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Change your retail delivery fee settings

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 Global Tax Determination if and when you must collect a retail delivery fee. You can do this in the Retail Delivery Fee section of the Tax Preferences page.

Only users with the Client_Manager role can access the Tax Preferences page.

The Retail Delivery Fee section 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. Expired collection dates are listed in the Retail Delivery Fee History, which you can view by clicking Show history.

Column

Description
Status

Indicates when you collected, are collecting, or will collect the retail delivery fee or not

  • Expired: Past fee collection settings
  • Active: Your current fee collection setting
  • Scheduled: 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 in YYYY-MM-DD format (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)
Expiration Date

The end date of a fee collection setting in YYYY-MM-DD format (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 Tax Determination. 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

  • Status: Active
  • Collect Fee: Yes
  • Effective Date: 2022-07-01
  • Expiration Date: -

Minnesota

Line 1

  • Status: Active
  • Collect Fee: No
  • Effective Date: 2024-07-01
  • Expiration Date: -

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

  1. In the Retail Delivery Fee section of the Tax Preferences page, click Add a date next to Minnesota.
  2. Fill in the following information in the popup window:
    • Select Yes from the Collect Fee dropdown menu.
    • For Effective Date, enter 2024-09-01 or click the calendar icon and select the date.
    • You can leave Expiration Date blank, since your organization has no plans to stop doing business in Minnesota.
  3. Click Add date. The popup window will close.
  4. Click Save changes on the Tax Preferences page. A message will appear saying that your changes have been saved.

Your fee collection settings would now look like this:

Colorado

Line 1

  • Status: Active
  • Collect Fee: Yes
  • Effective Date: 2022-07-01
  • Expiration Date: -

Minnesota

Line 1

  • Status: Active
  • Collect Fee: No
  • Effective Date: 2024-07-01
  • Expiration Date: 2024-09-01

Line 2

  • Status: Scheduled
  • Collect Fee: Yes
  • Effective Date: 2024-09-01
  • Expiration Date: -

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 Tax Determination to not collect the Colorado retail delivery fee for the year 2025 and then start collecting the fee again in 2026:

  1. In the Retail Delivery Fee section of the Tax Preferences page, click Add a date next to Colorado.
  2. Fill in the following information in the popup window:
    • Select No from the Collect Fee dropdown menu.
    • For Effective Date, enter 2025-01-01 or click the calendar icon and select the date.
    • For Expiration Date, enter 2026-01-01 or click the calendar icon and select the date.
  3. Click Add date. The popup window will close.
  4. Click Save changes on the Tax Preferences page. A message will appear saying that your changes have been saved.

Your fee collection settings would now look like this:

Colorado

Line 1

  • Status: Active
  • Collect Fee: Yes
  • Effective Date: 2022-07-01
  • Expiration Date: -

Line 2

  • Status: Scheduled
  • Collect Fee: No
  • Effective Date: 2025-01-01
  • Expiration Date: 2026-01-01

Line 3

  • Status: Scheduled
  • Collect Fee: Yes
  • Effective Date: 2026-01-01
  • Expiration Date: -

Minnesota

Line 1

  • Status: Active
  • Collect Fee: No
  • Effective Date: 2024-07-01
  • Expiration Date: 2024-09-01

Line 2

  • Status: Scheduled
  • Collect Fee: Yes
  • Effective Date: 2024-09-01
  • Expiration Date: -

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.