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California State Tax Reporting

Distributor setup for California state tax reporting in Encompass: required Locations Product Types State Tax Codes for beer, kegs, wine and distilled spirits. Requires v25.04+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 25.04

Pre-Conditions

Beer & Wine
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To comply with the state, the Locations Product Types State Tax Code MUST be:

  • 'Beer' for Beer Case Gallons
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  • 'Keg' for Beer Keg Gallons
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  • 'Wine' for Still Wine not over 14%
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  • 'Liquor' for Still Wine over 14%
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  • 'NA' for Sparkling Wine

Distilled Spirits
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To comply with the state, the Locations Product Types State Tax Code MUST be:

  • 'Spirits100' for Distilled Sprits 100 Proof and Under
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  • 'Spirits101' for Distilled Sprits over 100 Proof

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