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Taxes

This article will explain how to set up or edit taxes in Flowhub Maui.

Valerie avatar
Written by Valerie
Updated over 2 months ago

Maui’s intuitive tax logic allows dispensaries to set taxes quickly and efficiently. Because Maui can handle multi-state operators, you can set taxes to apply to stores in specific states. Maui's tax settings also allow you to customize taxes by customer types and categories. It is highly recommended that you work with a tax official familiar with your local tax laws to set your tax rates.

Set Up a Tax

  1. Navigate to "Pricing and Taxes" using the top right menu in the Maui window.

  2. Select "Taxes" from the top tab.

  3. Select "New Tax."

  4. Select the Customer Type tax will apply to.

    • MED = This tax will only be applied to Carts belonging to Medical Patients with Medical Customer profiles in Flowhub.

    • REC = This tax will only be applied to Carts belonging to Recreational customers or Guest Checkout customers in Flowhub.

    • BOTH = This tax will be applied to all carts regardless of Customer Type.

  5. Name the Tax and set the Percentage.

    • NOTE: You will not be able to re-use the same Tax Name for multiple taxes. For example - if you have multiple locations and they each have their own Sales Tax, we recommend including the name of the State or Municipality in the Tax Name, such as "CA State Sales Tax" vs. "MA State Sales Tax".

  6. Calculate Tax before Discounts:

    • This setting is optional and is only for certain states or municipalities where Taxes must be calculated before any Discounts are applied to a cart.

    • Check your local tax laws to see if this applies to you.

  7. Cumulative Taxes (enabled in Store Settings):

    • Please reference our article on Cumulative Taxes here.

  8. Tax By Potency Field:

    • This setting is optional and is only for certain states with regulations on taxation per potency, such as Connecticut.

    • Enter the Tax Name, select if the tax should apply to %THC or mgTHC, and enter the amount of tax in $ per unit of %THC or mgTHC, depending on what is selected.

    • Check your local tax laws to see if this applies to you.

  9. Select which State this Tax will apply to. You will only see States in this list for which you have Store locations in Flowhub.

  10. Select each Store this tax will apply to.

  11. Select the Categories this tax will apply to.

    • Any category with a "Reg Type" on the right side of the page will be a regulated cannabis product.

    • Any category with no Reg Type or blank Reg type is an unregulated accessory or CBD item.

    • Select the checkbox next to "Name" to assign a tax to all categories, or select specific categories to which a Tax should apply.

    • TIP: If you have a Category that needs its own tax rate (such as Edibles) - you will build that as its own separate Tax in Flowhub.

  12. Select "Save" on the top right corner.

Edit a Tax

  1. Navigate to "Pricing and Taxes" using the top right menu in the Maui window.

  2. Select "Taxes" from the top tab.

  3. Select the Tax you wish to edit.

  4. Select "Edit" on the right side of the window.

  5. Make any necessary edits and then select "Save."

Note: To create or edit taxes, you must have permissions for Taxes, Regulatory Types, and Categories associated with your current role.

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