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Florida sales tax collection

How to Collect Sales Tax in Florida | Step-by-Step Guide

What is Florida Sales Tax?

Florida Sales Tax is a consumption tax levied on the sale, storage, use, or rental of tangible personal property and certain services within the state. It’s a combination of state and local taxes.

Who Needs to Collect Florida Sales Tax?

Businesses with a physical presence in Florida (nexus) or making remote sales exceeding $100,000 annually must collect and remit Florida Sales Tax. This includes online retailers, out-of-state sellers, and businesses with physical stores.

What Items and Services are Taxable in Florida

Most goods and services are subject to Florida Sales Tax. However, there are exceptions. Taxable items typically include tangible personal property like clothing, electronics, and furniture. Taxable services often include admissions to events, rentals, and repairs. 

What is Florida Sales Tax Rates

Florida’s base sales tax rate is 6%. However, local jurisdictions may impose additional discretionary sales surtaxes. The combined sales tax rate can vary from 6.3% to 8.3% depending on the location of the sale.

What is Florida Sales Tax Holidays

A Florida Sales Tax Holiday is a specific period when residents can purchase certain items without paying state sales tax. These tax-free shopping events occur multiple times a year and typically focus on back-to-school supplies, disaster preparedness items, or other essential goods. The goal is to provide financial relief to consumers.hurricane preparedness items. These events provide temporary relief from sales tax on eligible purchases.

Florida Sales Tax Permit Registration Process

Steps to Obtain a Florida Sales Tax Permit

To obtain a Florida Sales Tax Permit, follow these steps:

  1. Register Online: The most efficient way is to register through Florida’s online Registration and Account Maintenance portal.
  2. Register by Mail: Alternatively, you can complete and submit Florida Form DR-1 by mail.
  3. Verify Information: After submitting your application, you can usually verify your permit status online within 24-48 hours.

Information Required for Florida Sales Tax License Registration

To complete the Florida Sales Tax Permit application, you will need the following information:

  • Business name, legal structure, and contact information
  • Physical address of your business location
  • Federal Employer Identification Number (FEIN) or Social Security number
  • Bank account information for tax payments
  • Details about the products or services you will be selling

What are Resale Certificates

A resale certificate is a legal document that allows businesses to purchase goods or services without paying sales tax. This is because the business intends to resell these items and will collect sales tax from customers at the time of sale.

Resale certificates are not required to obtain a Florida Sales Tax Permit. However, you may need them to purchase taxable items without paying sales tax if you intend to resell them.

Key Points:

  • Purpose: To avoid paying sales tax on purchases made for resale.
  • Requirement: Businesses must typically hold a resale license to obtain a certificate.
  • Validity: Certificates often expire and require renewal.
  • Resale certificates are issued by the state where your business is located, not by the state where you make purchases.

Sales Tax on Shipping Charges in Florida

Florida generally imposes sales tax on shipping charges. However, there are exceptions:

  • Taxable: Shipping charges are typically taxable if they are not separately stated on the invoice or if the customer cannot choose to pick up the item to avoid the shipping cost.
  • Non-taxable: If shipping charges are itemized on the invoice and the customer has the option to pick up the item, the shipping charges are not subject to sales tax.

Calculating and Collecting Sales Tax

How to Calculate Florida Sales Tax

Florida sales tax is calculated by adding a 6% state tax rate to the price of goods or services. However, the total tax rate can vary based on your location due to county-specific discretionary sales surtaxes. These can range from 0.5% to 2%.

Steps to Calculate Florida Sales Tax:

  1. Determine the base price of the item or service.
  2. Calculate the state sales tax: Multiply the base price by 6% (0.06).
  3. Determine the county surtax: Check the specific rate for your county. Multiply the base price by the county surtax rate.
  4. Add the state tax and county surtax to the base price to get the total cost.

Example: If you purchase an item for $100 in a county with a 1% surtax:

  • State tax: $100 * 0.06 = $6
  • County surtax: $100 * 0.01 = $1
  • Total cost: $100 + $6 + $1 = $107

Note: Florida has specific rounding rules for sales tax calculations. 

Taxable vs. Non-Taxable Items

  • Taxable items: Most goods and services are taxable in Florida.
  • Non-taxable items: Certain items like groceries, prescription drugs, and clothing (with some exceptions) are generally exempt from sales tax.

Displaying Sales Tax Information

Clearly display the total price including tax on sales receipts and invoices. Itemize taxes if required by local regulations.

What is Florida Sales Tax Rounding Rules

Florida sales tax is calculated to three decimal places and rounded up to the nearest cent if the third decimal is greater than 4. This rounding rule applies to both sales and use tax.

For example, if the calculated tax is $2.543, it would be rounded up to $2.55.

Note: These rules were implemented on July 1, 2021, replacing the previous bracket system.

Reporting and Remitting Sales Tax in Florida

Florida Sales Tax Filing Frequency

Florida determines sales tax filing frequency based on annual sales tax collected. Options include monthly, quarterly, semi-annually, or annually. Most businesses start quarterly, but this can change.

  • Over $1,000: Monthly
  • $501 – $1,000: Quarterly
  • $101 – $500: Semiannually
  • $100 or less: Annually

Sales Tax Due Dates

Florida sales tax returns are typically due on the 20th day of the month following the reporting period. For example, if you file quarterly, your return for January-March is due April 20th.  If this falls on a weekend or holiday, the due date is the next business day.

Sales Tax Payment Methods

Florida offers various payment methods for sales tax, including:

  • Electronic funds transfer (EFT)
  • Credit card
  • Check or money order

Penalties for Non-Compliance

Failure to file or pay sales tax in Florida can result in penalties and interest charges. It’s crucial to adhere to filing deadlines and remit the correct amount of tax.

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