Orthotic Shop, Inc. v. Dep't of Revenue

CourtCourt of Appeals of Washington
DecidedJanuary 23, 2024
Docket39321-6
StatusUnpublished

This text of Orthotic Shop, Inc. v. Dep't of Revenue (Orthotic Shop, Inc. v. Dep't of Revenue) is published on Counsel Stack Legal Research, covering Court of Appeals of Washington primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Orthotic Shop, Inc. v. Dep't of Revenue, (Wash. Ct. App. 2024).

Opinion

FILED JANUARY 23,2024 In the Office of the Clerk of Court WA State Court of Appeals Division III

IN THE COURT OF APPEALS OF THE STATE OF WASHINGTON DIVISION THREE

ORTHOTIC SHOP, INC., a Michigan ) corporation AND S & F ) No. 39321-6-III CORPORATION, a Minnesota ) corporation, ) ) Appellant, ) ) UNPUBLISHED OPINION v. ) ) STATE OF WASHINGTON ) DEPARTMENT OF REVENUE, ) ) Respondent. )

FEARING, C.J. — Orthotic Shop Inc. and S&F Corporation sell products on the

Amazon website. In this appeal, the two merchants disavow tax liability, under the

Washington State business and occupation tax (B&O) scheme and the sales tax program,

for products sold on the website and stored by Amazon in Washington State. We affirm

the Department of Revenue’s assessments of taxes against the two.

FACTS

We garner the facts primarily from the board of tax appeals’ findings of fact and

conclusions of law. This case arises from the nonpayment of sales taxes for the sales of

goods in Washington State and from the nonpayment of business and occupation (B&O)

taxes on income generated from the storage of goods in Washington State. No. 39321-6-III, Orthotic Shop, Inc. v. Department of Revenue

The appellant merchants Orthotic Shop Inc. (Orthotic Shop) and S&F Corporation

(S&F) sell products on Amazon.com by participating in Amazon’s Fulfillment by

Amazon (FBA) program. S&F, a Minnesota company, sells cell phone accessories.

Orthotic Shop, a Michigan company, sells orthotic footwear.

To participate in the FBA program, a merchant must sign a contract, with Amazon

Services, LLC (Amazon), entitled Amazon Services Business Solutions Agreement

(BSA). Under the BSA, the merchants, identified as “seller,” pay Amazon monthly

subscription fees, referral fees, and closing fees for sales.

S&F and Orthotic Shop disclose information about their respective products on a

selling page on Amazon’s website. The selling page lists each of the companies as the

seller of their respective goods.

The merchants do not ship their products directly to customers. Instead, under the

FBA program, the merchants, at their own cost, send the products to an Amazon

warehouse and Amazon ships the goods to the purchasers. The BSA reads that Amazon

will store the seller’s goods, keep electronic records to track the inventory, and may

comingle the goods with other goods. The BSA allows Amazon to “move Units

[products] among facilities.” Clerk’s Papers (CP) at 25. A section of the BSA addresses

the implications of Amazon’s storing of products on tax liability:

“F-14 Tax Matters. You understand and acknowledge that storing Units at fulfillment centers may create tax nexus for you in any country, state, province, or other localities in which your units are stored, and you

2 No. 39321-6-III, Orthotic Shop, Inc. v. Department of Revenue

will be solely responsible for any taxes owed as a result of such storage. If any Foreign Shipment Taxes or Your Taxes are assessed against us as a result of performing services for you in connection with the FBA program or otherwise pursuant to these FBA Service Terms, you will be responsible for such Foreign Shipment Taxes and Your Taxes and you will indemnify and hold Amazon harmless from such Foreign Shipment Taxes and Your Taxes as provided in Section F-10 of these FBA service terms.”

CP at 25 (emphasis added) (boldface omitted).

Other language in the BSA also addresses payment of any sales and other taxes

owed as a result of fulfillment services performed by Amazon.

Tax Matters: As between the parties, you [seller] will be responsible for the collection, reporting, and payment of any and all of Your Taxes, except to the extent that (i) Amazon automatically calculates, collects, or remits taxes on your behalf according to applicable law; or (ii) Amazon expressly agrees to receive taxes or other transaction-based charges on your behalf in connection with tax calculation services made available by Amazon and used by you. “Your Taxes” means any and all sales, goods and services, use, excise, premium, import, export, value added, consumption, and other taxes, regulatory fees, levies (specifically including environmental levies), or charges and duties assessed, incurred, or required to be collected or paid for any reason (a) in connection with any advertisement, offer or sale of products or services by you on or through or in connection with the Services (b) in connection with any products provided for which Your Products are, directly or indirectly, involved as a form of payment or exchange; or (c) otherwise in connection with any action, inaction, or omission of you or your Affiliates . . . . Also, if the Elected country is the United States, Mexico, or Canada as it is used in the Fulfillment by Amazon Service Terms, this defined term also means any of the types of taxes, duties, levies, or fees mentioned above that are imposed on or collectable by Amazon or any of its Affiliates in connection with or as a result of fulfillment services including the storage of inventory of packaging of Your Products and other materials owned by you and stored by Amazon . . . . The Selling on Amazon Service (“Selling on Amazon”) is a Service

3 No. 39321-6-III, Orthotic Shop, Inc. v. Department of Revenue

that allows you to offer certain products and services directly on the Amazon Sites.

CP at 24-25 (emphasis added) (footnotes omitted) (boldface omitted) (alteration in

original).

As if two other paragraphs about tax liability did not suffice, the BSA incorporates

a tax indemnity clause:

In addition to your obligations under Section 6 of the General Terms of this Agreement, you also agree to indemnify, defend, and hold harmless us, our Affiliates, and our and their respective officers, directors, employees, representatives, and agents against any Claim that arises from or relates to: . . . (c) any of Your Taxes or the collection, payment, or failure to collect or pay Your Taxes; and if applicable (d) any sales, use, value added, personal property, gross receipts, excise, franchise, business, or other taxes or fees.

CP at 26 (emphasis added) (alteration in original).

The BSA includes other onerous terms on the merchant sellers. Amazon disclaims

any duties as a bailee. The sellers

“WAIVE ALL RIGHTS AND REMEDIES OF A BAILOR (WHETHER ARISING UNDER COMMON LAW OR STATUTE OR OTHERWISE) RELATED TO OR ARISING OUT OF ANY POSSESSION, STORAGE, OR SHIPMENT OF YOUR PRODUCTS BY US [Amazon].”

CP at 25.

In March 2016, the State Department of Revenue requested that S&F complete a

questionnaire regarding business activities in Washington State. S&F completed and

returned the questionnaire to the Department that same month. S&F answered that it sold

4 No. 39321-6-III, Orthotic Shop, Inc. v. Department of Revenue

products at retail to consumers in Washington and gained $170,719 of gross retailing

revenue from those sales in 2015. At the Department of Revenue’s request, S&F also

sent Amazon Inventory Event Detail reports, which listed all shipments and warehouse

transfers occurring in Amazon-owned warehouses during the tax period.

The Department of Revenue audited S&F for the period March 17, 2011 through

March 31, 2016, using sales data sent by S&F. Based on the audit, the department issued

tax assessments totaling $231,354.00, $157,563.00 of which represented the total of retail

sales tax and retailing B&O tax, and the balance constituted interest and penalties. The

audit report asserted that S&F maintained a nexus to Washington State because it had a

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