Active case
Question 5
CA Services Tax: Docs & Decisioning
Problem statement
Deliverable
For transactions that are being paid out of california for services with a delivery in California, provide a quick summary of the documentation we need to collect. It should be simple, easy to understand, and detailed enough that we can start a spec next. Please format it very well.
Scope & Constraints
- Transactions paid out of California for services delivered in California.
- Services only (no goods or mixed product sales).
- Payee may be an individual or a company.
- Payee may be in California or outside California.
- Focus on California requirements — not federal.
How we’ll present the solution
- Dynamic decision tree (within this tab set) reflects the scope above.
- As you answer, a formatted list of required documentation appears below the tree.
- Content is concise, spec‑ready, and visually scannable.
- Downloadable Excel checklists generated by three LLMs (GPT‑5, Sonnet, and Grok) are available in the “Excel checklists” tab.