SKU classificationClassify every item as grocery food, prepared food, candy, soft drink, supplement, alcohol, tobacco/nicotine, or nonfood. Tax rates and exemptions turn on definitions, not marketing labels. SKU master, ingredient labels, package photos, written agency determinations. Before sale; quarterly review Every machine Machine locationRecord exact street address, city, county, special district, and jurisdiction codes. Local rates and permits usually attach to the physical machine location. Location master, rate lookup, map/GIS proof. Before placement; after every move Every machine Tax registrationObtain the correct sales tax, TPT, GET, GRT, meals-tax, or gross-receipts account. Several states do not use a conventional sales tax. Registration certificate, account number, filing calendar. Before first taxable sale Every operator Machine permit/decalDetermine whether each machine needs a license, decal, registration certificate, or operator-identification label. Arkansas, Florida, Illinois, Maryland, Pennsylvania, and other states have machine-specific rules. Permit/decal photo, serial number, renewal date. Before placement; renew timely As required by state/local law Food permitDetermine whether the machine is a food establishment and whether a commissary or warehouse is licensed. Refrigerated, hot, dairy, ice, water, or unpackaged food commonly triggers licensing. Food permit, plan review, commissary agreement. Before stocking regulated food Food/beverage machines Temperature controlDocument approved holding temperatures, alarms, shutoff controls, and food-discard procedures. Time/temperature-control-for-safety food can create serious health liability. Temperature logs, calibration records, alarm tests, disposal logs. Daily/continuous; documented review Refrigerated/hot food Tax-included noticePost any required conspicuous notice that the vend price includes sales tax. Some states allow tax-included calculations only when disclosure requirements are met. Machine photos and approved sign text. Before operation; after price/sign changes Tax-included states Special calculationConfigure the correct divisor, taxable percentage, cost markup, price band, or allocation method. California, Florida, Idaho, Maryland, Missouri, Texas, Utah, Washington, and others use special mechanics. Calculation memo, invoices, POS configuration, reconciliation. Before filing; test monthly Affected states/products Records by machineRetain sales, fills, removals, spoilage, refunds, meter readings, and product mix by machine/location. Audits often require location and machine-level support. DEX/MDB logs, cash collections, card reports, inventory counts. Continuous; reconcile monthly Every machine Refunds and consumer noticeDisplay operator contact information and a workable refund process. Consumer-protection and machine-identification laws can require operator details. Machine label photo, refund log, customer-service procedure. Before placement; monitor monthly Every machine Location contractDocument permission, commissions, utilities, access, insurance, removal rights, and responsibility for permits. The site contract allocates commercial and operational risk but cannot waive regulatory duties. Executed contract and certificate of insurance. Before placement; annual review Every location Schools/public propertyReview nutrition standards, procurement, concession, accessibility, and revenue-sharing rules. School and government sites often have special statutes and contract rules. Bid/contract file, nutrition approval, site authorization. Before proposal or placement School/government sites Age-restricted productsPerform a separate legal review before vending tobacco/nicotine, alcohol, cannabis/CBD, medicine, lottery, or other restricted products. Ordinary vending rules do not authorize age-restricted or controlled products. Written counsel/agency approval, age-verification design, product permits. Before design or sale Special products only Data/payment complianceReview card-network rules, PCI scope, cash-discount/surcharge law, privacy, cellular terms, and refund handling. Payments add a separate regulated and contractual layer. Processor agreement, PCI evidence, privacy notice, surcharge analysis. Before launch; annual review Cashless machines Change monitoringMonitor rate, definition, permit, and food-code changes. Several state rules changed in 2025–2026 and local rates change regularly. Dated source copy, change log, owner assignment. At least quarterly Every jurisdiction