a period

Let's say your that your organization decides to stop doing business in Colorado in 2025 but will resume in 2026. You will need to tell Global Tax Determination to not collect the Colorado retail delivery fee for the year 2025 and then start collecting the fee again in 2026.

On the General Settings page, click Add next to Colorado.
Enter the following information in the pop-up:
- Select No from the Value dropdown menu.
- For Effective Date, enter 2025-01-01 or click the Calendar icon and select the date.
- For Sunset Date, enter 2026-01-01 or click the Calendar icon and select the date.
Click Save in the pop-up.
Click Save on the General Settings page.
A message will appear saying that your changes have been saved.

Your fee collection settings would now look something like this:


Colorado	Minnesota
Line 1	Line 1
Status: Active Collect Fee: Yes Effective date: 2022-07-01 Sunset date: -	Status: Active Collect Fee: No Effective date: 2024-07-01 Sunset date: 2024-09-01
Line 2	Line 2
Status: Pending Collect Fee: No Effective date: 2025-01-01 Sunset date: 2026-01-01	Status: Pending Collect Fee: Yes Effective date: 2024-09-01 Sunset date: -
Line 3
Status: Pending Collect Fee: Yes Effective date: 2026-01-01 Sunset date: -

Sovos Docs

Retail delivery fee settings

Enable retail delivery fee collection settings

Turn off retail delivery fee collection settings for a period

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