Guide: Using Winery Tax Reports

Tax Reporting is an important part of selling wine effectively online. If you are approaching a tax filing deadline, this document can help you understand how to get and use a Tax Report from Vinebase.

In this Article

How to Request a Tax Report

Sales Tax Summary Report

Sales Details Report

How to Request a Tax Report

To get a Tax Report from the orders you have processed through Vinebase, simply fill out the form linked below. You can choose from a pre-selected set of reports, or add exactly what you need in "Other". 

Request a Tax Report

Sales Tax Summary Report

This report will provide a sales tax jurisdiction-level detail on orders you have processed through Vinebase. Vinebase provides access to Avalara's Sales Tax calculation at no additional cost to you. 

As of January 16 2022, this report has the following structure.

time_period Dates covered by the report
jurisdiction_state State of Jurisdiction
jurisdiction_type Type of Jurisdiction (eg. city, county, state)
jurisdiction Name of Jurisdiction
state_assigned_code "Code" of tax element, reported directly from Avalara
taxable_amount_good_sold Total of Goods Sold (Wine)
taxable_amount_shipping_sold Total of Shipping Sold, including sold by Vinebase and by Winery
tax_rate Reported directly from Avalara
total_tax_vinebase_remitted Total of Tax Charged for Vinebase remitted orders
total_tax_winery_remitted Total of Tax Charged for winery remitted orders

Read more about Marketplace Tax Remittance here.

Sales Details Report

This report will provide a transaction-level detail on orders you have processed through Vinebase.

As of January 16 2022, this report has the following structure.

order_id The ID of the order, which you see in your Portal.
order_date The date of the order, in PST by default.
goods_sold The subtotal of the transaction, calculated as the sum all line items in the order (wines).
shipping_sold_by_winery Total of shipping charged to customer in non-cashback program orders.
shipping_sold_by_vinebase Total of shipping charged to customer in cashback program orders.
shipping_cashback Total of cashback received for order, for cashback program orders.
tax_charged Total of tax charged to customer.
vinebase_fee Total of Vinebase fees
stripe_payment_processing_fee Total of Stripe fees for credit card processing
tax_remitted_by Vinebase or Winery. Read about Marketplace Tax Remittance here.

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