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These categories are used to determine which tax rate to apply to a product. As you start creating product objects in our database, you’ll need to assign a categories to each one. While we offer an extensive category list, most items can fall under GENERAL_MERCHANDISE or a general product code within each of the sub-groupings (e.g. BEVERAGES is suitable for most drink products).
product_categoryDescription
GENERAL_MERCHANDISEThis category will cover most products and should be used as the default
EXEMPTUsed to denote a product as always exempt from taxes. Nearly all services (such as add-ons, or customization features) will fall under this category.
GIFT_CARDS
PRODUCT_INSURANCEOptional insurance fee added to invoice
product_categoryDescription
SAAS_GENERALSoftware as a service
SOFTWARE_DOWNLOADGeneral category for a one-time software purchase
SOFTWARE_B2BSoftware for enterprise server or business use
SOFTWARE_B2B_LICENSESoftware license for business use
SOFTWARE_PERSONALSoftware license sold to an individual
DIGITAL_VIDEO_STREAMEDVideo programming streamed over the internet
DIGITAL_VIDEO_STREAMED_LIVELive entertainment event streamed over the internet
DIGITAL_AUDIO_NONPERMANENT_USE_RIGHTS_DOWNLOADDownloaded media rights for less than permanent use
DIGITAL_AUDIO_PERMANENT_USE_RIGHTS_DOWNLOADDownloaded media rights for permanent use
DIGITAL_AUDIO_STREAMEDAudio programming streamed over the internet
DIGITAL_AUDIO_STREAMED_LIVELive audio streamed over the internet
DIGITAL_IMAGES_DOWNLOADPhotographic images
DIGITAL_GRAPHICS_DOWNLOADGraphics and art
GENERAL_SAAS_NO_MS_SERVERGeneral SaaS service fee, server outside the state
GENERAL_SAAS_WITH_MS_SERVERGeneral SaaS service fee, server inside the state
SAAS_WITH_DOWNLOAD_USEDSaaS with downloadable component, downloaded by customer
SAAS_WITH_DOWNLOAD_UNUSEDSaaS with downloadable component, not downloaded by customer
SAAS_WITH_DATABASE_ACCESSSaaS includes access to information service or database
SECURITY_SAAS_WITH_MS_SERVERSecurity SaaS service fee, server inside the state
SECURITY_SAAS_NO_MS_SERVERSecurity SaaS service fee, server outside the state
SECURITY_SAAS_DOWNLOADABLE_COMPONENTSecurity SaaS with downloadable component
CONFERENCING_SAAS_WITH_MS_SERVERConferencing & meeting SaaS service fee, server inside the state
CONFERENCING_SAAS_NO_MS_SERVERConferencing & meeting SaaS service fee, server outside the state
CONFERENCING_SAAS_DOWNLOADABLE_COMPONENTConferencing SaaS with downloadable component
SEPARATE_STATED_PROGRAMMING_IMPLEMENTATION_SAASSaaS implementation or set-up fees, separately stated on invoices
BUNDLED_PROGRAMMING_IMPLEMENTATION_SAASSaaS implementation or set-up fees, not separately stated on invoices
SEPARATE_STATED_CUSTOM_PROGRAMMING_SAASSaaS custom programming services, separately stated on invoices
BUNDLED_CUSTOM_PROGRAMMING_SAASSaaS custom programming services, not separately stated on invoices
OPTIONAL_SAAS_UPDATES_SUPPLIER_NO_MS_SERVEROptional maintenance agreement, software support & updates by supplier, server outside state
OPTIONAL_SAAS_UPDATES_SUPPLIER_WITH_MS_SERVEROptional maintenance agreement, software support & updates by supplier, server inside state
OPTIONAL_SAAS_HELPDESK_SUPPLIEROptional maintenance agreement, helpdesk support by supplier
OPTIONAL_SAAS_UPDATES_THIRDPARTY_NO_MS_SERVEROptional maintenance agreement, software support & updates by third party, server outside state
OPTIONAL_SAAS_UPDATES_THIRDPARTY_WITH_MS_SERVEROptional maintenance agreement, software support & updates by third party, server inside state
OPTIONAL_SAAS_HELPDESK_THIRDPARTYOptional maintenance agreement, helpdesk support by third party
REQUIRED_SAAS_UPDATES_SUPPLIER_NO_MS_SERVERMandatory maintenance agreement, software support & updates by supplier, server outside state
REQUIRED_SAAS_UPDATES_SUPPLIER_WITH_MS_SERVERMandatory maintenance agreement, software support & updates by supplier, server inside state
REQUIRED_SAAS_HELPDESK_SUPPLIERMandatory maintenance agreement, helpdesk support by supplier
REQUIRED_SAAS_UPDATES_THIRDPARTY_NO_MS_SERVERMandatory maintenance agreement, software support & updates by third party, server outside state
REQUIRED_SAAS_UPDATES_THIRDPARTY_WITH_MS_SERVERMandatory maintenance agreement, software support & updates by third party, server inside state
REQUIRED_SAAS_HELPDESK_THIRDPARTYMandatory maintenance agreement, helpdesk support by third party
INFRA_SERVICE_COMPUTE_MEMORY_NO_MS_SERVERIaaS CPU and RAM usage charges, analyzed as service, infrastructure within state
INFRA_SERVICE_COMPUTE_MEMORY_WITH_MS_SERVERIaaS CPU and RAM usage charges, analyzed as service, infrastructure outside state
INFRA_RENTAL_COMPUTE_MEMORY_NO_MS_SERVERIaaS CPU and RAM usage charges, analyzed as rental of TPP, infrastructure within state
INFRA_RENTAL_COMPUTE_MEMORY_WITH_MS_SERVERIaaS CPU and RAM usage charges, analyzed as rental of TPP, infrastructure outside state
INFRA_SERVICE_DATA_STORAGE_NO_MS_SERVERIaaS server storage and backup usage charges, analyzed as service, infrastructure within state
INFRA_SERVICE_DATA_STORAGE_WITH_MS_SERVERIaaS server storage and backup usage charges, analyzed as service, infrastructure outside state
INFRA_RENTAL_DATA_STORAGE_NO_MS_SERVERIaaS server storage and backup usage charges, analyzed as rental of TPP, infrastructure within state
INFRA_RENTAL_DATA_STORAGE_WITH_MS_SERVERIaaS server storage and backup usage charges, analyzed as rental of TPP, infrastructure outside state
product_categoryDescription
BEVERAGESGeneral category used for beverages for human consumption in the home
BEVERAGE_BOTTLED_WATERBottled water
BEVERAGE_CARBONATEDGeneral category for carbonated beverages
BEVERAGE_CARBONATED_JUICE_0_25_PERCENTCarbonated juice drink with less than 25% fruit or vegetable juice by volume
BEVERAGE_CARBONATED_JUICE_100_PERCENTCarbonated juice drink with 100% fruit or vegetable juice by volume
BEVERAGE_CARBONATED_JUICE_25_50_PERCENTCarbonated juice drink with between 25 and 50% fruit or vegetable juice by volume
BEVERAGE_CARBONATED_JUICE_50_70_PERCENTCarbonated juice drink with between 50 and 70% fruit or vegetable juice by volume
BEVERAGE_CARBONATED_JUICE_70_100_PERCENTCarbonated juice drink with between 70 and 100% fruit or vegetable juice by volume
BEVERAGE_CARBONATED_MINERAL_WATERCarbonated mineral water
BEVERAGE_CARBONATED_NA_BEER_WINECarbonated nonalcoholic beer or carbonated nonalcoholic wine
BEVERAGE_CARBONATED_WATER_SWEETENEDCarbonated flavored water with sweetener
BEVERAGE_CARBONATED_WATER_UNSWEETENEDCarbonated flavored water without sweetener
BEVERAGE_CARBONATED_WATERCarbonated water
BEVERAGE_COFFEE_TEA100% coffee or tea
BEVERAGE_ICE_COFFEEIced coffee
BEVERAGE_SWEET_TEASweetened tea (liquid or leaves)
BEVERAGE_UNSWEETENED_TEAUnsweetened tea (liquid or leaves)
BEVERAGE_MINERAL_WATERMineral water
BEVERAGE_DISTILLED_WATERDistilled water
BEVERAGE_SOFT_DRINKGeneral category for soft drinks
BEVERAGE_JUICEFruit juice contains over 50% to less than 70% juice by volume
BEVERAGE_FRUIT_JUICE_0_10_PERCENTJuice drink with less than 10% fruit juice by volume
BEVERAGE_FRUIT_JUICE_10_25_PERCENTJuice drink with between 10 and 25% fruit juice by volume
BEVERAGE_FRUIT_JUICE_100_PERCENTJuice drink with 100% fruit juice by volume
BEVERAGE_FRUIT_JUICE_25_50_PERCENTJuice drink with between 25 and 50% fruit juice by volume
BEVERAGE_FRUIT_JUICE_50_70_PERCENTJuice drink with between 50 and 70% fruit juice by volume
BEVERAGE_FRUIT_JUICE_70_100_PERCENTJuice drink with between 70 and 100% fruit juice by volume
BEVERAGE_VEGETABLE_JUICE_0_10_PERCENTJuice drink with less than 10% vegetable juice by volume
BEVERAGE_VEGETABLE_JUICE_10_25_PERCENTJuice drink with between 10 and 25% vegetable juice by volume
BEVERAGE_VEGETABLE_JUICE_25_50_PERCENTJuice drink with between 25 and 50% vegetable juice by volume
BEVERAGE_VEGETABLE_JUICE_50_70_PERCENTJuice drink with between 50 and 70% vegetable juice by volume
BEVERAGE_VEGETABLE_JUICE_70_100_PERCENTJuice drink with between 70 and 100% vegetable juice by volume
BEVERAGE_VEGETABLE_JUICE_100_PERCENTJuice drink with 100% vegetable juice by volume
BEVERAGE_JUICE_CONCENTRATE_0_25_PERCENTJuice concentrate with less than 25% juice by volume
BEVERAGE_JUICE_CONCENTRATE_100_PERCENTJuice concentrate with 100% juice by volume
BEVERAGE_JUICE_CONCENTRATE_25_50_PERCENTJuice concentrate with 25-50% juice by volume
BEVERAGE_JUICE_CONCENTRATE_50_70_PERCENTJuice concentrate with 50-70% juice by volume
BEVERAGE_JUICE_CONCENTRATE_70_100_PERCENTJuice concentrate with 70-100% juice by volume
BEVERAGE_MIXESGeneral category for mixes or powders used to make beverages
BEVERAGE_SOFT_DRINK_MIXMixes or powders used to make soft drinks
BEVERAGE_SWEET_TEA_MIXMixes or powders used to make sweetened teas
BEVERAGE_POWDER_MIXED_WITH_MILKMix or powder commonly mixed with milk to make a beverage
BEVERAGE_MILKMilk - contains primary dairy product or ingredient bases
ALCOHOL_BEERFermented malt beverage containing more than 3.2% alcohol by weight
ALCOHOL_COCKTAILMIXGeneral category for cocktail mixes and mixers
ALCOHOL_LIQUORGeneral category for distilled spirits and liquor
ALCOHOL_WINEGeneral category for wine and wine-based beverages
product_categoryDescription
BOOKSGeneral category for books
BOOKS_DIGITAL_ACCESSDigital books with web or streaming access only
BOOKS_DIGITAL_DOWNLOADDownloadable digital books
product_categoryDescription
CLOTHING_GENERALGeneral clothing. Most items will fall under this category
CLOTHING_ATHLETICSpecialized athletic clothing
CLOTHING_BATHING_SUITSBathing suits
CLOTHING_DIAPERSReusable cloth diapers. Disposable diapers should be categorized under HOME_DIAPERS_DISPOSABLE
CLOTHING_JEWELRYJewelry
CLOTHING_MATERNITYMaternity clothing
CLOTHING_SAFETYSafety clothing/equipment/footwear
CLOTHING_TODDLERToddler clothing targeted towards children up to age 5
CLOTHING_FORMALFormal wear
CLOTHING_UNIFORMSAthletic uniforms
CLOTHING_BELTBUCKLESBelt buckles
CLOTHING_NOTIONSSmall clothing objects or accessories, such as buttons, zippers, or snaps
CLOTHING_COSTUMESCostumes
product_categoryDescription
CBDTopical product contains cannabidiol
HOME_CBD_TOPICALTopical product contains cannabidiol
HOME_CBD_EDIBLEEdible product contains cannabidiol
product_categoryDescription
DIGITAL_DOWNLOAD_ART_VIDEODigital audio-visual works - download. Both images and video fall under this category.
DIGITAL_ACCESS_ART_VIDEODigital audio-visual works - web or streaming access only. Both images and video fall under this category.
DIGITAL_ACCESS_AUDIO_ONLYDigital audio works - web or streaming access only
DIGITAL_DOWNLOAD_AUDIO_ONLYDigital audio works - download
product_categoryDescription
EVENT_TICKETSTickets to both live, in-person events as well as virtual events
product_categoryDescription
FOOD_GENERALGeneral category used for food for human consumption in the home
FOOD_NUTRITION_BARGeneral category for a food or nutrition bar
FOOD_NUTRITION_BAR_CONTAINS_FLOURNutrition/energy bar that contains sweeteners or candy and also contains flour
FOOD_NUTRITION_BAR_NO_FLOURNutrition/energy bar that contains sweeteners or candy but does not contain flour
FOOD_NUTRITION_BAR_NO_SWEETENERSNutrition/energy bar with no sweeteners or candy
FOOD_BAKERYPRODUCTSmall batch bakery products such as bread loaves, pastries etc. Prepackaged bread and similar items are FOOD_GENERAL.
FOOD_SNACKSSingle-serving packages of crackers, chips, popcorn, etc
FOOD_BUNDLEGeneral category for bundled ‘baskets’ that contain food as well as other merchandise
FOOD_BUNDLE_MOSTLY_FOODBundled food basket in which more than 50% of the basket’s value comes from food products
FOOD_BUNDLE_MOSTLY_NON_FOODBundled food basket in which less than 50% of the basket’s value comes from food products
FOOD_CANDYGeneral category for products marketed as candy
FOOD_CANDYFORBAKINGExamples include chocolate chips and edible cake decorations. Several states exempt these even if other candies are taxable.
FOOD_MARSHMALLOWSMarshmallows
FOOD_CANDY_COATEDCandy-coated pretzels/cookies/wafers/cereal bars
FOOD_CANDY_WITH_FLOURCandy that contains flour
FOOD_FOODCOLORINGFood coloring
FOOD_SOLDTOBUSINESSFood sold to businesses for business use such as stocking an office break room
FOOD_ICECREAMContainers or packages of ice cream products greater than a single serving
FOOD_ICECREAMSINGLESERVESingle serving of an ice cream product
FOOD_SOLDTOBUSINESSFood sold to businesses for business use such as stocking an office break room
FOOD_FRUIT_SNACKSFruit snacks that contain fruit as their 1st ingredient. If fruit is not the first ingredient, categorize as FOOD_CANDY
FOOD_TRAIL_MIXGeneral category for trail mix or similar mixture of snack food pieces
FOOD_ROASTED_NUTSRoasted nuts
FOOD_SWEETENED_DRIED_FRUITSweetened dried fruit
SUPPLEMENTS_GENERALVitamins & minerals for human consumption - generally will have supplement facts
SUPPLEMENTS_ENERGY_DRINKEnergy drink with supplement facts
SUPPLEMENTS_FOOD_SUBSTITUTE_BARFood substitute bar - if nutrition facts instead of supplement facts, categorize under FOOD_NUTRITION_BAR
SUPPLEMENTS_FOOD_SUBSTITUTE_POWDERFood substitute supplements - if nutrition facts instead of supplement facts, categorize under BEVERAGE_MIXES
SUPPLEMENTS_OILEdible oil with supplement facts
product_categoryDescription
HOME_PERSONAL_CAREGeneral category for personal care products
HOME_ADULT_DIAPERSAdult diapers
HOME_BICYCLESBicycles
HOME_CONDOMSCondoms
HOME_COTTON_SWABSCotton swabs
HOME_FACE_MASKReusable or cloth mask
HOME_FACE_MASK_SINGLE_USEDisposable or surgical mask
HOME_N95_MASKN95 mask
HOME_FLOSSDental floss
HOME_INCONTINENCE_PRODUCTSIncontinence products
HOME_MOUTHWASHMouthwash (non-medicated)
HOME_HAND_SANITIZERHand sanitizer
HOME_SHAMPOOShampoo (non-medicated)
HOME_TAMPONSTampons or other feminine hygiene products
HOME_TOILET_TISSUEToilet tissue
HOME_TOOTHBRUSHToothbrushes
HOME_TOOTHPASTEToothpaste (non-medicated)
HOME_SUNSCREENSunblock/sunscreen
HOME_WIPESDisposable, hygienic cloth or paper cleaning wipes
HOME_PAPER_GOODSOther disposable household paper products
HOME_PAPER_PLATES_CUPSPaper plates and cups
HOME_PAPER_TOWELSPaper towels/paper napkins/facial tissues
HOME_PLASTIC_PLATES_CUPSPlastic plates and cups
HOME_CHARCOALCharcoal
HOME_BABY_GENERALBaby and toddler products
HOME_DIAPERS_DISPOSABLEDisposable diapers
HOME_BABY_BOTTLESBottles and nipples
HOME_BABY_LOTIONBaby lotion/shampoo/similar items
HOME_BABY_OILBaby oil
HOME_BABY_PACIFIERPacifiers and teething rings
HOME_BABY_POWDERBaby powder (non-medicated)
HOME_BABY_POWDER_MEDBaby powder (medicated)
HOME_BABY_WIPESBaby wipes
HOME_CAR_SEATSCar seats
HOME_CRIBSCribs
HOME_MEDICALBRACESMedical and therapeutic braces
HOME_BANDAGESBandages for first aid
HOME_MEDICINALProducts used primarily as health aids and therapeutic agents (non-prescription)
HOME_DENTURESDentures
HOME_THERMOMETERThermometers
HOME_ICYHOTSingle use therapeutic hot or cold products
HOME_SHOWERCAPShower cap
PRESCRIPTION_MEDSPrescription medication
HOME_ACNETREATNEMTAcne treatments
HOME_PETROLEUMJELLYPetroleum jelly labeled with drug facts
HOME_FEMININEHYGIENETampons, sanitary napkins, menstrual cups etc.
HOME_DENTURECLEANERSDenture cleaners
HOME_EYEGLASSES_CONTACTSEyeglasses or contact lenses
HOME_CONTACTSOLUTIONContact solution
HOME_SHOEPOLISHShoe Polish
product_categoryDescription
PERIODICAL_SUBSCRIPTIONPeriodical (magazine, newspaper, etc) delivered electronically
product_categoryDescription
PET_FOODPet food
product_categoryDescription
PLANT_NON_FOODPlants for home use - includes flowers, trees etc.
PLANT_SEEDS_FOODSeeds to grow food for personal consumption
PLANT_SEEDS_NON_FOODSeeds to grow plants that don’t produce food
PLANT_FOOD_ANNUALPlants to grow food for home consumption
PLANT_FOOD_PERENNIALPlants that will generate food over many
years,including fruit trees
product_categoryDescription
SHIPPINGCharges for shipping & handling