Section 1: Activation
When you first access the Taxable Transaction settings, you'll need to activate them.
👉🛑 If your customers are not required to pay state or local sales tax for any of your products or services, you may skip these settings.
✅ Check the option to activate checklist options.
👀 Review the Sales Tax Terms of Use.
Section 2: Taxable Transactions
The taxable transaction settings let you select:
which tax categories
for which property categories
are subject to state or local sales tax.
— Tax Categories
Tank Track offers built-in tax categories, which are used to classify products and services.
Tax Category | Example Products and Services |
Product | Effluent Filter Additives Alarm Sensor Aerator Pump |
Septic Service | Pump Septic Tank Clean Grease Trap |
Product & Service | Replace Effluent Filter Replace Riser Lid |
Inspection | Real Estate Inspection Septic System Inspection |
Labor | Dig Tank Cover Repair Inlet Diagnose Alarm |
Maintenance Agreement | Annual Maintenance Plan Aerobic System Maintenance Plan |
Plumbing Service | Clean Drain Repair Piping Unclog Toilet |
Rental | Weekly Portable Rental Monthly Portable Rental |
Shipping | Shipping Charges Expedited Delivery Fees |
System Installation | Install Septic System Install Drainfield |
Warranty | Standard Warranty Plan Extended Warranty Plan |
— Property Categories
Tank Track also offers built-in property categories. These property categories are used to classify properties in the contact-property detail page.
Property Category | Example Properties |
Residential | Houses Apartments Cabins |
Commercial | Business Offices Restaurants Processing Plants |
Municipal | City Offices County Courthouses Public Parks |
Tax-Exempt | Churches Non-Profit Organizations Federal Agencies |
Other | Construction Sites Farmland Easements |
ℹ️ Tax-exempt properties are not included in taxable transactions because they are, by their own definition, not subject to sales or local sales tax.
1️⃣ Add States and Regions
👆 
Clicking the Edit States button opens a list of states and Canadian provinces and territories.
✅ Select each state, province, and territory:
in which your business provides products and services
that are subject to state or local sales tax.
ℹ️ For example, if you provide products and services in Illinois and Indiana, and both of those states require your customers to pay state or local sales tax for those products and services, select both Illinois and Indiana.
Each selected state, province, and territory will be listed across the top column of the taxable transactions table.
2️⃣ Assign Tax and Property Categories
For each state, province, and territory appearing in the top column of the taxable transaction table:
✅ Select the tax categories and property categories that are subject to state or local sales tax.
Assign Tax and Property Categories: Examples
— Example 1
Assume that your business provides septic pumping, grease trap cleaning, and portable rentals in Illinois and Indiana and that:
Illinois charges state or local sales tax for portable rentals on all property categories, except for municipal properties.
Indiana charges state or local sales tax for all products and services on commercial properties.
In this case:
for Illinois:
✅ select the rental tax category for the residential, commercial, and other property categories.
for Indiana:
✅ select all tax categories for the commercial property categories.
— Example 2
Assume that your business provides septic pumping, grease trap cleaning, and portable rentals in Wisconsin and that Wisconsin charges state or local sales tax for:
portable rentals that exceed 30 days, on all property categories, except for municipal properties;
septic pumping and grease trap cleaning on commercial properties categories; and
products (goods) on all property categories, except for municipal properties.
In this case, you would:
✅ select the rental tax category for the residential, commercial, and other property categories;
✅ select the septic services tax category for the commercial property category; and
✅ select the products tax category for the residential, commercial, and other property categories.
3️⃣ Assign Tax and Property Categories to Your Products and Services
Once you've finalized your taxable transactions settings, you'll assign tax categories to your products and services that are subject to state or local sales tax in ⚙️Settings -> Section 8: Products and Services.