Taxes & Fees

The Taxes & Fees page (Dashboard → Payments → Taxes & Fees) is where you configure how WineView calculates taxes and additional charges for every order you process — fulfillment cycles, releases, ecommerce, and tasting-room sales that flow through WineView.

Each US state has its own profile, and each profile holds one or more line items that get added together at checkout based on the customer's shipping or pickup state.

Who can access this page

Access is gated by the View Financial privilege. Owners and any custom role with that privilege can view and configure tax profiles. If you don't see this page in your sidebar, ask your owner to grant the privilege from Settings → Team.

How tax calculation works

When an order is placed, WineView looks up the customer's destination state (shipping address for delivery orders, pickup location's state for pickup orders) and finds the matching tax profile.

If a profile exists and is enabled, every enabled line item is calculated and totaled.
If no profile exists for that state, or the profile is disabled, no tax is collected.

WineView never auto-detects rates. You decide what to charge in each state — keep your profiles in sync with your tax advisor's guidance.

State tax profiles

The page shows a list of every state you've configured. Each row displays:

The state code and full name
An enabled/disabled toggle
The number of line items configured
A preview button to test the math
A delete button to remove the profile

Adding a state profile

Click Add State.
Pick a US state from the dropdown (all 50 states plus DC are supported).
Click Create.

The new profile starts enabled with zero line items. Add line items below to start collecting tax.

You can only have one profile per state per business group. If you operate multiple locations under one business group, the same profile applies to all of them; if you operate distinct business groups, configure profiles separately per group.

Enabling and disabling a profile

Use the toggle on each profile row. A disabled profile collects no tax for that state, even if line items exist. Use this when you need to temporarily pause collection without deleting your line item setup.

Deleting a profile

Click the trash icon on the profile row. This permanently removes the profile and all its line items. If you want to keep your configuration but stop collecting, disable instead.

Line items

A line item is a single charge that gets calculated and added to the tax total. Each profile can hold as many line items as you need — for example, you might have one for state sales tax, one for excise tax, and one for a fulfillment fee.

Each line item has:

Name — what the customer sees on receipts and invoices (e.g., "WA State Sales Tax", "Excise Tax", "Compliance Fee")
Calculation type — how it's computed (see below)
Rate — the numeric value
Display order — controls the order line items appear on receipts
Enabled toggle — turn individual items on/off without deleting

Calculation types

WineView supports three calculation types so you can match how your jurisdiction expects taxes and fees to be assessed:

Percentage — A percent of the order subtotal. Example: a 9.5% percentage line item on a $100 subtotal = $9.50. Best for state and local sales tax.
Flat Rate — A fixed dollar amount per order, regardless of size. Example: a $2.50 flat fee on any order. Best for compliance fees, packaging fees, or per-shipment surcharges.
Per Item — A fixed dollar amount per unit in the order. Example: a $0.50 per-item fee on a 6-bottle order = $3.00. Best for excise taxes, bottle deposits, or per-unit charges.

Adding a line item

Expand the state profile.
Click Add Line Item.
Enter a name, choose a calculation type, set the rate.
Click Save.

The new item appears in the list immediately and starts applying to new orders.

Editing a line item

Click the line item to open the edit form. You can change the name, calculation type, rate, display order, or toggle the enabled flag. Changes apply to future orders only — already-charged orders keep their original tax breakdown for accounting integrity.

Removing a line item

Click the trash icon on the line item. The item is permanently removed from that profile.

Reordering line items

Set the display order field to control how items appear on receipts. Lower numbers appear first. This is purely cosmetic — it doesn't affect calculation.

The tax estimator

Because tax math can get complex (especially when you mix percentage, flat, and per-item line items), every profile has a built-in Preview estimator.

Click the calculator icon on a profile row.
Enter a sample subtotal (default $100) and item count (default 3).
WineView shows a breakdown of every enabled line item and the total tax.

Use this to sanity-check your configuration before you start collecting. The estimator runs the same calculation engine that real orders use, so what you see is what your customers will be charged.

Where taxes appear

Once configured, taxes show up in several places:

Member checkout — pricing breakdown when joining a club, buying ecommerce, or completing a release selection.
Receipts and order confirmation emails — itemized line-item breakdown.
Member order detail page — under "Tax breakdown".
Business Payments → Transactions — a tax field on each successful charge, broken down by line item where applicable.
Business reports and exports — totals roll up so you can reconcile with your tax filings.

Common scenarios

"I ship to one state — what's the minimum setup?"

Add a profile for that one state, add a percentage line item with your sales tax rate, save. Done.

"I ship to multiple states with different rates"

Add a profile per state with its own percentage rate. WineView applies the right one based on the destination address.

"I have a tasting-room state and a pickup-only state"

Both work the same way — taxes are determined by the destination (shipping address or pickup location's state). Configure each state independently.

"I want to add a packaging fee that's not really a tax"

Create a flat-rate line item named "Packaging Fee" with the dollar amount. Customers see it in the breakdown alongside taxes. (We recommend naming it clearly so it's not mistaken for a government tax.)

"I want to stop collecting in one state temporarily"

Disable the profile (don't delete it). When you re-enable it later, all your line items are still there.

"Customer's address is in a state where I don't have a profile"

That order collects $0 in tax. WineView never charges tax for states without an enabled profile. If you intended to collect, add a profile for that state.

Compliance is your responsibility

WineView gives you flexible tools to collect what you owe, but you are responsible for:

Knowing what rates apply in each state where you ship or sell
Filing returns with each state's revenue authority
Updating your line items when rates change
Keeping records for audits

Talk to a tax advisor or accountant if you're unsure. WineView's exports and Payments dashboard provide the data you need to file.