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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.