Question 1

When is sales tax charged on B2B transactions?

Accepted Answer

Generally, B2B sales are taxable unless the buyer provides a reseller certificate or proof of tax exemption. Issueable lets you mark transactions as tax-exempt if a customer provides valid documentation, and the receipt reflects that exemption.

Question 2

How do I track sales tax across multiple states?

Accepted Answer

Different states have different tax rates and rules. Issueable supports receipts for all 50 US states and Canadian provinces, with two tax lines for combined state and local rates. You enter the applicable rate for each transaction — Issueable applies the rate you provide to the totals but does not determine or look up tax rates by location on your behalf. For automated multi-state rate determination and filing, pair it with a dedicated service like Stripe Tax, TaxJar, or Avalara.

Question 3

What if a buyer claims tax exemption?

Accepted Answer

You can mark a B2B transaction as tax-exempt on the receipt if the buyer has provided valid reseller or exemption documentation. Issueable includes fields for exemption certificates and compliance notes.

Question 4

What's a resale certificate and what should I do with it?

Accepted Answer

A resale certificate (sometimes called a reseller's permit, sales tax exemption certificate, or Form ST-3 / ST-4 / ST-5 depending on state) is the buyer's official statement that they're purchasing for resale and will collect sales tax themselves when they re-sell. As the seller, you keep the certificate on file (most states require 4–7 years of retention) and don't charge sales tax on the transaction. Reference the certificate number in the receipt's notes ("Tax-exempt, Resale Cert #12345 on file") so an auditor can trace the exemption back to a real document.

Question 5

What is economic nexus and when do I need to register in another state?

Accepted Answer

Since the South Dakota v. Wayfair Supreme Court ruling (2018), most states require remote sellers to collect sales tax once their sales into that state cross an economic nexus threshold, typically $100K in sales OR 200 transactions per state per year. Cross the threshold, register for a sales tax permit in that state, file periodic returns, remit collected tax. Issueable's two tax lines support state + local rates; for the registration and filing side, services like Stripe Tax, TaxJar, and Avalara automate the cross-state compliance.

Question 6

Are services taxable like goods?

Accepted Answer

Depends entirely on the state. About a dozen states tax most services (Hawaii, New Mexico, South Dakota, West Virginia, and others); some tax specific service categories (data processing, digital advertising, landscape design); many tax goods but exempt services entirely. Always check the state's department of revenue for service taxability rules. Some states even draw distinctions within services, repair labor on tangible goods is often taxable while pure consulting is not. Issueable supports per-line-item tax flags if your state has split treatment.

Question 7

What's the difference between a receipt and an invoice for tax purposes?

Accepted Answer

A receipt confirms payment was received; an invoice requests payment. For sales tax, both work the same way, tax is calculated on the sale and shown on either document. The difference matters for your accounting: receipts hit revenue immediately (cash basis), invoices may sit as accounts receivable until paid (accrual basis). Some businesses issue both: the invoice gets sent for payment, the receipt gets issued when payment lands. Issueable handles both flows.

Question 8

Do I need to charge sales tax on shipping and handling?

Accepted Answer

Varies by state. About 30 states tax shipping when it's part of a taxable sale; the rest exempt it if it's separately stated on the receipt. Best practice: list shipping as a separate line item rather than bundling it into the goods price. That way, if you're in a state that doesn't tax shipping, you can apply the tax flag to goods only. The notes section is a good place to call out shipping treatment ("Shipping is taxable in this state per [state] Reg [section]").

B2B Sales Tax Receipts

Common B2B receipt patterns

Wholesale Distributors

B2B Service Providers

Manufacturing & Production

What B2B tax receipts need

Tax Exemption Handling

Multi-State Tax Compliance

Item-Level Tax Tracking

Resale Certificate Reference

Sales-Tax Receipt FAQ

When is sales tax charged on B2B transactions?

How do I track sales tax across multiple states?

What if a buyer claims tax exemption?

What's a resale certificate and what should I do with it?

What is economic nexus and when do I need to register in another state?

Are services taxable like goods?

What's the difference between a receipt and an invoice for tax purposes?

Do I need to charge sales tax on shipping and handling?

Why B2B Receipts Need Special Tax Handling

Create a B2B sales tax receipt

B2B Sales Tax Receipts

Common B2B receipt patterns

Wholesale Distributors

B2B Service Providers

Manufacturing & Production

What B2B tax receipts need

Tax Exemption Handling

Multi-State Tax Compliance

Item-Level Tax Tracking

Resale Certificate Reference

Sales-Tax Receipt FAQ

When is sales tax charged on B2B transactions?

How do I track sales tax across multiple states?

What if a buyer claims tax exemption?

What's a resale certificate and what should I do with it?

What is economic nexus and when do I need to register in another state?

Are services taxable like goods?

What's the difference between a receipt and an invoice for tax purposes?

Do I need to charge sales tax on shipping and handling?

Why B2B Receipts Need Special Tax Handling

Related guides

Create a B2B sales tax receipt