SuccessFund could automate their program so that when the required fields are selected designating the fundraiser as a Taxable fundraiser that is not using a one-day tax free day, their program can apply the 8.25% sales tax to each sale/transaction for that fundraising campaign and back this out of the gross amount of each sale and this taxable amount can automatically be coded to the district's sales tax account code on the batch report that gets uploaded into eFinance. This is a critical piece and if we are not able to get a quick resolution, we may be put in a situation where the district may consider prohibiting campus clubs and organizations from using SuccessFund for taxable sales until the issue is resolved.

I have also inquired about the sales tax separate line item. As of right now, prior to the launch of the campaign, it is not clear how much the parton will have to pay with all the fees and sales tax without calculating it separately. This is only visible when pretending to make a purchase. It would be great if we could see the line items and add a sales tax line item to the editing pages. If sales tax is selected, a separate box to select the percentage should show to complete the process. This will also help whenever a refund is needed. I know we can now select the amount to be refunded but it still does not show the exact break down of what the patron paid to be able to select which items you would like to refund. It would be a great feature on the refund page to list product, cc fees, SF fee, and sales tax with boxes next to each. Then when refunding it can be selected exactly which line items are to be refunded.

Fundraisers are not taxable.

If we use SuccessFund for taxable items, we currently list the price as tax included and then manually separate the tax when uploading the deposit to our financial system. It would be great if we could mark which items are taxable and our upload report could separate the sales tax. The option to add tax or include tax would be nice. Our schools often like to charge an even dollar amount for the price. One thing to note for us is that we have two cities in our District that charge a higher sales tax rate, so we would need the ability for a unique tax rate based on location.

Sales tax rules vary by state. Some states do not have a sales tax, other states exempt sales tax on food items, other states may have "tax free" days or exempt school fundraisers from sales tas. Schools in Idaho are sales tax exempt, but that is only when they are buying items for their use in the schools and classrooms. When you are selling an item to a student or patron that student or parent is most likely not exempt from paying sales tax. In Idaho donations and contributions would be tax exempt, but many fundraisers are taxable, if you are selling items such as event tickets, clothing, food to students, parents, or the general public we are required to collect sales tax. Right now our Success Fund users have to build the cost of sales tax into the item they are selling, then when they record the receipts, they seperate out the sales tax from the proceeds and we remit that sales tax monthly to the state. It would be a nice feature to have success fund calculate and even separate out the sales tax. This would save us from some math homework and having to do it manually.

For fundraiser sales to not be taxable, they must be used for either 1) supplies, 2) equipment, or 3) student travel. All other uses cause the sales to be taxable. (See Utah State Tax Commission Publication 35, under "Non-taxable sales".) The feature you add, if you do so, would need to ask the organizer what the intended use of the proceeds are. If it meets the supplies, equipment, or student travel criteria, then you can treat it as non-taxable. If not, sales tax must be collected and properly reported to the district so we can remit it to the state in our Sales Tax Returns.

We generally do not use SuccessFund for items subject to sales tax. But if we did, we are able to track and calculate sales tax based on the account/category the revenue is subsequently recorded to in our accounting system.

I too have requested a sales tax feature be added. I believe a check box when creating the campaign to denote whether sales tax is applicable to the item(s) being sold would be ideal. The sales tax rate is the same for our entire district, so it would be nice for administration to be able to setup the rate in advance. If a district had multiple sales tax rates, these could also be setup in advance, assigned similar to bank accounts to campuses/departments, and confirmed during the approval process. Lastly, the sales tax needs to be able to be reportable for remittance each quarter by easily running a report.

Most of the fundraisers that we have that are taxable are in person sales so we don't collect through SuccessFund. I just enter the total net proceeds manually as an offline transaction once the campaign has ended.

We have never charged sales tax on a fundraiser and I don't think that is required by law in our state.

When we have a fundraiser that requires sales tax, we have to go in during the approval process and make a note that it is taxable. It would be great to be able to have the tax already calculated, as well as the fees successfund charges so we can cover those amounts with the cost of the item. For example, if we purchase a shirt for $13, we are charged $1 per transaction plus 5% for cost recovery, then we add 1.825% in sales tax. That totals $15.73. So if we charge $20.00 per shirt then we will get a "profit" of $4.27. It would be nice to have a way to have it calculated for us so we can tell the sponsor if the fundraiser is a good fundraiser. $4.27 per shirt may not be a good option for a fundraiser and they may want to look at other options.

It would also be great to pull a report. Currently when I pull the report, I have to create a pivot table for each campus. To be able to pull a report that lists the total taxes, fees, and amount after fees for each fundraiser would be great. Maybe a way to choose the fundraiser instead of the campus.

We would like the ability to designate each fundraiser item as either taxable or non-taxable through a simple Yes/No selection. This functionality would allow multiple items to be sold within a single fundraiser while ensuring that sales tax is calculated and collected only on taxable items.

Additionally, we would like a year-end report that summarizes the total sales tax collected by campaign budget code. This report would provide the necessary information for tax reporting and reconciliation purposes.

A sales tax feature would be very beneficial to have on campaigns. The ability for it to be included or excluded depending on the campaign with the local rate. To also have a quarterly report option for the sales tax reporting for the state would help tremendously.

Thanks everyone for the great input on this. Quick follow-up so we design the routing correctly:

Once sales tax is collected, where does it live until you remit it to the state? Specifically:

1. Does it sit in the same account assigned to receive the campaign proceeds, or get moved to a separate/district account?

2. Does it land on its own account code or budget line (separate from the campaign account code)?

Understanding how you currently route and hold the tax portion will help us make sure the feature puts those funds in the right place automatically.

@Shirley Johnston @Catrina Lotspeich @Chelcie Howley @Scott Tucker @Jessica Brown @Susan Edwards @Charlotte Bacon @Chris James @Chris Lewis @Christy Hart @Scott Hyde @Shelley Palacio @Kari Austin @Activity Funds @Penny Pierce @Megan Williams

We are centralized so it stays in the same bank account, but on paper we have it split into a sales tax clearing account.

@Mark Walker Ours for Wicomico County MD is held in a separate account and is separated when the deposit is made. So a line item for the merchandise in the fundraiser account and a line item for sales tax in the liability for sales tax account.

We use same account code as campaign and same bank account.