Step 2: Tax & Compliance
This step configures the compliance rules that govern how DubLedger enforces state regulations.
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State Selection
Select your operating state from the dropdown. The system auto-configures:
- Tracking System: METRC, BioTrack, or Leaf Data Systems based on your state.
- Default Tax Rates: State excise tax, standard sales tax, and typical local rates.
- Purchase Limits: Daily and monthly gram limits for recreational and medical customers.
- Age Requirements: 21+ for recreational, 18+ for medical.
- Regulatory Preset: Maps your product categories to state-required regulatory categories.
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Tax Configuration
State Excise Tax
- Special cannabis excise tax percentage charged on top of the product price.
- Varies by state (e.g., California 15%, Colorado 15%, Washington 37%).
- Review the auto-filled value and adjust if your jurisdiction differs.
Local Tax
- Additional tax charged by your city, county, or special district.
- Combine all local surcharges into one percentage.
- Some states apply local tax to the post-excise amount.
Sales Tax
- Standard state sales tax.
- Some states exempt medical patients from sales tax.
Tax-Inclusive Pricing
- If enabled, displayed prices include all taxes.
- Some states require this for cannabis retail.
- Disable to show pre-tax prices with tax added at checkout.
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Compliance Rules
Purchase Limits
- Daily Limit: Maximum grams per customer per day.
- Monthly Limit: Maximum grams per 30-day rolling period.
- Medical Limits: Separate (usually higher) limits for medical patients.
- These are auto-filled from your state's rules but can be overridden.
ID Verification
- Require ID Scan: Whether all customers must have their ID scanned (recommended).
- Accepted ID Types: Driver's license, state ID, passport, military ID.
- Expiration Check: Block sales with expired IDs.
- Minimum Age: 21 for recreational, 18 for medical.
Medical Card Requirements
- Whether a valid medical card is required for medical purchases.
- Medical card expiration tracking.
- Patient registry validation (where supported).
Lab Testing
- Require lab tests for all products before sale.
- Block sales of products with expired lab tests.
- Track lab test URLs for inspector access.
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After Saving
Your compliance configuration is applied immediately. All sales will enforce these rules at checkout. You can adjust any setting later via Settings → Compliance.