Home
Inbox6
Tasks7
Workspace
Projects
Pipeline
Work Orders
Clients
Vendors
Finance
Outreach
Reports
Automations
Documents
Import
Settings
Get started0 of 8 done · about 13 min left
FSG
Home6Inbox7TasksProjectsMore

Tax rules

Whether a section is taxable, from state, trade, work type and property. The most specific rule wins; a tax-exempt certificate on the company beats everything.

Seeded from Wisconsin defaults · v3. Repairing real-property fixtures is taxable; replacement and new installs are not (real-property improvement); process equipment is reviewed case by case. Wendee reviewed Aug 28.

WI rules

Current version v3

ConstructionAny work · Any property
Non-taxablev31 section
ElectricalNew install · Any property
Non-taxablev31 section
ElectricalRepair · Any property
Taxablev31 section
General RepairsAny work · Commercial · process equipment
Taxablev34 sections

Cabinets/equipment in process facilities — review.

General RepairsAny work · Commercial · real property
Non-taxablev34 sections
HVACRepair · Any property
Taxablev31 section
MasonryAny work · Any property
Non-taxablev3
PaintingAny work · Any property
Taxablev32 sections
PavingAny work · Any property
Taxablev33 sections
PlumbingRepair · Any property
Taxablev33 sections

Repair of real property fixtures is taxable in WI.

PlumbingReplace · Any property
Non-taxablev33 sections

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

RoofingRepair · Any property
Taxablev34 sections
RoofingReplace · Any property
Non-taxablev34 sections

Try a scenario

See which rule fires

Non-taxable
WI · Plumbing · replace · any (rule v3) — Replacement of a fixture attached to real property is a real property improvement.
This exact line is saved on the section as its tax explanation.
Tax-exempt companies always come out non-taxable. Wendee’s overrides on a section need a reason and show in the sales-tax audit.