Compliance Plans and Pricing Structure (Bundle, Flexible, Add-Ons)

Token of Trust offers two types of compliance packages, plus a set of add-ons that can be combined with either package. All plans require an annual agreement, with payments made monthly.

⚠️ Internal Document — For Token of Trust team use.

💡 Pricing is maintained separately in the official Compliance Pricing Spreadsheet. This KB explains product names, how the plans work, and what is included — but always refer to the spreadsheet for current pricing.

1) Bundle Plans

Description

• Best for businesses with a stable compliance profile and predictable sales patterns.
• Provide fixed monthly costs tied to the number of states where compliance reports are required.
• Optimized for companies that know their order volumes and jurisdictional footprint and want cost certainty.
• Commonly used in industries requiring PACT Act compliance (e.g., Vape, ENDS, eLiquid, nicotine).

Included Components (Fixed Price)

• Determination – Excise Tax (included in plan; not billed separately)
• Report – Excise Tax (included in plan; not billed separately)
• Report – PACT Act (included in plan; not billed separately)

Subscription

• Compliance – Bundle Plan (Annual Subscription, Billed Monthly)
  • SKU: BUSMSUB
  • Stripe Product ID: prod_T05nyYYPC9vDBS

Contract

• Annual commitment required
• Paid monthly in advance

2) Flexible Plans

Description

• Best for businesses with variable or uncertain compliance needs.
• Provide a smaller recurring base subscription, with most fees determined by usage-based charges that adjust to the level of actual activity during each reporting period.
• Optimized for companies still establishing their compliance footprint or experiencing fluctuating sales.
• Suitable for a wide range of industries, including those requiring PACT Act compliance (Vape, ENDS, eLiquid, nicotine) as well as other excise-taxed categories where PACT Act does not apply.

Included Components (Usage-Based + Core Services)

• Determination – Excise Tax (included in plan; not billed separately)
  • This does not have a SKU or Stripe Product ID because it is bundled within “Compliance – Flexible Plan.” It may appear as a zero-fee line item in invoices or quotes, but it is not typically billed separately.
• Report – Excise Tax (with Transactions)
  • SKU: EUSTRP
  • Stripe Product ID: prod_SzfGzZCuniAEVZ
• Report – Excise Tax (No Transactions)
  • SKU: EUSTRE
  • Stripe Product ID: prod_SzfHvDGHZJiNBO
• Report – PACT Act (with Transactions)
  • SKU: PUSTRP
  • Stripe Product ID: prod_SzfDQBuYHZaToc
• Report – PACT Act (No Transactions)
  • SKU: PUSTRE
  • Stripe Product ID: prod_SzfEI8V2JuZy4F
• Submission – PACT Act Report
  • SKU: PUSTSB
  • Stripe Product ID: prod_SzfF3YTPDhmUSl

Subscription

• Compliance – Flexible Plan (Annual Subscription, Billed Monthly)
  • SKU: RUSMSUB
  • Stripe Product ID: prod_Szf3epCNxpiHem

Contract

• Annual commitment required
• Paid monthly in arrears

3) Add-Ons

Description

• Optional features that can be combined with either Bundle Plans or Flexible Plans.
• Each add-on is billed in addition to the base subscription, following the billing cadence of the selected plan.

Available Add-Ons

• Add-On – Additional Store/Domain
  • Expand compliance coverage to multiple stores or domains.
• Add-On – Dual Channel Support (Retail + Wholesale)
  • Manage compliance for both retail and wholesale channels within one store.
• Add-On – Automated Product Sync
  • Eliminate manual updates with automated product metadata synchronization.
• Add-On – Additional Tax Content Category
  • Add support for extra excise or sales/use tax categories (e.g., nicotine pouches, vape products).

4) Product Components

Determination – Excise Tax

• Calculates excise tax according to jurisdictional rules.
• Supports both real-time checkout in e-commerce and non-real-time invoicing scenarios.

Report – Excise Tax

• Provides monthly, jurisdiction-specific excise tax reports in submission-ready format.

Report – PACT Act

• Delivers monthly reports to meet PACT Act compliance requirements.
• Supports both the federal PA-2 report and state-specific report templates.

Submission – PACT Act Report

• Files PACT Act reports directly with the required state jurisdictions.

Note on “With Transactions” vs. “No Transactions”

• In some jurisdictions, compliance reports are required even if no sales occurred during a given reporting period.
• To account for this, Token of Trust distinguishes between:
  • With Transactions – Reports containing activity for the reporting period.
  • No Transactions – Reports issued for registered/licensed jurisdictions with no activity in the reporting period.

Billing Definitions

• Advance Billing: Services are prepaid at the start of each month for that month’s coverage.
• Arrears Billing: Services are billed after the month ends, based on actual usage.