← Back to Help Center
Tax & Bookkeeping

Sales tax rate changes

Handle rate changes without errors.

Updated Feb 9, 2026

Overview

Sales tax compliance depends on state rules and product categories. Handle rate changes without errors.

Diagnostics

  • Confirm whether your state requires vending sales tax.
  • Identify taxable vs non-taxable items.
  • Review filing frequency requirements.

Resolution steps

  • Set aside a percentage of taxable sales.
  • File sales tax returns on time.
  • Maintain product category records.

Preventive maintenance

  • Review state rules annually.
  • Use accounting tags for taxable items.
  • Keep sales summaries by location.

When to contact support

  • Not registered for sales tax where required.
  • Missed filings or penalties.
  • Unclear product taxability rules.

See packages and pricing at /tax-services. Talk to a specialist at /contact.

Expanded guidance

  • Confirm all steps are documented so the next technician can reproduce the results.
  • Capture before/after metrics (errors cleared, sales restored, or uptime improved).
  • Review machine, reader, or route settings to ensure they match location standards.

Common pitfalls

  • Skipping a controlled test leads to false positives.
  • Updating hardware without documenting configuration changes.
  • Forgetting to verify payout, refund, or reconciliation data after changes.

Next-step checklist

  • Run a final test with known-good inputs.
  • Log the outcome with date, time, and device identifiers.
  • Schedule a follow-up check if the location has high traffic or seasonal demand.

<!-- expanded:v2 -->

Additional details

Operational notes

  • Document changes with time, machine ID, and location name.
  • Verify settings, pricing, and service modes after each fix.
  • Capture before/after results to confirm resolution.

Field checklist

  • Test with known-good inputs and controlled conditions.
  • Validate telemetry, alerts, and payment logs where applicable.
  • Confirm location expectations and update the site contact.

Common root causes

  • Configuration drift after firmware or component swaps.
  • Inconsistent power or network conditions at the location.
  • Gaps in preventive maintenance routines.

Next steps

  • Monitor for 7 days and note any repeat errors.
  • Schedule follow-up if the site is high-traffic.
  • Escalate with full logs and photos if issues repeat.

Tax & bookkeeping details

Reporting cadence

  • Reconcile bank feeds weekly and close monthly.
  • Compare cash vs cashless performance by route.

Documentation

  • Store receipts with clear category tags and dates.
sales-taxcompliancestaterate-change