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Rule change

California sales tax rate change

fixtures/notices/ca-tax-notice.pdfOpened Sep 26Status: Approved

Clause 1

“Update the California statewide base sales tax rate from 7.25% (0.0725) to 7.50% (0.0750), effective January 1, 2027.”

INVCALC.rpgleScroll sideways for full lines
29 * Set rate
30C                   EVAL      TaxRate  = 0.0725
31 *
32 * Check override
33C     CustType      CHAIN     TAXTBL
34C                   IF        %FOUND
35C                   EVAL      TaxRate  = TBTAXRT
36C                   ENDIF
37 *
  • Line 30Traced by BobBob's confidence 1.00
  • Lines 33 to 36AnsweredBob's confidence 0.70

Clause 2

“The rate change applies to the base state rate only. County, city, special district, and contract (pre-negotiated) rates must not be changed.”

INVCALC.rpgleScroll sideways for full lines
38 *
39C                   IF        CustType = 'C2'
40C                   SETON                                        42
41C                   ENDIF
42 *
43C                   IF        *IN42 = *ON
44C                   EVAL      TaxRate  = 0.0525
45C                   ENDIF
46 *
  • Lines 39 to 41, 43 to 45AnsweredBob's confidence 0.50

Clause 3

“All invoicing and billing systems that calculate California state sales tax must be updated no later than December 31, 2026.”

INVCALC.rpgleScroll sideways for full lines
29 * Set rate
30C                   EVAL      TaxRate  = 0.0725
31 *
  • Line 30Traced by BobBob's confidence 1.00

Clause 4

“Table-driven override logic in TAXTBL (or equivalent) must be reviewed to ensure it does not interfere with the new statutory rate.”

TAXTBL.ddsScroll sideways for full lines
1A            R TAXTBLR
2A              TBTYPE         2        COLHDG('CUST' 'TYPE')
3A                                      TEXT('Customer type')
4A              TBTAXRT        7  4     COLHDG('TAX' 'RATE')
5A                                      TEXT('Override tax rate for type')
6A              TBDESC        30        COLHDG('DESCRIPTION')
  • Lines 1, 4 to 5Traced by BobBob's confidence 0.90
INVCALC.rpgleScroll sideways for full lines
32 * Check override
33C     CustType      CHAIN     TAXTBL
34C                   IF        %FOUND
35C                   EVAL      TaxRate  = TBTAXRT
36C                   ENDIF
  • Lines 33, 35AnsweredBob's confidence 0.90