Sales-tax report

Every billed section with its rule result. Morgan reviews the uncertain rows; Wendee files from the totals.

Open tax rules

Period

State

Taxable sales

$1,800

of $16,800 billed · Q3 2026

Tax collected

$101

WI 5.6% (state 5% + Waukesha/Milwaukee Co.) · basis: full price

Uncertain rows

Review, override with a reason, or remove

Rows

2 projects · none removed

Billed sections — Q3 2026

Project · section	Service · work · property	Rule	Tax?	Price	Tax
23235§1 Replace 6 wall-hung toilets and flush valves, Bldg 1 south restrooms Harley-Davidson · Milwaukee, WI · billed Jul 27	Plumbing — Fixture Replacement Replace · Commercial · process	WI · Plumbing · replace · commercial process → non-taxable (rule v3)	Non-taxable	$11,100	$0
23235§2 uncertain Replace vanity cabinet in break room (process area) Harley-Davidson · Milwaukee, WI · billed Jul 27	General Repairs / Carpentry Replace · Commercial · process	WI · General Repairs · replace · commercial process → taxable (rule v3)	Taxable	$1,800	$101
23228§1 uncertain Inspect and repair 4 leak locations KinderCare Learning Centers · West Des Moines, IA · billed Jul 2	Roofing — Repair Repair · Commercial · real property	IA · Roofing · repair · commercial real property → non-taxable (rule v1)	Non-taxable	$3,900	$0
WI: $1,800 taxable · tax $101 · 1 uncertainIA: $0 taxable · tax $0 · 1 uncertain				$16,800	$101

Totals by state

State	Taxable	Non-tax	Tax
WI 2 rows · 1 ⚠	$1,800	$11,100	$101
IA 1 rows · 1 ⚠	$0	$3,900	$0
NC 0 rows	$0	$0	$0

IA and NC rows are non-taxable by the v1 placeholder rule and always flagged — FSG isn't registered there yet.

Rules in effect

· v3 · WI

Edit

Trade	Work	Property	Result
Plumbing Repair of real property fixtures is taxable in WI.	Repair	any	Taxable
Plumbing Replacement of a fixture attached to real property is a real property improvement.	Replace	any	Non-tax
Roofing	Repair	any	Taxable
Roofing	Replace	any	Non-tax
General Repairs Cabinets/equipment in process facilities — review.	any	process	Taxable
General Repairs	any	real prop.	Non-tax
Paving	any	any	Taxable
Painting	any	any	Taxable
Masonry	any	any	Non-tax
Construction	any	any	Non-tax
HVAC	Repair	any	Taxable
Electrical	Repair	any	Taxable
Electrical	New Install	any	Non-tax
IA · Any Out-of-state — review with Wendee.	any	any	Non-tax
NC · Any Out-of-state — review with Wendee.	any	any	Non-tax

Project · section

Tax?

Price

Tax

23235§1

Replace 6 wall-hung toilets and flush valves, Bldg 1 south restrooms

Harley-Davidson · Milwaukee, WI · billed Jul 27

Non-taxable

$11,100

23235§2 uncertain

Replace vanity cabinet in break room (process area)

Harley-Davidson · Milwaukee, WI · billed Jul 27

Taxable

$1,800

$101

23228§1 uncertain

Inspect and repair 4 leak locations

KinderCare Learning Centers · West Des Moines, IA · billed Jul 2

Non-taxable

$3,900

WI: $1,800 taxable · tax $101 · 1 uncertainIA: $0 taxable · tax $0 · 1 uncertain

$16,800

$101

State

Taxable

Non-tax

Tax

WI 2 rows · 1 ⚠

$1,800

$11,100

$101

IA 1 rows · 1 ⚠

$3,900

NC 0 rows

Trade

Work

Result

Plumbing

Repair of real property fixtures is taxable in WI.

Repair

Taxable

Plumbing

Replacement of a fixture attached to real property is a real property improvement.

Replace

Non-tax

Roofing

Repair

Taxable

Roofing

Replace

Non-tax

General Repairs

Cabinets/equipment in process facilities — review.

any

Taxable

General Repairs

any

Non-tax

Paving

any

Taxable

Painting

any

Taxable

Masonry

any

Non-tax

Construction

any

Non-tax

HVAC

Repair

Taxable

Electrical

Repair

Taxable

Electrical

New Install

Non-tax

IA · Any

Out-of-state — review with Wendee.

any

Non-tax

NC · Any

Out-of-state — review with Wendee.

any

Non-tax