How do we assemble Tax Rules from DOR guidelines/websites

1) Goal

Convert public DOR guidance into machine-readable tax rules for the Excise Tax Service so wholesale/retail transactions get correct excise tax lines.

2) Core Rule Shape

Rules are JSON objects keyed by jurisdiction, optionally nested by county/locality, with optional arrays for multiple bands.

"WA": {
  "description": "95% of selling price for products with nicotine",
  "attr": "unitDiscountedPrice",
  "pct": 95,
  "transactionType": "wholesale",
  "if": "!Number(utils.attr(transactionLine, 'product.volumeInMl')) || productHasTag('hasNicotine')",
  "startDate": "January 1, 2026"
}

Required fields

  • description: Human-readable summary (rate + base + scope).
  • attr: The numeric value to tax.
  • pct or tax (+ forEvery): Percentage-of-base vs. flat-per-unit.
  • transactionType: wholesale or retail (omit if applies to both).

Optional but common

  • if: Boolean expression using transaction/product fields.
  • when: Array of product tags that must all be present (e.g., ["hasNicotine","isOpen"]).
  • startDate / lastDate: Effective window.
  • relatedAttrs: List of fields users must supply.
  • countryCode, locationType, etc. are added by the loader; you only set rule content.

3) Attribute Cheatsheet (what attr can be)

  • Price bases: unitDiscountedPrice (preferred selling price), unitSalesPrice (list price), product.wholesalePrice, product.retailPrice, product.msrp.
  • Quantity/volume: product.volumeInMl, quantity.
  • Weight/other measures: e.g., product.weightInOz, product.pouchesPerContainer.
  • Avoid undefined fields; prefer the transaction-line value (e.g., unitDiscountedPrice) because it already falls back to product wholesale/retail defaults and is prorated for packs.

4) Mapping DOR language → rule fields

  • “X% of selling price” → pct: X, attr: "unitDiscountedPrice".
  • “X% of wholesale price” → attr: "product.wholesalePrice" (or a client override).
  • “$Y per mL/oz/unit” → tax: Y, attr: "product.volumeInMl" (or other measure), forEvery: 1.
  • “Closed system / open system” → tags isClosed, isOpen; put in when.
  • “Contains nicotine/tobacco” → tag hasNicotine / hasTobacco; use when or if.
  • “Effective DATE” → startDate; sunsets → lastDate.
  • Tiered thresholds (e.g., >5 mL vs ≤5 mL) → multiple rule objects with if clauses.
  • Affiliated vs non-affiliated pricing (if specified) → note in description; base remains selling price.

5) Safe defaults & precedence

  • Use unitDiscountedPrice for any “selling price” language.
  • For wholesale transactions, if unitDiscountedPrice missing, engine falls back to product.wholesalePrice.
  • Do not use product.wholesaleCost unless law explicitly taxes cost (rare).

6) Minimal rule templates

Percent-of-price

"STATE": {
  "description": "<X>% of <price base> for <scope>",
  "attr": "unitDiscountedPrice",
  "pct": X,
  "transactionType": "wholesale",
  "if": "productHasTag('hasNicotine')"
}

Per-unit (volume/weight)

"STATE": {
  "description": "$0.10 per mL on nicotine products",
  "attr": "product.volumeInMl",
  "tax": 0.10,
  "forEvery": 1,
  "when": ["hasNicotine"]
}

Tiered example

"STATE": [
  {
    "description": "$0.27/mL when volume <= 5 mL",
    "attr": "product.volumeInMl",
    "tax": 0.27,
    "forEvery": 1,
    "if": "utils.attr(transactionLine,'product.volumeInMl') <= 5"
  },
  {
    "description": "$0.09/mL when volume > 5 mL and open system",
    "attr": "product.volumeInMl",
    "tax": 0.09,
    "forEvery": 1,
    "when": ["isOpen"],
    "if": "utils.attr(transactionLine,'product.volumeInMl') > 5"
  }
]

7) Extraction checklist for the bot

  1. Identify rate type: percent vs per-unit vs hybrid minimums.
  2. Identify tax base: selling price, wholesale price, retail price, volume, weight.
  3. Scope filters: product category, nicotine/tobacco presence, open/closed system, cigar size, etc.
  4. Transaction type: wholesale vs retail.
  5. Effective dates.
  6. Thresholds/tiers and local add-ons (county/locality).
  7. Exemptions/exclusions (e.g., FDA-approved cessation products).
  8. Reporting/collection responsibility (distributor vs retailer) — note in description if relevant.

8) Quality bar

  • Description must restate base + rate + scope in plain language.
  • Ensure attr exists in product/transaction line; prefer transaction-level price fields.
  • Add relatedAttrs when a rule needs data that merchants must supply.
  • Keep when for tag requirements; keep complex logic in if only when needed.
  • Include startDate for newly effective laws; set lastDate if sunset is explicit.

9) Example: Washington tobacco products (effective Jan 1, 2026)

"WA": {
  "description": "95% of selling price for products with nicotine",
  "attr": "unitDiscountedPrice",
  "pct": 95,
  "transactionType": "wholesale",
  "if": "!Number(utils.attr(transactionLine, 'product.volumeInMl')) || productHasTag('hasNicotine')",
  "startDate": "January 1, 2026"
}
  • Rationale: Law taxes “selling price” at 95%; unitDiscountedPrice captures the actual wholesale selling price; clause covers nicotine products (including zero-ml non-vape items).

10) When in doubt

  • If law says “selling price”: use unitDiscountedPrice.
  • If law says “wholesale price” explicitly: use product.wholesalePrice.
  • If any required data isn’t in product feeds, flag via relatedAttrs and surface in description.
  • Avoid inventing tags—stick to existing ones (hasNicotine, hasTobacco, isOpen, isClosed, modifiedRisk, closedCartridge, etc.).

Appendix

A) Catalog of current in-production vape rules (as of 12/6/2026).

{
  "US": {
    "regionCode": {
      "AL": {
        "description": "$0.10 per mL on all consumable vapor products",
        "attr": "product.volumeInMl",
        "tax": 0.1,
        "forEvery": 1,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "AL",
        "ruleSet": "vape",
        "startDate": "Oct 1, 2026"
      },
      "AK": {
        "locality": {
          "Anchorage": {
            "description": "55% of wholesale price",
            "attr": "product.wholesalePrice",
            "pct": 55,
            "countryCode": "US",
            "locationType": "locality",
            "locality": "Anchorage",
            "ruleSet": "vape"
          }
        },
        "county": {
          "Fairbanks North Star Borough": {
            "description": "20% of wholesale price",
            "attr": "product.wholesalePrice",
            "pct": 20,
            "ruleSet": "vape",
            "startDate": "July 1, 2024",
            "countryCode": "US",
            "locationType": "county",
            "county": "Fairbanks North Star Borough"
          },
          "Matanuska-Susitna Borough": {
            "description": "55% of wholesale price",
            "attr": "product.wholesalePrice",
            "pct": 55,
            "countryCode": "US",
            "locationType": "county",
            "county": "Matanuska-Susitna Borough",
            "ruleSet": "vape"
          },
          "Juneau City And Borough": {
            "description": "45% of wholesale price",
            "attr": "product.wholesalePrice",
            "pct": 45,
            "countryCode": "US",
            "locationType": "county",
            "county": "Juneau City And Borough",
            "ruleSet": "vape"
          },
          "Petersburg Borough": {
            "description": "45% of wholesale price",
            "attr": "product.wholesalePrice",
            "pct": 45,
            "countryCode": "US",
            "locationType": "county",
            "county": "Petersburg Borough",
            "ruleSet": "vape"
          },
          "Northwest Arctic Borough": {
            "description": "45% of wholesale price",
            "attr": "product.wholesalePrice",
            "pct": 45,
            "countryCode": "US",
            "locationType": "county",
            "county": "Northwest Arctic Borough",
            "ruleSet": "vape"
          }
        }
      },
      "CA": [
        {
          "transactionType": "retail",
          "taxLabel": "CECET",
          "description": "12.5% of retail on products with nicotine",
          "attr": "unitDiscountedPrice",
          "pct": 12.5,
          "when": [
            "hasNicotine"
          ],
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "CA",
          "ruleSet": "vape"
        },
        {
          "description": "63.49% of wholesale cost on products with nicotine",
          "attr": "product.wholesaleCost",
          "pct": 63.49,
          "when": [
            "hasNicotine"
          ],
          "confirmed": "CA uses wholesale price",
          "startDate": "July 1, 2021",
          "lastDate": "June 30, 2022",
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "CA",
          "taxLabel": "CECET",
          "ruleSet": "vape"
        },
        {
          "description": "61.74% of wholesale cost on products with nicotine",
          "attr": "product.wholesaleCost",
          "pct": 61.74,
          "when": [
            "hasNicotine"
          ],
          "confirmed": "CA uses wholesale price",
          "startDate": "July 1, 2022",
          "lastDate": "June 30, 2023",
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "CA",
          "taxLabel": "CECET",
          "ruleSet": "vape"
        },
        {
          "description": "56.32% of wholesale cost on products with nicotine",
          "attr": "product.wholesaleCost",
          "pct": 56.32,
          "when": [
            "hasNicotine"
          ],
          "confirmed": "CA uses wholesale price",
          "startDate": "July 1, 2023",
          "lastDate": "June 30, 2024",
          "countryCode": "US",
          "locationType": "regionCode",
          "taxLabel": "CECET",
          "regionCode": "CA",
          "ruleSet": "vape"
        },
        {
          "description": "52.92% of wholesale cost on products with nicotine",
          "attr": "product.wholesaleCost",
          "pct": 52.92,
          "when": [
            "hasNicotine"
          ],
          "confirmed": "CA uses wholesale price",
          "startDate": "July 1, 2024",
          "lastDate": "June 30, 2025",
          "countryCode": "US",
          "taxLabel": "CECET",
          "locationType": "regionCode",
          "regionCode": "CA",
          "ruleSet": "vape"
        },
        {
          "description": "54.27% of wholesale cost on products with nicotine",
          "attr": "product.wholesaleCost",
          "pct": 52.92,
          "when": [
            "hasNicotine"
          ],
          "confirmed": "CA uses wholesale price",
          "startDate": "July 1, 2025",
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "CA",
          "taxLabel": "CECET",
          "ruleSet": "vape"
        }
      ],
      "CO": {
        "all": [
          {
            "description": "50% of MSRP for products with nicotine",
            "attr": "product.msrp",
            "pct": 50,
            "when": [
              "hasNicotine"
            ],
            "lastDate": "June 30, 2024",
            "countryCode": "US",
            "locationType": "regionCode",
            "regionCode": "CO",
            "ruleSet": "vape"
          },
          {
            "description": "56% of wholesale price for products with nicotine",
            "attr": "product.wholesalePrice",
            "pct": 56,
            "when": [
              "hasNicotine"
            ],
            "startDate": "July 1, 2024",
            "lastDate": "June 30, 2027",
            "countryCode": "US",
            "locationType": "regionCode",
            "regionCode": "CO",
            "ruleSet": "vape"
          },
          {
            "description": "62% of wholesale price for products with nicotine",
            "attr": "product.wholesalePrice",
            "pct": 62,
            "when": [
              "hasNicotine"
            ],
            "startDate": "July 1, 2027",
            "countryCode": "US",
            "locationType": "regionCode",
            "regionCode": "CO",
            "ruleSet": "vape"
          }
        ],
        "locality": {
          "Boulder": {
            "transactionType": "retail",
            "description": "40% of retail",
            "attr": "product.retailPrice",
            "pct": 40,
            "countryCode": "US",
            "locationType": "locality",
            "locality": "Boulder",
            "ruleSet": "vape"
          }
        }
      },
      "CT": [
        {
          "description": "10% of wholesale price on products with nicotine and type open",
          "attr": "product.wholesalePrice",
          "pct": 10,
          "when": [
            "isOpen",
            "hasNicotine"
          ],
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "CT",
          "ruleSet": "vape"
        },
        {
          "description": "$0.40 per mL on products with nicotine and type closed",
          "attr": "product.volumeInMl",
          "tax": 0.4,
          "forEvery": 1,
          "when": [
            "isClosed",
            "hasNicotine"
          ],
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "CT",
          "ruleSet": "vape"
        }
      ],
      "DC": [
        {
          "description": "91% of wholesale price on products with nicotine",
          "attr": "product.wholesalePrice",
          "pct": 91,
          "when": [
            "hasNicotine"
          ],
          "lastDate": "September 30, 2024",
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "DC",
          "ruleSet": "vape"
        },
        {
          "description": "71% of wholesale price on products with nicotine",
          "attr": "product.wholesalePrice",
          "pct": 71,
          "when": [
            "hasNicotine"
          ],
          "startDate": "October 1, 2024",
          "lastDate": "September 30, 2025",
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "DC",
          "ruleSet": "vape"
        },
        {
          "description": "64% of wholesale price on products with nicotine",
          "attr": "product.wholesalePrice",
          "pct": 64,
          "when": [
            "hasNicotine"
          ],
          "startDate": "October 1, 2025",
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "DC",
          "ruleSet": "vape"
        }
      ],
      "DE": {
        "description": "$0.05 per mL on products with nicotine",
        "attr": "product.volumeInMl",
        "tax": 0.05,
        "forEvery": 1,
        "when": [
          "hasNicotine"
        ],
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "DE",
        "ruleSet": "vape"
      },
      "GA": [
        {
          "description": "5¢ per mL for products with type closed",
          "tax": "0.05",
          "attr": "product.volumeInMl",
          "forEvery": 1,
          "when": [
            "isClosed"
          ],
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "GA",
          "ruleSet": "vape"
        },
        {
          "description": "7% of wholesale cost for products with type open",
          "attr": "product.wholesalePrice",
          "pct": 7,
          "when": [
            "isOpen"
          ],
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "GA",
          "ruleSet": "vape"
        },
        {
          "description": "7% of wholesale cost for products with type closed single use",
          "attr": "product.wholesalePrice",
          "pct": 7,
          "when": [
            "isClosed",
            "closedSingleUse"
          ],
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "GA",
          "ruleSet": "vape"
        }
      ],
      "HI": {
        "description": "70% of wholesale price for products not parts",
        "startDate": "Jan 1, 2024",
        "attr": "product.wholesalePrice",
        "pct": 70,
        "if": "! productHasTag('isPart')",
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "HI",
        "ruleSet": "vape"
      },
      "IL": {
        "all": [
          {
            "description": "15% of wholesale price",
            "startDate": "July 1, 2019",
            "lastDate": "June 30, 2025",
            "attr": "product.wholesalePrice",
            "pct": 15,
            "countryCode": "US",
            "locationType": "regionCode",
            "regionCode": "IL",
            "ruleSet": "vape",
            "transactionType": "wholesale"
          },
          {
            "description": "45% of wholesale price",
            "startDate": "July 1, 2025",
            "attr": "product.wholesalePrice",
            "pct": 45,
            "countryCode": "US",
            "locationType": "regionCode",
            "regionCode": "IL",
            "ruleSet": "vape",
            "transactionType": "wholesale"
          }
        ],
        "locality": {
          "Chicago": [
            {
              "description": "$1.50 per unit",
              "tax": 1.5,
              "attr": "quantity",
              "forEvery": 1,
              "countryCode": "US",
              "locationType": "locality",
              "locality": "Chicago",
              "ruleSet": "vape",
              "transactionType": "retail"
            },
            {
              "description": "$1.20 per mL",
              "tax": 1.2,
              "attr": "product.volumeInMl",
              "forEvery": 1,
              "countryCode": "US",
              "locationType": "locality",
              "locality": "Chicago",
              "ruleSet": "vape",
              "transactionType": "retail"
            }
          ]
        },
        "county": {
          "Cook": {
            "description": "$0.20 per mL",
            "tax": 0.2,
            "attr": "product.volumeInMl",
            "forEvery": 1,
            "countryCode": "US",
            "locationType": "county",
            "county": "Cook",
            "ruleSet": "vape",
            "transactionType": "retail"
          }
        }
      },
      "IN": [
        {
          "transactionType": "retail",
          "description": "15% of retail for products with type other than closed cartridge",
          "attr": "product.retailPrice",
          "pct": 15,
          "if": "! productHasTag('closedCartridge')",
          "countryCode": "US",
          "lastDate": "June 30, 2025",
          "locationType": "regionCode",
          "regionCode": "IN",
          "ruleSet": "vape"
        },
        {
          "transactionType": "retail",
          "description": "30% of retail for products with type other than closed cartridge",
          "attr": "product.retailPrice",
          "pct": 30,
          "if": "! productHasTag('closedCartridge')",
          "startDate": "July 1, 2025",
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "IN",
          "ruleSet": "vape"
        },
        {
          "transactionType": "wholesale",
          "description": "15% of wholesale price for products with type closed cartridge",
          "attr": "product.wholesalePrice",
          "pct": 15,
          "if": "productHasTag('closedCartridge')",
          "countryCode": "US",
          "lastDate": "June 30, 2025",
          "locationType": "regionCode",
          "regionCode": "IN",
          "ruleSet": "vape"
        },
        {
          "transactionType": "wholesale",
          "description": "30% of wholesale price for products with type closed cartridge",
          "attr": "product.wholesalePrice",
          "pct": 30,
          "if": "productHasTag('closedCartridge')",
          "startDate": "July 1, 2025",
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "IN",
          "ruleSet": "vape"
        }
      ],
      "KS": {
        "description": "$0.05 per mL",
        "attr": "product.volumeInMl",
        "tax": 0.05,
        "forEvery": 1,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "KS",
        "ruleSet": "vape"
      },
      "KY": [
        {
          "description": "15% of wholesale price on products with type open and > 0 mL",
          "attr": "product.wholesalePrice",
          "pct": 15,
          "if": "productHasTag('isOpen') && utils.attr(transactionLine, 'product.volumeInMl') > 0",
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "KY",
          "ruleSet": "vape"
        },
        {
          "description": "$1.50 per unit on products with type closed cartridge",
          "attr": "quantity",
          "tax": 1.5,
          "forEvery": 1,
          "when": [
            "isClosed",
            "closedCartridge"
          ],
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "KY",
          "ruleSet": "vape"
        }
      ],
      "LA": [
        {
          "description": "$0.05 per mL on products with nicotine",
          "attr": "product.volumeInMl",
          "tax": 0.05,
          "forEvery": 1,
          "when": [
            "hasNicotine"
          ],
          "lastDate": "June 30, 2023",
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "LA",
          "ruleSet": "vape"
        },
        {
          "description": "$0.15 per mL on products with nicotine",
          "attr": "product.volumeInMl",
          "tax": 0.15,
          "forEvery": 1,
          "when": [
            "hasNicotine"
          ],
          "startDate": "July 1, 2023",
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "LA",
          "ruleSet": "vape"
        }
      ],
      "MA": {
        "description": "75% of wholesale price",
        "attr": "product.wholesalePrice",
        "pct": 75,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "MA",
        "ruleSet": "vape"
      },
      "MD": {
        "all": [
          {
            "transactionType": "retail",
            "description": "12% of retail on products with nicotine and > 5 mL",
            "attr": "product.retailPrice",
            "pct": 12,
            "when": [
              "hasNicotine"
            ],
            "if": "!utils.attr(transactionLine, 'product.volumeInMl') || utils.attr(transactionLine, 'product.volumeInMl') > 5",
            "relatedAttrs": [
              "product.volumeInMl",
              "product.retailPrice"
            ],
            "countryCode": "US",
            "locationType": "regionCode",
            "regionCode": "MD",
            "lastDate": "Jun 30, 2024",
            "ruleSet": "vape"
          },
          {
            "transactionType": "retail",
            "description": "20% of retail on products with nicotine and > 5 mL",
            "attr": "product.retailPrice",
            "startDate": "Jul 1, 2024",
            "pct": 20,
            "when": [
              "hasNicotine"
            ],
            "if": "!utils.attr(transactionLine, 'product.volumeInMl') || utils.attr(transactionLine, 'product.volumeInMl') > 5",
            "relatedAttrs": [
              "product.volumeInMl",
              "product.retailPrice"
            ],
            "countryCode": "US",
            "locationType": "regionCode",
            "regionCode": "MD",
            "ruleSet": "vape"
          },
          {
            "transactionType": "retail",
            "description": "60% of retail on products with nicotine and <= 5 mL",
            "attr": "product.retailPrice",
            "pct": 60,
            "when": [
              "hasNicotine"
            ],
            "if": "utils.attr(transactionLine, 'product.volumeInMl') <= 5",
            "relatedAttrs": [
              "product.volumeInMl",
              "product.retailPrice"
            ],
            "countryCode": "US",
            "locationType": "regionCode",
            "regionCode": "MD",
            "ruleSet": "vape"
          }
        ],
        "county": {
          "Montgomery": {
            "description": "30% of the wholesale price",
            "attr": "product.wholesalePrice",
            "pct": 30,
            "countryCode": "US",
            "locationType": "county",
            "county": "Montgomery",
            "ruleSet": "vape"
          }
        }
      },
      "ME": [
        {
          "description": "43% of wholesale cost",
          "attr": "product.wholesaleCost",
          "pct": 43,
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "ME",
          "transactionType": "wholesale",
          "lastDate": "Jan 4, 2026",
          "ruleSet": "vape"
        },
        {
          "description": "75% of wholesale cost",
          "attr": "product.wholesaleCost",
          "pct": 75,
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "ME",
          "transactionType": "wholesale",
          "startDate": "Jan 5, 2026",
          "ruleSet": "vape"
        }
      ],
      "MN": {
        "description": "95% of wholesale price on products with nicotine",
        "attr": "product.wholesalePrice",
        "pct": 95,
        "when": [
          "hasNicotine"
        ],
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "MN",
        "ruleSet": "vape"
      },
      "NC": {
        "description": "$0.05 per mL on products with nicotine",
        "attr": "product.volumeInMl",
        "tax": 0.05,
        "forEvery": 1,
        "when": [
          "hasNicotine"
        ],
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "NC",
        "ruleSet": "vape"
      },
      "NE": [
        {
          "description": "$0.05 per mL on products with nicotine and <= 3mL",
          "if": "utils.attr(transactionLine, 'product.volumeInMl') <= 3",
          "attr": "product.volumeInMl",
          "forEvery": 1,
          "tax": 0.05,
          "relatedAttrs": [
            "product.volumeInMl"
          ],
          "when": [
            "hasNicotine"
          ],
          "startDate": "Jan 1, 2024",
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "NE",
          "ruleSet": "vape"
        },
        {
          "description": "10% of wholesale price on products with nicotine and > 3mL",
          "if": "utils.attr(transactionLine, 'product.volumeInMl') > 3",
          "attr": "product.wholesalePrice",
          "pct": 10,
          "relatedAttrs": [
            "product.volumeInMl",
            "product.wholesalePrice"
          ],
          "when": [
            "hasNicotine"
          ],
          "startDate": "Jan 1, 2024",
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "NE",
          "ruleSet": "vape"
        }
      ],
      "NH": [
        {
          "description": "8% of wholesale price on products with nicotine and with type open",
          "attr": "product.wholesalePrice",
          "pct": 8,
          "when": [
            "hasNicotine",
            "isOpen"
          ],
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "NH",
          "ruleSet": "vape"
        },
        {
          "description": "$0.30 per mL on products with nicotine and with type closed",
          "attr": "product.volumeInMl",
          "tax": 0.3,
          "forEvery": 1,
          "when": [
            "hasNicotine",
            "isClosed"
          ],
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "NH",
          "ruleSet": "vape"
        }
      ],
      "NJ": [
        {
          "transactionType": "retail",
          "description": "10% of retail on products with nicotine and type open",
          "attr": "product.retailPrice",
          "pct": 10,
          "when": [
            "isOpen",
            "hasNicotine"
          ],
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "NJ",
          "ruleSet": "vape"
        },
        {
          "description": "$0.10 per mL on products with nicotine and type closed",
          "attr": "product.volumeInMl",
          "tax": 0.1,
          "forEvery": 1,
          "when": [
            "isClosed",
            "hasNicotine"
          ],
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "NJ",
          "ruleSet": "vape",
          "lastDate": "July 31, 2025"
        },
        {
          "description": "$0.30 per mL on products with nicotine and type closed",
          "attr": "product.volumeInMl",
          "tax": 0.3,
          "forEvery": 1,
          "when": [
            "isClosed",
            "hasNicotine"
          ],
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "NJ",
          "ruleSet": "vape",
          "startDate": "August 1, 2025"
        }
      ],
      "NM": [
        {
          "description": "12.5% of wholesale price on consumable vapor products with type open",
          "attr": "product.wholesalePrice",
          "pct": 12.5,
          "if": "productHasTag('isOpen') && utils.attr(transactionLine, 'product.volumeInMl') > 0",
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "NM",
          "ruleSet": "vape"
        },
        {
          "description": "12.5% of wholesale price on products with type cartridge closed or closed single use and a Volume of more than 5mL",
          "attr": "product.wholesalePrice",
          "pct": 12.5,
          "when": [
            "isClosed"
          ],
          "if": "utils.attr(transactionLine, 'product.volumeInMl') && utils.attr(transactionLine, 'product.volumeInMl') > 5",
          "relatedAttrs": [
            "product.volumeInMl"
          ],
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "NM",
          "ruleSet": "vape"
        },
        {
          "description": "$0.50 per unit on products with type cartridge closed or closed single use and a Volume of 5mL or less",
          "attr": "quantity",
          "tax": 0.5,
          "forEvery": 1,
          "when": [
            "isClosed"
          ],
          "if": "!utils.attr(transactionLine, 'product.volumeInMl') || utils.attr(transactionLine, 'product.volumeInMl') <= 5",
          "relatedAttrs": [
            "product.volumeInMl"
          ],
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "NM",
          "ruleSet": "vape"
        }
      ],
      "NV": {
        "description": "30% of wholesale price",
        "attr": "product.wholesalePrice",
        "pct": 30,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "NV",
        "ruleSet": "vape"
      },
      "NY": {
        "transactionType": "retail",
        "description": "20% of retail",
        "attr": "product.retailPrice",
        "pct": 20,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "NY",
        "ruleSet": "vape"
      },
      "OH": {
        "description": "$0.10 per mL on products with nicotine",
        "attr": "product.volumeInMl",
        "tax": 0.1,
        "forEvery": 1,
        "when": [
          "hasNicotine"
        ],
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "OH",
        "ruleSet": "vape"
      },
      "OR": {
        "description": "65% of wholesale price",
        "attr": "product.wholesalePrice",
        "pct": 65,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "OR",
        "ruleSet": "vape"
      },
      "PA": {
        "description": "40% of wholesale price",
        "attr": "product.wholesalePrice",
        "pct": 40,
        "confirmed": "PA uses wholesalePrice",
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "PA",
        "ruleSet": "vape"
      },
      "RI": {
        "description": "80% of wholesale cost",
        "attr": "product.wholesaleCost",
        "pct": 80,
        "startDate": "Oct 1, 2025",
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "RI",
        "ruleSet": "vape"
      },
      "TN": {
        "description": "10% of wholesale price",
        "transactionType": "wholesale",
        "attr": "product.wholesalePrice",
        "pct": 10,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "TN",
        "ruleSet": "vape",
        "startDate": "July 1, 2025"
      },
      "UT": {
        "description": "56% of wholesale price",
        "attr": "product.wholesalePrice",
        "pct": 56,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "UT",
        "ruleSet": "vape"
      },
      "VA": [
        {
          "description": "$0.066 per mL on products with nicotine",
          "attr": "product.volumeInMl",
          "tax": 0.066,
          "forEvery": 1,
          "when": [
            "hasNicotine"
          ],
          "lastDate": "June 30, 2024",
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "VA",
          "ruleSet": "vape"
        },
        {
          "description": "$0.11 per mL on products with nicotine",
          "attr": "product.volumeInMl",
          "tax": 0.11,
          "forEvery": 1,
          "when": [
            "hasNicotine"
          ],
          "startDate": "July 1, 2024",
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "VA",
          "ruleSet": "vape"
        }
      ],
      "VT": {
        "description": "92% wholesale price",
        "attr": "product.wholesalePrice",
        "pct": 92,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "VT",
        "ruleSet": "vape"
      },
      "WA": {
        "all": [
          {
            "description": "$0.09 per mL on products with type open and volume > 5 mL",
            "attr": "product.volumeInMl",
            "tax": 0.09,
            "forEvery": 1,
            "when": [
              "isOpen"
            ],
            "if": "productHasTag('isOpen') && utils.attr(transactionLine, 'product.volumeInMl') > 5"
          },
          {
            "description": "$0.27 per mL on all products other than type open and with volume <= 5 mL",
            "attr": "product.volumeInMl",
            "tax": 0.27,
            "forEvery": 1,
            "if": "! productHasTag('isOpen') || utils.attr(transactionLine, 'product.volumeInMl') <= 5"
          },
          {
            "description": "95% of selling price for nicotine products",
            "attr": "unitDiscountedPrice",
            "pct": 95,
            "startDate": "January 1, 2026",
            "transactionType": "wholesale",
            "if": "!Number(utils.attr(transactionLine, 'product.volumeInMl')) ||  productHasTag('hasNicotine')"
          }
        ]
      },
      "WI": {
        "description": "$0.05 per mL on products with type closed",
        "attr": "product.volumeInMl",
        "tax": 0.05,
        "forEvery": 1,
        "when": [
          "isClosed"
        ],
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "WI",
        "ruleSet": "vape"
      },
      "WV": {
        "description": "$0.075 per mL",
        "attr": "product.volumeInMl",
        "tax": 0.075,
        "forEvery": 1,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "WV",
        "ruleSet": "vape"
      },
      "WY": {
        "description": "15% of wholesale price on products with nicotine",
        "attr": "product.wholesalePrice",
        "pct": 15,
        "when": [
          "hasNicotine"
        ],
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "WY",
        "ruleSet": "vape"
      },
      "AR": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "AR",
        "ruleSet": "vape"
      },
      "AZ": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "AZ",
        "ruleSet": "vape"
      },
      "FL": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "FL",
        "ruleSet": "vape"
      },
      "IA": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "IA",
        "ruleSet": "vape"
      },
      "ID": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "ID",
        "ruleSet": "vape"
      },
      "MI": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "MI",
        "ruleSet": "vape"
      },
      "MO": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "MO",
        "ruleSet": "vape"
      },
      "MS": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "MS",
        "ruleSet": "vape"
      },
      "MT": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "MT",
        "ruleSet": "vape"
      },
      "ND": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "ND",
        "ruleSet": "vape"
      },
      "OK": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "OK",
        "ruleSet": "vape"
      },
      "SC": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "SC",
        "ruleSet": "vape"
      },
      "SD": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "SD",
        "ruleSet": "vape"
      },
      "TX": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "TX",
        "ruleSet": "vape"
      }
    }
  }
}

B) Catalog of current in-production nicotinePouch rules (as of 12/6/2026).

{
  "US": {
    "regionCode": {
      "AK": {
        "locality": {
          "Anchorage": {
            "description": "55% of wholesale price",
            "attr": "product.wholesalePrice",
            "pct": 55,
            "countryCode": "US",
            "locationType": "locality",
            "locality": "Anchorage",
            "ruleSet": "nicotinePouch"
          }
        },
        "county": {
          "Fairbanks North Star Borough": {
            "description": "20% of wholesale price",
            "attr": "product.wholesalePrice",
            "pct": 20,
            "ruleSet": "nicotinePouch",
            "startDate": "July 1, 2024",
            "countryCode": "US",
            "locationType": "county",
            "county": "Fairbanks North Star Borough"
          },
          "Juneau City And Borough": {
            "description": "45% of wholesale price",
            "attr": "product.wholesalePrice",
            "pct": 45,
            "countryCode": "US",
            "locationType": "county",
            "county": "Juneau City And Borough",
            "ruleSet": "nicotinePouch"
          }
        }
      },
      "AL": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "AL",
        "ruleSet": "nicotinePouch"
      },
      "AR": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "AR",
        "ruleSet": "nicotinePouch"
      },
      "AZ": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "AZ",
        "ruleSet": "nicotinePouch"
      },
      "CA": [
        {
          "description": "52.92% of wholesale cost on products with nicotine",
          "attr": "product.wholesaleCost",
          "pct": 52.92,
          "when": [
            "hasNicotine"
          ],
          "confirmed": "CA uses wholesale price",
          "startDate": "July 1, 2024",
          "lastDate": "June 30, 2025",
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "CA",
          "ruleSet": "nicotinePouch"
        },
        {
          "description": "54.27% of wholesale cost on products with nicotine",
          "attr": "product.wholesaleCost",
          "pct": 52.92,
          "when": [
            "hasNicotine"
          ],
          "confirmed": "CA uses wholesale price",
          "startDate": "July 1, 2025",
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "CA",
          "ruleSet": "nicotinePouch"
        }
      ],
      "CO": {
        "all": [
          {
            "description": "56% of MSRP for products not classified as modified risk nicotine products",
            "attr": "product.msrp",
            "pct": 56,
            "if": "productHasTag('hasNicotine') && !productHasTag('modifiedRisk')",
            "startDate": "July 1, 2024",
            "lastDate": "June 30, 2027",
            "ruleSet": "nicotinePouch",
            "relatedAttrs": [
              "product.modifiedRisk"
            ],
            "countryCode": "US",
            "locationType": "regionCode",
            "regionCode": "CO"
          },
          {
            "description": "28% of MSRP for modified risk nicotine products",
            "attr": "product.msrp",
            "pct": 28,
            "if": "productHasTag('hasNicotine') && productHasTag('modifiedRisk')",
            "startDate": "July 1, 2024",
            "lastDate": "June 30, 2027",
            "ruleSet": "nicotinePouch",
            "relatedAttrs": [
              "product.modifiedRisk"
            ],
            "countryCode": "US",
            "locationType": "regionCode",
            "regionCode": "CO"
          },
          {
            "description": "62% of MSRP for products with nicotine",
            "attr": "product.msrp",
            "pct": 62,
            "if": "productHasTag('hasNicotine') && !productHasTag('modifiedRisk')",
            "startDate": "July 1, 2027",
            "ruleSet": "nicotinePouch",
            "relatedAttrs": [
              "product.modifiedRisk"
            ],
            "countryCode": "US",
            "locationType": "regionCode",
            "regionCode": "CO"
          },
          {
            "description": "31% of MSRP for modified risk nicotine products",
            "attr": "product.msrp",
            "pct": 31,
            "if": "productHasTag('hasNicotine') && productHasTag('modifiedRisk')",
            "startDate": "July 1, 2027",
            "ruleSet": "nicotinePouch",
            "relatedAttrs": [
              "product.modifiedRisk"
            ],
            "countryCode": "US",
            "locationType": "regionCode",
            "regionCode": "CO"
          }
        ],
        "locality": {
          "Boulder": {
            "transactionType": "retail",
            "description": "40% of retail",
            "attr": "product.retailPrice",
            "pct": 40,
            "ruleSet": "nicotinePouch",
            "countryCode": "US",
            "locationType": "locality",
            "locality": "Boulder"
          }
        }
      },
      "CT": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "CT",
        "ruleSet": "nicotinePouch"
      },
      "DC": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "DC",
        "ruleSet": "nicotinePouch"
      },
      "DE": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "DE",
        "ruleSet": "nicotinePouch"
      },
      "FL": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "FL",
        "ruleSet": "nicotinePouch"
      },
      "GA": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "GA",
        "ruleSet": "nicotinePouch"
      },
      "HI": {
        "description": "70% of wholesale cost on products with nicotine",
        "attr": "product.wholesaleCost",
        "pct": 70,
        "when": [
          "hasNicotine"
        ],
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "HI",
        "ruleSet": "nicotinePouch"
      },
      "IA": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "IA",
        "ruleSet": "nicotinePouch"
      },
      "ID": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "ID",
        "ruleSet": "nicotinePouch"
      },
      "IL": {
        "all": [
          {
            "description": "45% of wholesale price",
            "startDate": "July 1, 2025",
            "attr": "product.wholesalePrice",
            "pct": 45,
            "countryCode": "US",
            "locationType": "regionCode",
            "regionCode": "IL",
            "ruleSet": "nicotinePouch"
          }
        ]
      },
      "IN": [
        {
          "description": "$0.40/oz",
          "tax": 0.4,
          "attr": "product.weightInOz",
          "ruleType": "pricePerUnits",
          "when": [
            "hasNicotine"
          ],
          "relatedAttrs": [
            "product.weightInOz"
          ],
          "countryCode": "US",
          "lastDate": "June 30, 2025",
          "transactionType": "wholesale",
          "locationType": "regionCode",
          "regionCode": "IN",
          "ruleSet": "nicotinePouch"
        },
        {
          "description": "$0.50/oz",
          "tax": 0.5,
          "attr": "product.weightInOz",
          "ruleType": "pricePerUnits",
          "when": [
            "hasNicotine"
          ],
          "relatedAttrs": [
            "product.weightInOz"
          ],
          "countryCode": "US",
          "startDate": "July 1, 2025",
          "transactionType": "wholesale",
          "locationType": "regionCode",
          "regionCode": "IN",
          "ruleSet": "nicotinePouch"
        }
      ],
      "KS": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "KS",
        "ruleSet": "nicotinePouch"
      },
      "KY": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "KY",
        "ruleSet": "nicotinePouch"
      },
      "LA": {
        "description": "20% of wholesale cost",
        "attr": "product.wholesaleCost",
        "pct": 20,
        "startDate": "July 1, 2000",
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "LA",
        "ruleSet": "nicotinePouch"
      },
      "MA": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "MA",
        "ruleSet": "nicotinePouch"
      },
      "MD": {
        "description": "60% of wholesale price",
        "attr": "product.wholesalePrice",
        "pct": 60,
        "startDate": "July 1, 2024",
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "MD",
        "ruleSet": "nicotinePouch"
      },
      "ME": [
        {
          "description": "2.02 total tax if less than 1 ounce, 2.02 per ounce if greater than or equal to one ounce",
          "tax": 2.02,
          "attr": "quantity",
          "forEvery": 1,
          "if": "utils.attr(transactionLine, 'product.weightInOz') < 1",
          "relatedAttrs": [
            "product.weightInOz"
          ],
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "ME",
          "ruleSet": "nicotinePouch",
          "lastDate": "January 4, 2026",
          "transactionType": "wholesale"
        },
        {
          "description": "2.02 total tax if less than 1 ounce, 2.02 per ounce if greater than or equal to one ounce",
          "number": 2.02,
          "attr": "product.weightInOz",
          "ruleType": "multiplyByNumber",
          "if": "utils.attr(transactionLine, 'product.weightInOz') >= 1",
          "relatedAttrs": [
            "product.weightInOz"
          ],
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "ME",
          "ruleSet": "nicotinePouch",
          "lastDate": "January 4, 2026",
          "transactionType": "wholesale"
        },
        {
          "description": "3.54 total tax if less than 1 ounce, 3.54 per ounce if greater than or equal to one ounce",
          "tax": 3.54,
          "attr": "quantity",
          "forEvery": 1,
          "if": "utils.attr(transactionLine, 'product.weightInOz') < 1",
          "relatedAttrs": [
            "product.weightInOz"
          ],
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "ME",
          "ruleSet": "nicotinePouch",
          "startDate": "January 5, 2026",
          "transactionType": "wholesale"
        },
        {
          "description": "3.54 total tax if less than 1 ounce, 3.54 per ounce if greater than or equal to one ounce",
          "number": 3.54,
          "attr": "product.weightInOz",
          "ruleType": "multiplyByNumber",
          "if": "utils.attr(transactionLine, 'product.weightInOz') >= 1",
          "relatedAttrs": [
            "product.weightInOz"
          ],
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "ME",
          "ruleSet": "nicotinePouch",
          "startDate": "January 5, 2026",
          "transactionType": "wholesale"
        }
      ],
      "MI": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "MI",
        "ruleSet": "nicotinePouch"
      },
      "MN": [
        {
          "description": "95% of wholesale price for containers less than 1.2 oz or $3.04, whichever is greater",
          "attr": "product.wholesalePrice",
          "pct": 95,
          "if": "utils.attr(transactionLine, 'product.weightInOz') <= 1.2 and multiply(utils.attr(transactionLine, 'product.wholesalePrice'), 0.95) >= 3.04",
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "MN",
          "ruleSet": "nicotinePouch",
          "relatedAttrs": [
            "product.weightInOz"
          ]
        },
        {
          "description": "95% of wholesale price for containers less than 1.2 oz or $3.04, whichever is greater",
          "tax": 3.04,
          "attr": "quantity",
          "forEvery": 1,
          "if": "utils.attr(transactionLine, 'product.weightInOz') <= 1.2 and multiply(utils.attr(transactionLine,'product.wholesalePrice'), 0.95) < 3.04",
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "MN",
          "ruleSet": "nicotinePouch",
          "relatedAttrs": [
            "product.weightInOz",
            "product.wholesalePrice"
          ]
        },
        {
          "description": "95% of wholesale price for containers more than 1.2 oz or $3.04*oz/1.2, whichever is greater",
          "attr": "product.wholesalePrice",
          "pct": 95,
          "if": "utils.attr(transactionLine, 'product.weightInOz') > 1.2 and multiply(utils.attr(transactionLine, 'product.wholesalePrice'), 0.95) >=multiply(3.04, divide(utils.attr(transactionLine,'product.weightInOz'), 1.2))",
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "MN",
          "ruleSet": "nicotinePouch",
          "relatedAttrs": [
            "product.weightInOz"
          ]
        },
        {
          "description": "95% of wholesale price for containers more than 1.2 oz or $3.04*oz/1.2, whichever is greater",
          "tax": 3.04,
          "attr": "product.weightInOz",
          "perUnit": 1.2,
          "ruleType": "pricePerUnits",
          "if": "utils.attr(transactionLine, 'product.weightInOz') > 1.2 and multiply(utils.attr(transactionLine, 'product.wholesalePrice'), 0.95) < multiply(3.04,divide(utils.attr(transactionLine,'product.weightInOz'),1.2))",
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "MN",
          "ruleSet": "nicotinePouch",
          "relatedAttrs": [
            "product.wholesalePrice"
          ]
        }
      ],
      "MO": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "MO",
        "ruleSet": "nicotinePouch"
      },
      "MS": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "MS",
        "ruleSet": "nicotinePouch"
      },
      "MT": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "MT",
        "ruleSet": "nicotinePouch"
      },
      "NC": [
        {
          "description": "10 cents per container containing up to 20 pouches",
          "startDate": "July 1, 2025",
          "tax": 0.1,
          "attr": "quantity",
          "forEvery": 1,
          "ruleSet": "nicotinePouch",
          "if": "utils.attr(transactionLine, 'product.pouchesPerContainer') <= 20",
          "relatedAttrs": [
            "product.pouchesPerContainer"
          ],
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "NC"
        },
        {
          "description": "half cent per pouch for any amount in a container containing over 20 pouches",
          "startDate": "July 1, 2025",
          "tax": 0.005,
          "attr": "product.pouchesPerContainer",
          "forEvery": 1,
          "if": "utils.attr(transactionLine, 'product.pouchesPerContainer') > 20",
          "ruleSet": "nicotinePouch",
          "relatedAttrs": [
            "product.pouchesPerContainer"
          ],
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "NC"
        }
      ],
      "ND": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "ND",
        "ruleSet": "nicotinePouch"
      },
      "NE": {
        "description": "20% of wholesale cost",
        "attr": "product.wholesaleCost",
        "pct": 20,
        "startDate": "January 1, 2026",
        "transactionType": "wholesale",
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "NE",
        "ruleSet": "nicotinePouch"
      },
      "NH": {
        "description": "65.03% of wholesale price on Other Tobacco Products (OTP)",
        "attr": "product.wholesalePrice",
        "pct": 65.03,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "NH",
        "ruleSet": "nicotinePouch"
      },
      "NJ": {
        "description": "30% of wholesale price",
        "attr": "product.wholesalePrice",
        "pct": 30,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "NJ",
        "ruleSet": "nicotinePouch"
      },
      "NM": {
        "description": "25% of wholesale price",
        "attr": "product.wholesalePrice",
        "pct": 25,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "NM",
        "ruleSet": "nicotinePouch"
      },
      "NV": {
        "description": "30% of wholesale price",
        "attr": "product.wholesalePrice",
        "pct": 30,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "NV",
        "ruleSet": "nicotinePouch"
      },
      "NY": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "NY",
        "ruleSet": "nicotinePouch"
      },
      "OH": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "OH",
        "ruleSet": "nicotinePouch"
      },
      "OK": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "OK",
        "ruleSet": "nicotinePouch"
      },
      "OR": [
        {
          "description": "$0.65 for 20 pouches or less",
          "startDate": "January 1, 2026",
          "transactionType": "wholesale",
          "tax": 0.65,
          "attr": "quantity",
          "forEvery": 1,
          "if": "utils.attr(transactionLine, 'product.pouchesPerContainer') <= 20",
          "relatedAttrs": [
            "product.pouchesPerContainer"
          ],
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "OR",
          "ruleSet": "nicotinePouch"
        },
        {
          "description": "$0.0325 per pouch for containers over 20 pouches, rounded to nearest cent",
          "startDate": "January 1, 2026",
          "transactionType": "wholesale",
          "tax": 0.0325,
          "attr": "product.pouchesPerContainer",
          "forEvery": 1,
          "if": "utils.attr(transactionLine, 'product.pouchesPerContainer') > 20",
          "relatedAttrs": [
            "product.pouchesPerContainer"
          ],
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "OR",
          "ruleSet": "nicotinePouch"
        }
      ],
      "PA": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "PA",
        "ruleSet": "nicotinePouch"
      },
      "RI": {
        "description": "80% of wholesale cost",
        "attr": "product.wholesaleCost",
        "pct": 80,
        "startDate": "Oct 1, 2025",
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "RI",
        "ruleSet": "nicotinePouch"
      },
      "SC": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "SC",
        "ruleSet": "nicotinePouch"
      },
      "SD": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "SD",
        "ruleSet": "nicotinePouch"
      },
      "TN": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "TN",
        "ruleSet": "nicotinePouch"
      },
      "TX": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "TX",
        "ruleSet": "nicotinePouch"
      },
      "UT": {
        "description": "$1.83/oz",
        "tax": 1.83,
        "attr": "product.weightInOz",
        "ruleType": "pricePerUnits",
        "when": [
          "hasNicotine"
        ],
        "relatedAttrs": [
          "product.weightInOz"
        ],
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "UT",
        "ruleSet": "nicotinePouch"
      },
      "VA": {
        "exclude": true,
        "internal_description": "accidentally enabled - this was a vape tax not pouch",
        "description": "$0.36/oz",
        "tax": 0.36,
        "attr": "product.weightInOz",
        "ruleType": "pricePerUnits",
        "when": [
          "hasNicotine"
        ],
        "relatedAttrs": [
          "product.weightInOz"
        ],
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "VA",
        "ruleSet": "nicotinePouch",
        "lastDate": "November 9, 2025"
      },
      "VT": [
        {
          "description": "$3.08 per package for containers less than 1.2 oz",
          "tax": 3.08,
          "attr": "quantity",
          "forEvery": 1,
          "if": "utils.attr(transactionLine, 'product.weightInOz') < 1.2",
          "relatedAttrs": [
            "product.weightInOz"
          ],
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "VT",
          "ruleSet": "nicotinePouch",
          "startDate": "July 1, 2019"
        },
        {
          "description": "$2.57 per ounce for containers 1.2 oz or more",
          "number": 2.57,
          "attr": "product.weightInOz",
          "ruleType": "multiplyByNumber",
          "if": "utils.attr(transactionLine, 'product.weightInOz') >= 1.2",
          "relatedAttrs": [
            "product.weightInOz"
          ],
          "countryCode": "US",
          "locationType": "regionCode",
          "regionCode": "VT",
          "ruleSet": "nicotinePouch",
          "startDate": "July 1, 2019"
        }
      ],
      "WA": {
        "description": "95% of selling price for products with nicotine",
        "attr": "unitDiscountedPrice",
        "if": "!Number(utils.attr(transactionLine, 'product.volumeInMl')) ||  productHasTag('hasNicotine')",
        "pct": 95,
        "startDate": "January 1, 2026",
        "transactionType": "wholesale"
      },
      "WI": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "WI",
        "ruleSet": "nicotinePouch"
      },
      "WV": {
        "exclude": true,
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "WV",
        "ruleSet": "nicotinePouch"
      },
      "WY": {
        "description": "20% of wholesale cost for nicotine pouches derived from tobacco",
        "attr": "product.wholesaleCost",
        "pct": 20,
        "startDate": "July 1, 2020",
        "when": [
          "hasNicotine",
          "hasTobacco"
        ],
        "relatedAttrs": [
          "product.hasTobacco"
        ],
        "transactionType": "wholesale",
        "ruleSet": "nicotinePouch",
        "countryCode": "US",
        "locationType": "regionCode",
        "regionCode": "WY"
      }
    }
  }
}

C) Savvy-client rule overrides/interpretations (from VapeRanger.com as of 12/6/2026).

This is an example from VapeRanger and is the ruleOverrides object / child of their 'option.exciseTax' node of their license keys:

  {
        "nicotinePouch": {
          "US": {
            "regionCode": {
              "CO": {
                "all": [
                  {
                    "description": "56% of wholesale cost for products with nicotine",
                    "attr": "product.wholesaleCost",
                    "pct": 56,
                    "when": [
                      "hasNicotine"
                    ],
                    "startDate": "July 1, 2024",
                    "lastDate": "June 30, 2027",
                    "countryCode": "US",
                    "locationType": "regionCode",
                    "regionCode": "CO",
                    "ruleSet": "nicotinePouch"
                  },
                  {
                    "description": "62% of wholesale price for products with nicotine",
                    "attr": "product.wholesalePrice",
                    "pct": 62,
                    "when": [
                      "hasNicotine"
                    ],
                    "startDate": "July 1, 2027",
                    "countryCode": "US",
                    "locationType": "regionCode",
                    "regionCode": "CO",
                    "ruleSet": "nicotinePouch"
                  }
                ]
              },
              "HI": {
                "attr": "product.wholesaleCost",
                "countryCode": "US",
                "description": "70% of wholesale cost for products",
                "locationType": "regionCode",
                "pct": 70,
                "regionCode": "HI"
              },
              "MN": {
                "attr": "product.wholesaleCost",
                "description": "95% of wholesale cost on products with nicotine",
                "pct": 95
              },
              "IL": {
                "all": [
                  {
                    "description": "45% of wholesale cost",
                    "startDate": "July 1, 2025",
                    "attr": "product.wholesaleCost",
                    "pct": 45
                  }
                ]
              },
              "NV": {
                "description": "30% of wholesale cost",
                "attr": "product.wholesaleCost",
                "pct": 30,
                "countryCode": "US",
                "locationType": "regionCode",
                "regionCode": "NV",
                "ruleSet": "nicotinePouch"
              },
              "WY": {
                "description": "20% of wholesale cost",
                "attr": "product.wholesaleCost",
                "pct": 20,
                "countryCode": "US",
                "locationType": "regionCode",
                "regionCode": "WY",
                "ruleSet": "nicotinePouch",
                "lastDate": "Sep 29, 2025"
              }
            }
          }
        },
        "vape": {
          "US": {
            "regionCode": {
              "AK": {
                "county": {
                  "Fairbanks North Star Borough": {
                    "description": "20% of sale price on products with nicotine",
                    "attr": "unitDiscountedPrice",
                    "pct": 20,
                    "ruleSet": "vape",
                    "countryCode": "US",
                    "locationType": "county",
                    "county": "Fairbanks North Star Borough",
                    "when": [
                      "hasNicotine"
                    ]
                  },
                  "Juneau City And Borough": {
                    "attr": "unitDiscountedPrice",
                    "countryCode": "US",
                    "county": "Juneau City And Borough",
                    "description": "45% of sale price",
                    "locationType": "county",
                    "pct": 45,
                    "ruleSet": "vape"
                  },
                  "Matanuska-Susitna Borough": {
                    "attr": "unitDiscountedPrice",
                    "countryCode": "US",
                    "county": "Matanuska-Susitna Borough",
                    "description": "55% of sale price",
                    "locationType": "county",
                    "pct": 55,
                    "ruleSet": "vape"
                  },
                  "Northwest Arctic Borough": {
                    "attr": "unitDiscountedPrice",
                    "countryCode": "US",
                    "county": "Northwest Arctic Borough",
                    "description": "45% of sale price",
                    "locationType": "county",
                    "pct": 45,
                    "ruleSet": "vape"
                  },
                  "Petersburg Borough": {
                    "attr": "unitDiscountedPrice",
                    "countryCode": "US",
                    "county": "Petersburg Borough",
                    "description": "45% of sale price",
                    "locationType": "county",
                    "pct": 45,
                    "ruleSet": "vape"
                  }
                },
                "locality": {
                  "Anchorage": {
                    "attr": "unitDiscountedPrice",
                    "description": "55% of sale price",
                    "pct": 55
                  }
                }
              },
              "CO": {
                "all": [
                  {
                    "attr": "product.wholesaleCost",
                    "countryCode": "US",
                    "description": "56% of wholesale cost for products with nicotine",
                    "lastDate": "June 30, 2027",
                    "locationType": "regionCode",
                    "pct": 56,
                    "regionCode": "CO",
                    "startDate": "July 1, 2024",
                    "when": [
                      "hasNicotine"
                    ]
                  },
                  {
                    "attr": "product.wholesaleCost",
                    "countryCode": "US",
                    "description": "62% of wholesale cost for products with nicotine",
                    "locationType": "regionCode",
                    "pct": 62,
                    "regionCode": "CO",
                    "startDate": "July 1, 2027",
                    "when": [
                      "hasNicotine"
                    ]
                  }
                ],
                "locality": {
                  "Boulder": {
                    "attr": "product.retailPrice",
                    "description": "40% of retail price",
                    "pct": 40,
                    "transactionType": "retail"
                  }
                }
              },
              "CT": [
                {
                  "attr": "unitDiscountedPrice",
                  "description": "10% of sale price when product is open and has nicotine",
                  "if": "!Number(utils.attr(transactionLine, 'product.volumeInMl')) ||  productHasTag('hasNicotine')",
                  "pct": 10,
                  "relatedAttrs": [
                    "product.volumeInMl",
                    "hasNicotine"
                  ],
                  "when": [
                    "isOpen"
                  ]
                },
                {
                  "attr": "unitDiscountedPrice",
                  "description": "10% of sale price when product is parts",
                  "pct": 10,
                  "when": [
                    "isPart"
                  ]
                },
                {
                  "attr": "product.volumeInMl",
                  "description": "$0.40 per mL when product is closed and has nicotine",
                  "forEvery": 1,
                  "tax": 0.4,
                  "when": [
                    "isClosed",
                    "hasNicotine"
                  ]
                }
              ],
              "DC": {
                "attr": "unitDiscountedPrice",
                "description": "79% of sale price on products with nicotine",
                "pct": 79,
                "when": [
                  "hasNicotine"
                ]
              },
              "GA": [
                {
                  "attr": "product.volumeInMl",
                  "description": "5¢ per mL on products with type closed cartridge",
                  "forEvery": 1,
                  "tax": "0.05",
                  "when": [
                    "closedCartridge"
                  ]
                },
                {
                  "attr": "product.wholesaleCost",
                  "description": "7% of wholesale cost for consumable vapor products with type open",
                  "if": "productHasTag('isOpen') && utils.attr(transactionLine, 'product.volumeInMl') > 0",
                  "pct": 7
                },
                {
                  "attr": "product.wholesaleCost",
                  "description": "7% of  wholesale Cost for products with type closed single use",
                  "pct": 7,
                  "when": [
                    "isClosed",
                    "closedSingleUse"
                  ]
                }
              ],
              "TN": {
                "description": "10% of wholesale cost for products containing consumable material",
                "attr": "product.wholesaleCost",
                "if": "utils.attr(transactionLine,'product.volumeInMl') > 0",
                "pct": 10,
                "startDate": "Jul 1, 2025",
                "countryCode": "US",
                "locationType": "regionCode",
                "regionCode": "TN"
              },
              "HI": {
                "attr": "product.wholesaleCost",
                "countryCode": "US",
                "description": "70% of wholesale cost for products not parts",
                "if": "!productHasTag('isPart') && !productHasTag('batteryOnly')",
                "locationType": "regionCode",
                "pct": 70,
                "regionCode": "HI",
                "startDate": "Jan 1, 2024"
              },
              "IL": {
                "all": [
                  {
                    "description": "15% of wholesale cost",
                    "lastDate": "June 30, 2025",
                    "attr": "product.wholesaleCost",
                    "pct": 15
                  },
                  {
                    "description": "45% of wholesale cost",
                    "startDate": "July 1, 2025",
                    "attr": "product.wholesaleCost",
                    "pct": 45
                  }
                ],
                "county": {
                  "Cook": {
                    "attr": "product.volumeInMl",
                    "description": "$0.20 per mL",
                    "forEvery": 1,
                    "tax": 0.2
                  }
                },
                "locality": {
                  "Chicago": [
                    {
                      "attr": "quantity",
                      "description": "$1.50 per unit",
                      "forEvery": 1,
                      "tax": 1.5
                    },
                    {
                      "attr": "product.volumeInMl",
                      "description": "$1.20 per mL",
                      "forEvery": 1,
                      "tax": 1.2
                    }
                  ]
                }
              },
              "IN": [
                {
                  "attr": "product.wholesaleCost",
                  "description": "15% of wholesale Cost for products with type closed cartridge or closed sinlge use",
                  "if": "productHasTag('closedCartridge') || productHasTag('closedSingleUse')",
                  "pct": 15,
                  "lastDate": "June 30, 2025"
                },
                {
                  "attr": "product.wholesaleCost",
                  "description": "30% of wholesale Cost for products with type closed cartridge or closed sinlge use",
                  "if": "productHasTag('closedCartridge') || productHasTag('closedSingleUse')",
                  "pct": 30,
                  "startDate": "July 1, 2025"
                }
              ],
              "KY": [
                {
                  "attr": "unitDiscountedPrice",
                  "description": "15% wholesale open products that contain > 0 mL and have type open",
                  "if": "productHasTag('isOpen') && utils.attr(transactionLine, 'product.volumeInMl') > 0",
                  "pct": 15
                },
                {
                  "attr": "quantity",
                  "description": "$1.50 per unit on products with type cartridge closed or closed single use",
                  "forEvery": 1,
                  "if": "productHasTag('closedCartridge') || productHasTag('closedSingleUse')",
                  "tax": 1.5
                }
              ],
              "LA": {
                "attr": "product.volumeInMl",
                "description": "$0.15 per mL for products containing nicotine",
                "forEvery": 1,
                "tax": 0.15,
                "when": [
                  "hasNicotine"
                ]
              },
              "MA": {
                "attr": "product.wholesaleCost",
                "description": "75% of wholesale cost",
                "pct": 75
              },
              "MD": {
                "all": [
                  {
                    "attr": "product.retailPrice",
                    "description": "12% of retail on products with nicotine and more than 5mL",
                    "if": "!utils.attr(transactionLine, 'product.volumeInMl') || utils.attr(transactionLine, 'product.volumeInMl') > 5",
                    "pct": 12,
                    "relatedAttrs": [
                      "product.volumeInMl",
                      "product.retailPrice"
                    ],
                    "transactionType": "retail",
                    "when": [
                      "hasNicotine"
                    ]
                  },
                  {
                    "attr": "product.retailPrice",
                    "description": "60% of retail price on products with nicotine and 5mL or less",
                    "if": "utils.attr(transactionLine, 'product.volumeInMl') <= 5",
                    "pct": 60,
                    "relatedAttrs": [
                      "product.volumeInMl",
                      "product.retailPrice"
                    ],
                    "transactionType": "retail",
                    "when": [
                      "hasNicotine"
                    ]
                  }
                ],
                "county": {
                  "Montgomery": {
                    "attr": "product.wholesaleCost",
                    "description": "30% of the wholesale cost",
                    "pct": 30
                  }
                }
              },
              "MN": {
                "attr": "product.wholesaleCost",
                "description": "95% of wholesale cost on products with nicotine",
                "pct": 95,
                "when": [
                  "hasNicotine"
                ]
              },
              "NH": [
                {
                  "attr": "product.wholesaleCost",
                  "description": "8% of wholesale cost on products with nicotine and with type open",
                  "pct": 8,
                  "when": [
                    "hasNicotine",
                    "isOpen"
                  ]
                },
                {
                  "attr": "product.volumeInMl",
                  "description": "$0.30 per mL on products with nicotine and with type closed",
                  "forEvery": 1,
                  "tax": 0.3,
                  "when": [
                    "hasNicotine",
                    "isClosed"
                  ]
                }
              ],
              "NM": [
                {
                  "attr": "product.wholesaleCost",
                  "description": "12.5% of wholesale cost on consumable vapor products with type open",
                  "if": "productHasTag('isOpen') && utils.attr(transactionLine, 'product.volumeInMl') > 0",
                  "pct": 12.5
                },
                {
                  "attr": "product.wholesaleCost",
                  "description": "12.5% of wholesale cost on products with type cartridge closed or closed single use and a Volume of more than 5mL",
                  "if": "utils.attr(transactionLine, 'product.volumeInMl') && utils.attr(transactionLine, 'product.volumeInMl') > 5",
                  "pct": 12.5,
                  "relatedAttrs": [
                    "product.volumeInMl",
                    "product.retailPrice"
                  ],
                  "when": [
                    "isClosed"
                  ]
                },
                {
                  "attr": "quantity",
                  "description": "$0.50 per unit on products with type cartridge closed or closed single use and a Volume of 5mL or less",
                  "forEvery": 1,
                  "if": "!utils.attr(transactionLine, 'product.volumeInMl') || utils.attr(transactionLine, 'product.volumeInMl') <= 5",
                  "relatedAttrs": [
                    "product.volumeInMl",
                    "product.retailPrice"
                  ],
                  "tax": 0.5,
                  "when": [
                    "isClosed"
                  ]
                }
              ],
              "NV": {
                "attr": "product.wholesaleCost",
                "description": "30% of wholesale cost",
                "pct": 30
              },
              "OR": {
                "attr": "product.wholesaleCost",
                "description": "65% of wholesale cost",
                "pct": 65
              },
              "PA": {
                "attr": "unitDiscountedPrice",
                "description": "40% wholesale price on products NOT marked as parts or batteries",
                "if": "!productHasTag('isPart') && !productHasTag('batteryOnly')",
                "pct": 40
              },
              "RI": [
                {
                  "attr": "unitDiscountedPrice",
                  "countryCode": "US",
                  "description": "10% of sale price on products with nicotine and type open",
                  "locationType": "regionCode",
                  "pct": 10,
                  "regionCode": "RI",
                  "ruleSet": "vape",
                  "when": [
                    "isOpen",
                    "hasNicotine"
                  ]
                },
                {
                  "attr": "product.volumeInMl",
                  "countryCode": "US",
                  "description": "$0.50 per mL on products with nicotine and type closed",
                  "forEvery": 1,
                  "locationType": "regionCode",
                  "regionCode": "RI",
                  "ruleSet": "vape",
                  "tax": 0.5,
                  "when": [
                    "isClosed",
                    "hasNicotine"
                  ]
                }
              ],
              "UT": {
                "attr": "product.wholesaleCost",
                "description": "56% of wholesale cost",
                "pct": 56
              },
              "WY": {
                "attr": "product.wholesaleCost",
                "description": "15% of wholesale cost on all products except 0mg liquids and disposables",
                "pct": 15,
                "if": "(!productHasTag('isLiquid') && !productHasTag('closedSingleUse')) || productHasTag('hasNicotine')",
                "relatedAttrs": [
                  "product.wholesaleCost"
                ]
              }
            }
          }
        }
      }

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How do you setup identity or age verification so that only certain locations need to get verified?

Answer: Use Location-Based Identity Verification. This is enabled via the locationRestrictions.requiresVerification attribute in your application configuration to define which countries and regions require verification. Summary Token of Trust now supports location-based verification requirements through the locationRestrictions configuration. This feature allows you to specify which geographic locations (countries and regions)

By darrin