Act on the result
Compare the required displayed price with the current customer price and document the confirmed tax basis.
Educational only: Business decision support, not accounting, tax or legal advice.
Privacy: No account is required. Tool inputs and results stay in this browser. Anonymous categorical usage analytics send only governed page, tool, cluster and action identifiers; tool inputs and results are never sent. Error monitoring is disabled. Optional saved state stays only on this device.
Update policy: Reviewed when formulas or official dependencies change.
Scope: US small-business planning using your own assumptions.
What this planner helps you decide
Best for
Businesses checking a customer price against confirmed US sales tax treatment.
Outputs
Required retained and displayed prices, tax component, gross profit, gross margin and current-price gap.
Start here
Confirm the taxable-sale scope and applicable rate, then enter cost and target retained margin.
Use a different tool when: Do not use this to set a price for a target gross margin; use Target Margin & Pricing Planner for that decision. Use this tool to protect retained margin using a combined state and local sales-tax rate confirmed for the actual sale.
Price & margin
US Sales-tax-aware Pricing: required retained and displayed prices
Required retained and displayed prices, tax component, gross profit, gross margin and current-price gap.
sales tax-aware price assumptions
Use one sales tax basis. Inputs do not determine tax.
Your numbers stay in this browser
Enter per-unit cost on the selected sales tax basis.
Gross profit share retained before sales tax.
Only a confirmed taxable sale is supported.
Optional comparisonAdd a comparison value only when it helps your decision.
Optional comparison price on the selected sales tax basis.
Tax treatmentKeep the warning when treatment is uncertain.
Confirm whether the entered cost includes tax.
Use the confirmed jurisdiction; nexus and sourcing are not determined.
Confirm the combined rate for the transaction date.
Enter the confirmed state and local rate. No US default is supplied.
Choose the confirmed status; uncertainty keeps an authority warning visible.
Choose tax-free resale only with a valid certificate; otherwise retain tax in cost.
Adds sales or use tax to tax-exclusive business cost; no nationwide credit is modelled.
Controls whether displayed price adds tax to retained revenue.
Price decision
Protect the entered retained margin on revenue excluding sales tax; treat the customer-facing tax amount separately.
PDF and CSV exports stay on this device. Clean page links contain no inputs.
- Required displayed price
- $100.00
- Required price excluding sales tax
- $100.00
- sales tax component
- $0.00
- Effective cost
- $60.00
- Gross profit per unit
- $40.00
- Retained gross margin
- 40.0%
- Change from current displayed price
- $0.00
Sales-tax scope review
- Selected sales tax rate
- 0.0%
The rate is your confirmed transaction input. Margin101 does not infer nexus, sourcing, marketplace collection, exemptions or a nationwide registration threshold.
Jurisdiction and effective-date basis: Confirmed taxable sale; official scope source version: 2026-07-16.
Confirm the applicable sales tax rate, registration status, taxability and input-tax recovery before acting. This planner does not determine them.
Price sensitivity
Price sensitivity — compare required displayed price for the entered target margin and a higher confirmed rate.
ScenarioResultDifference
Entered scenario$100.00Baseline
Target margin +5 points$109.09$9.09
Confirmed rate +1 percentage point$101.00$1.00
Save these results, change an input, then compare the updated figures with this baseline.
The baseline is temporary in this tab and is not added to shared scenario links or generated reports.
Calculation details
View calculation detailsView the formulas and inputs used for these results.
Required displayed price
Effective cost
valid resale-certificate purchase: tax-exclusive purchase cost; otherwise tax-inclusive cost unchanged or tax-exclusive cost × (1 + paid sales/use tax rate)60 USDRequired price excluding sales tax
effective cost ÷ (1 − target retained margin)100 USDRequired displayed price
registered and tax-inclusive display → retained price × (1 + entered sales tax rate); otherwise retained price100 USDResult$100.00
Uses a user-confirmed combined rate for Confirmed taxable sale (Rate checked for the transaction date); the official scope boundary is version 2026-07-16. Retained revenue excludes sales tax. The engine retains full precision; currency displays to two decimal places.
US Sales-tax-aware Pricing Planner formulas →Inputs used by these formula steps
- Effective costCost Exclusive
- 60
- Effective costTax Rate
- 0
- Effective costInput Tax Rate
- 0
- Effective costCost Tax Basis
- Tax-exclusive cost
- Effective costPurchase Treatment
- Tax-free resale purchase under a valid certificate
- Effective costRegistration State
- Registered
- Required price excluding sales taxEffective Cost
- 60
- Required price excluding sales taxTarget Margin
- 0.4
- Required displayed priceRequired Price Exclusive
- 100
- Required displayed priceTax Rate
- 0
- Required displayed priceDisplayed Price Includes Tax
- Yes
Required price excluding sales tax
Effective cost
valid resale-certificate purchase: tax-exclusive purchase cost; otherwise tax-inclusive cost unchanged or tax-exclusive cost × (1 + paid sales/use tax rate)60 USDRequired price excluding sales tax
effective cost ÷ (1 − target retained margin)100 USDResult$100.00
Uses a user-confirmed combined rate for Confirmed taxable sale (Rate checked for the transaction date); the official scope boundary is version 2026-07-16. Retained revenue excludes sales tax. The engine retains full precision; currency displays to two decimal places.
US Sales-tax-aware Pricing Planner formulas →Inputs used by these formula steps
- Effective costCost Exclusive
- 60
- Effective costTax Rate
- 0
- Effective costInput Tax Rate
- 0
- Effective costCost Tax Basis
- Tax-exclusive cost
- Effective costPurchase Treatment
- Tax-free resale purchase under a valid certificate
- Effective costRegistration State
- Registered
- Required price excluding sales taxEffective Cost
- 60
- Required price excluding sales taxTarget Margin
- 0.4
sales tax component
Required price excluding sales tax
effective cost ÷ (1 − target retained margin)100 USDRequired displayed price
registered and tax-inclusive display → retained price × (1 + entered sales tax rate); otherwise retained price100 USDsales tax component
displayed price − retained price0 USDResult$0.00
Uses a user-confirmed combined rate for Confirmed taxable sale (Rate checked for the transaction date); the official scope boundary is version 2026-07-16. Retained revenue excludes sales tax. The engine retains full precision; currency displays to two decimal places.
US Sales-tax-aware Pricing Planner formulas →Inputs used by these formula steps
- Required price excluding sales taxEffective Cost
- 60
- Required price excluding sales taxTarget Margin
- 0.4
- Required displayed priceRequired Price Exclusive
- 100
- Required displayed priceTax Rate
- 0
- Required displayed priceDisplayed Price Includes Tax
- Yes
- sales tax componentRequired Displayed Price
- 100
- sales tax componentRequired Price Exclusive
- 100
Effective cost
Effective cost
valid resale-certificate purchase: tax-exclusive purchase cost; otherwise tax-inclusive cost unchanged or tax-exclusive cost × (1 + paid sales/use tax rate)60 USDResult$60.00
Uses a user-confirmed combined rate for Confirmed taxable sale (Rate checked for the transaction date); the official scope boundary is version 2026-07-16. Retained revenue excludes sales tax. The engine retains full precision; currency displays to two decimal places.
US Sales-tax-aware Pricing Planner formulas →Inputs used by these formula steps
- Effective costCost Exclusive
- 60
- Effective costTax Rate
- 0
- Effective costInput Tax Rate
- 0
- Effective costCost Tax Basis
- Tax-exclusive cost
- Effective costPurchase Treatment
- Tax-free resale purchase under a valid certificate
- Effective costRegistration State
- Registered
Gross profit per unit
Effective cost
valid resale-certificate purchase: tax-exclusive purchase cost; otherwise tax-inclusive cost unchanged or tax-exclusive cost × (1 + paid sales/use tax rate)60 USDRequired price excluding sales tax
effective cost ÷ (1 − target retained margin)100 USDGross profit per unit
retained revenue − effective cost40 USDResult$40.00
Uses a user-confirmed combined rate for Confirmed taxable sale (Rate checked for the transaction date); the official scope boundary is version 2026-07-16. Retained revenue excludes sales tax. The engine retains full precision; currency displays to two decimal places.
US Sales-tax-aware Pricing Planner formulas →Inputs used by these formula steps
- Effective costCost Exclusive
- 60
- Effective costTax Rate
- 0
- Effective costInput Tax Rate
- 0
- Effective costCost Tax Basis
- Tax-exclusive cost
- Effective costPurchase Treatment
- Tax-free resale purchase under a valid certificate
- Effective costRegistration State
- Registered
- Required price excluding sales taxEffective Cost
- 60
- Required price excluding sales taxTarget Margin
- 0.4
- Gross profit per unitRetained Revenue
- 100
- Gross profit per unitEffective Cost
- 60
Retained gross margin
Gross profit per unit
retained revenue − effective cost40 USDRetained gross margin
gross profit ÷ retained revenue40%Result40.0%
Uses a user-confirmed combined rate for Confirmed taxable sale (Rate checked for the transaction date); the official scope boundary is version 2026-07-16. Retained revenue excludes sales tax. The engine retains full precision; currency displays to two decimal places.
US Sales-tax-aware Pricing Planner formulas →Inputs used by these formula steps
- Gross profit per unitRetained Revenue
- 100
- Gross profit per unitEffective Cost
- 60
- Retained gross marginGross Profit
- 40
- Retained gross marginRetained Revenue
- 100
Change from current displayed price
Required displayed price
registered and tax-inclusive display → retained price × (1 + entered sales tax rate); otherwise retained price100 USDChange from current displayed price
required displayed price − current displayed price0 USDResult$0.00
Uses a user-confirmed combined rate for Confirmed taxable sale (Rate checked for the transaction date); the official scope boundary is version 2026-07-16. Retained revenue excludes sales tax. The engine retains full precision; currency displays to two decimal places.
US Sales-tax-aware Pricing Planner formulas →Inputs used by these formula steps
- Required displayed priceRequired Price Exclusive
- 100
- Required displayed priceTax Rate
- 0
- Required displayed priceDisplayed Price Includes Tax
- Yes
- Change from current displayed priceRequired Displayed Price
- 100
- Change from current displayed priceCurrent Displayed Price
- 100
Selected sales tax rate
Selected sales tax rate
user-confirmed combined state and local rate for the actual sale and transaction date0Result0.0%
Uses a user-confirmed combined rate for Confirmed taxable sale (Rate checked for the transaction date); the official scope boundary is version 2026-07-16. Retained revenue excludes sales tax. The engine retains full precision; currency displays to two decimal places.
US Sales-tax-aware Pricing Planner formulas →Inputs used by these formula steps
- Selected sales tax rateJurisdiction
- Confirmed for this sale
- Selected sales tax rateSupply Class
- Confirmed taxable sale
- Selected sales tax rateEffective Period
- Rate checked for the transaction date
- Selected sales tax ratePolicy Rate Row
- Confirmed taxable sale
- Selected sales tax rateEffective Date
- Rate checked for the transaction date
- Selected sales tax rateSource Version
- 2026-07-16
Inputs used
- Cost amount
- 60
- Target retained margin
- 0.4
- sales tax registration state
- Registered
- Purchase treatment
- Purchased tax-free for resale under a valid certificate
- Sales or use tax rate paid on the purchase
- 0
- Does the displayed price include sales tax?
- Yes — show price including sales tax
- Current displayed price
- 100
- Cost tax basis
- Tax-exclusive cost
- State and local tax jurisdiction
- Confirmed for this sale
- Sale classification
- Confirmed taxable sale
- Rate effective-date check
- Rate checked for the transaction date
- Confirmed combined sales-tax rate
- 0
Open this calculator with preset values
This calculator supports documented, shareable scenario URLs. Compatible assistants and applications can construct links using the parameters below.
Scenario links contain only allowlisted numeric and closed-choice inputs shown in the URL; Margin101 excludes free text and identifying fields. Anyone you share the URL with can read those numbers, so do not include private or identifying data.
| Parameter | Meaning | Unit | Allowed values | Presence | Default |
|---|---|---|---|---|---|
| costExclusive | Enter per-unit cost on the selected sales tax basis. | USD/unit on the selected sales tax cost basis | 0 to 10000000 | Required | 60 |
| costTaxBasis | Confirm whether the entered cost includes tax. | — | 0 (Tax-exclusive cost), 1 (Tax-inclusive cost) | Required | Tax-exclusive cost |
| currentDisplayedPrice | Optional comparison price on the selected sales tax basis. | USD/unit on the selected displayed-price sales tax basis | 0 to 10000000 | Optional | 100 |
| displayedPriceIncludesTax | Controls whether displayed price adds tax to retained revenue. | — | 1 (Yes — show price including sales tax), 0 (No — show price excluding sales tax) | Required | Yes — show price including sales tax |
| effectivePeriodCode | Confirm the combined rate for the transaction date. | — | 1 (Rate checked for the transaction date), 0 (Date not checked — unsupported) | Required | Rate checked for the transaction date |
| inputTaxRate | Adds sales or use tax to tax-exclusive business cost; no nationwide credit is modelled. | decimal input sales tax rate on the entered cost | 0 to 1 | Required | 0 |
| inputTaxRecoverable | Choose tax-free resale only with a valid certificate; otherwise retain tax in cost. | — | 1 (Purchased tax-free for resale under a valid certificate), 0 (Sales or use tax paid and retained in business cost) | Required | Purchased tax-free for resale under a valid certificate |
| jurisdictionCode | Use the confirmed jurisdiction; nexus and sourcing are not determined. | — | 1 (Confirmed for this sale), 0 (Not confirmed — unsupported) | Required | Confirmed for this sale |
| registrationState | Choose the confirmed status; uncertainty keeps an authority warning visible. | — | 1 (Registered), 0 (Not registered), 2 (Not sure — check the authority rules) | Required | Registered |
| supplyClassCode | Only a confirmed taxable sale is supported. | — | 1 (Confirmed taxable sale), 0 (Exempt, marketplace-collected or uncertain — unsupported) | Required | Confirmed taxable sale |
| targetMargin | Gross profit share retained before sales tax. | decimal gross-margin rate on sales tax-exclusive retained revenue | 0 to 0.95 | Required | 0.4 |
| taxRate | Enter the confirmed state and local rate. No US default is supplied. | decimal combined state-and-local sales-tax rate for the confirmed sale | 0 to 1 | Required | 0 |
US Sales-tax-aware Pricing: required retained and displayed prices
Use the displayed-price result only after confirming the sale classification, registration position and applicable rate.
Formula summary
- Primary formula
- retained price excluding sales tax = effective cost ÷ (1 − target retained margin)
Data used here
- US state and local sales-tax scope: U.S. Small Business Administration; verified; checked 2026-07-16.
Decision checks
Stress-test the decision
Retest a higher cost and verify whether input tax is recoverable before changing a live price.
Assumptions and sources
- US state and local sales-tax scope
- SBA guidance on state, local and online-sales tax obligations Checked 2026-07-16.
Primary source →
When this estimate can be misleading
- This planner does not determine sales tax registration, taxability, exemptions, recoverability, place of supply, nexus or filing liabilities.
- The combined rate is a user-confirmed transaction input. Margin101 does not provide a nationwide rate or decide which state or local rule applies.
- Marketplace collection, economic or physical nexus, sourcing, exemptions, filing and registration obligations are outside this calculation.
- Gross profit is a per-unit pricing measure before fixed costs, overhead allocation, income tax, financing and demand effects.
- Current displayed price must use the same inclusive or exclusive tax basis selected in the planner.
- Use the displayed-price result only after confirming the sale classification, registration position and applicable rate.
Educational estimate, not advice. See all assumptions & limitations →
Related reading
Guides to interpret the decision and its assumptions.
- US Sales-Tax-Aware Pricing: A Jurisdiction Boundary Guide
Keep global pricing economics separate from state and local sales-tax registration, taxability, nexus and rate decisions.
Read guide
Frequently asked questions
How do I protect retained margin using a combined state and local sales-tax rate confirmed for the actual sale?
Compare the required displayed price with the current customer price and document the confirmed tax basis.
Does Margin101 choose the applicable sales tax rate?
No. Enter the combined rate you have confirmed for the actual sale. Margin101 does not determine jurisdiction, registration or taxability.
Does Margin101 store my numbers?
Tool inputs and results stay in this browser. Anonymous categorical usage analytics send only governed page, tool, cluster and action identifiers; tool inputs and results are never sent. Error monitoring is disabled. Optional saved state stays only on this device.
Is this tax or accounting advice?
No. It is an educational pricing scenario. Check the actual transaction with the relevant authority or a qualified adviser.
Which planning assumptions should I stress-test?
Compare a plausible alternative scenario and verify the decision-critical assumption that changes the plan most.