Colorado and Minnesota charge retail delivery fees on certain deliveries to locations in their respective states. 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 GTD if and when you must collect a retail delivery fee. You can do this in the General Settings page.
Only users with the Client_Manager role in New GTD 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
|
| 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, GTD will continue to collect or not collect the retail delivery fee indefinitely after the effective date |
By default, new organizations created in S1 are set to collect the Colorado retail delivery fee and not collect the Minnesota retail delivery fee.
Change your fee collection settings
This section uses example business situations to show how fee collection settings work in New GTD Cloud. You should only make changes to your fee collection settings based on your organization's business needs.
Let's say that your organization delivers items in Colorado but not Minnesota. Your fee collection settings would look something like this:
|
Colorado Line 1
|
Minnesota Line 1
|
Your organization decides to start doing business in Minnesota beginning September 2024. You'll need to tell GTD to start collecting the Minnesota retail delivery fee on the first day of September 2024:
- In the General Settings page, click Add next to Minnesota.
- Fill in the following information in the popup box:
- Select Yes from the Value dropdown menu.
- For Effective Date, enter 2024-09-01 or click on the calendar icon and select the date.
- You can leave Sunset Date blank, since your organization has no plans to stop doing business in Minnesota.
- Click Save in the popup box.
- 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 Line 1
|
Minnesota Line 1
Line 2
|
Now let's say that your organization decides to stop doing business in Colorado in 2025 but will resume in 2026. You'll need to tell GTD to not collect the Colorado retail delivery fee for the year 2025 and then start collecting the fee again in 2026:
- In the General Settings page, click Add next to Colorado.
- Fill in the following information in the popup box:
- Select No from the Value dropdown menu.
- For Effective Date, enter 2025-01-01 or click on the calendar icon and select the date.
- For Sunset Date, enter 2026-01-01 or click on the calendar icon and select the date.
- Click Save in the popup box.
- 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 Line 1
Line 2
Line 3
|
Minnesota Line 1
Line 2
|
You can't edit or delete settings for past dates. To edit settings for future dates, add a new setting with the correct information. Once you save the new setting, it will override any existing settings for the same date(s).
By default, child organizations will inherit their retail delivery fee settings from the parent organization, but you can edit the child's settings separately.