Sales and Use Tax Matrix

Items Purchased/Tax
Applied by Vendor
Receipt Shows Taxed at 8.75%
(San Francisco rate)
No Sales Tax
Goods/Software with CD

US Bank Access Online Steps: Tax at 8.5%

  • Check Tax Code (8): SF
  • Check Tax Amount (9): s/b same as on receipt

US Bank Access Online Steps: Tax at 8.5%

  • Check Tax Code (8): SF
  • Check Tax Amount (9): s/b same as on receipt

Services/Downloaded Software/Gift Cards/
Registration

US Bank Access Online Steps: No Sales Tax or Use Tax

Work with vendor to reverse sales tax charge at point of sale, then proceed to:

  • Check Tax Code (8): 00
  • Check Tax Amount (9): s/b same as on receipt

US Bank Access Online Steps: NO Sales Tax or Use Tax

  • Check Tax Code (8): 00
  • Check Tax Amount (9): s/b blank
Mixed Goods and Services

US Bank Access Online Steps: Tax goods at 8.5% and no tax for services

  • Add line for services
  • Line 1: Goods
    • Check Tax Code (8): SF
    • Check Tax Amount (9): same as on receipt
  • Line 2: Services
    • Check Tax Code (8): 00

US Bank Access Online Steps: Tax goods at 8.5% and no tax for services

  • Add line for services
  • Line 1: Goods
    • Check Tax Code (8): SF
    • Check Tax Amount (9): same as on receipt
  • Line 2: Services
    • Check Tax Code (8): 00
    • Check Tax Amount (9) s/b blank

US BANK ACCESS ONLINE: ALLOCATION EXAMPLE – GOODS

 

US BANK ACCESS ONLINE: ALLOCATION EXAMPLE – SERVICES