Step 2: Tax & Compliance
Configuring your state, tax rates, and compliance rules.
Step 2: Tax & Compliance
This step configures the static compliance settings that govern checkout and reporting.
State selection
Select your operating state from the dropdown. The system seeds:
- 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 category mapping: maps your product categories to state-required categories.
Tax configuration
State excise tax
- Special cannabis excise tax charged on top of the product price.
- Varies by state (for example, 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.
Sales tax
- Standard state sales tax.
- Some states exempt medical patients from sales tax.
Tax-inclusive pricing
- If enabled, displayed prices include all taxes.
- Disable to show pre-tax prices with tax added at checkout.
Compliance rules
Purchase limits
- Daily limit: maximum grams per customer per day.
- Monthly limit: maximum grams per 30-day rolling period.
- Medical limits: separate limits for medical patients, if applicable.
- These are auto-filled from your state's seeded values but can be adjusted.
ID verification
- Configure whether expired IDs are blocked.
- ID numbers must be entered manually; there is no scanning.
Important note
DubLedger does not enforce a dynamic state-specific rule engine beyond these static config values. Verify all values with your state regulator before going live.