New York OCM-aware dispensary platform

Statutes that bite

Tax stack

Compliance topics surfaced in-platform

• Age 21+ adult-use / 18+ medical / 21+ CAURD lane separation with split traceability — ⚠️ the 18+ medical figure is NOT grounded in statute: Cannabis Law §§30–31 and Public Health Law §§3360, 3361 and 3364 were read in full and none sets an age floor, defines a minor patient, or requires a caregiver for one ('certified patient' and 'designated caregiver' both carry no age). two 18s exist in the programme and NEITHER is a patient floor. ① A HOME-CULTIVATION threshold on OCM’s patients page (“certified patients and designated caregivers 18+ … may cultivate cannabis at home”) — a cultivation privilege and NOT A REGISTRATION OR PURCHASE AGE, which is exactly the confusion that produced this defect. ② ✅ AND THE ONE THAT GOVERNS THE COUNTER, closed 2026-09-08 at the administering agency — OCM’s practitioners page: “If your patient is under the age of 18 or incapable of providing consent for medical treatment, at the time of patient registration, this patient will require … someone over 18 years old, to be designated as the patient’s caregiver.” So a New York patient may be certified at ANY age, and a patient under 18 must have a designated caregiver, auto-registered at certification. The 18 belongs to the caregiver, not the patient — publishing “18+ medical” refused a lawful 15-year-old certified patient transacting through their caregiver. ⚠️ OCM writes “over 18 years old”; whether that means 18 or 19 is not resolved by this source and is not resolved here
• Metrc tag handoff + manifest reconciliation, shaped to Metrc rather than filed through a direct Metrc API (OCM completed the BioTrack→Metrc migration; Metrc is the sole system of record)
• Patient registry lookup hook (medical / Registered Organization profile)
• OCM advertising-restriction framework, taken from the adopted rule rather than from reputation: 9 NYCRR Part 129 lists the prohibitions directly — no advertising attractive to under-21s, none within 500 feet of a school, playground, day care, park or library, none on public transit or publicly owned property, no medical or wellness claims, no discounts or coupons that would subvert State or local tax collection, NO BILLBOARDS AT ALL, no imagery of smoking or vaping, and nothing that promotes product potency. Digital adds two: §129.2(l) requires a website or app to carry a mechanism verifying the visitor is 21 or older, and (m) requires set disclosures on a social-media profile page
• CAURD (Conditional Adult-Use Retail Dispensary) license-vertical-restriction handling

What CannAgent is built toward for NY

• ✓Adult-use vs medical vs CAURD lanes — separate LICENCE classes, and only TWO tax lanes. A CAURD is a distinct licence (9 NYCRR Part 116, Cannabis Law §87) with its own siting and eligibility rules, but it is not a separate tax stack: Tax Law §493(b) imposes the 9% retail tax on “a person who sells adult-use cannabis products at retail”, which a CAURD is, and §493(c) imposes the 4% on the same event. The words “conditional” and “CAURD” do not appear anywhere in §493. ⚖️ And the incidence matters for the receipt: §493(b) says the tax “is imposed on the person who sells adult-use cannabis at retail and shall accrue at the time of such sale or transfer” — the RETAILER is the taxpayer, not the customer.
• ✓Three-tax §493 stack — 9% distributor-to-retailer (embedded in your cost of goods), then 9% state retail excise + 4% local retail at the register; the 4% is fixed by statute wherever retail is allowed, and we confirm your locality with you at onboarding
• ✓Manager write-up assistant configurable to NY labor + OCM rule taxonomy + the strict advertising rules surfaced inline

Operator playbooks

New York cannabis retail — common questions

Who regulates cannabis retail in New York?

New York Office of Cannabis Management (OCM) is the state cannabis regulator for New York. Official site: https://cannabis.ny.gov.

What seed-to-sale track-and-trace system does New York use?

New York uses METRC (Franwell) for seed-to-sale traceability — the de-facto standard across most regulated states. CannAgent maps its inventory and transfer events to METRC's required fields.

What cannabis taxes apply to retail in New York?

9% New York state cannabis distributor tax under Tax Law §493(a), effective June 1, 2024, replacing the prior THC-potency tax. TWO BASES, and which one applies depends on the licence: on a sale/transfer from a distributor to a retailer it is the wholesale transfer price; but §493(a) provides that where the distributor is licensed as a MICROBUSINESS or REGISTERED ORGANIZATION selling at retail, the tax falls on “seventy-five percent of the amount charged … for the sale or transfer of such products to a retail customer” — there is no wholesale transfer to tax, so the base is 75% of the RETAIL charge — this replaced the prior THC-potency tax. A separate 9% state retail excise plus a 4% local cannabis tax also apply on the retail sale to the customer (13% combined at retail). Medical cannabis is NOT exempt: it is taxed at 3.15% on the registered organization's gross receipts (reduced from 7% on June 1, 2024) under Tax Law §490. No general sales tax on cannabis at retail — the 9% excise replaces it for adult-use; medical separately exempt. Auto-tagged so general-sales-tax routines don't double-charge. 4% local cannabis tax on the retail sale — the rate is FIXED BY STATUTE wherever retail is allowed, and it is ONE 4% line at the register, not a 1% and a 3%. Tax Law §493(c) imposes the 4% and names the recipients; it contains no split. The 25%/75% allocation lives in Tax Law §496-B(b)(2) and is REVENUE SHARING AFTER COLLECTION: counties retain 25% and “shall distribute the monies received for each quarter … to such towns, villages and cities no later than the thirtieth day after receipt.” The arithmetic happens to land on 1% and 3%, which is why the old description survived — but a register that rings two local lines is describing a distribution it does not perform. In NYC (a city of 1M+) the comptroller settles the city's share first, so no county division applies. ⚠️ AND LOCALITIES CANNOT OPT IN. Cannabis Law §131 is an opt-OUT only and the window CLOSED: no local law may be adopted after “the later of December thirty-first, two thousand twenty-one or nine months after the effective date”. A town, city or village that never opted out is already in and cannot now prohibit; §131(2) preempts county, town, city and village bodies otherwise, and COUNTIES were never given the opt-out at all. The only move still available is one-way toward permitting — an opted-out locality may repeal its prohibition.

Is CannAgent available for New York dispensaries?

New York is a coming-soon market: the NY regulatory depth on this page is current and the code build is queued (track-and-trace vendor approval is in flight). Join the waitlist on this page and we'll reach out when NY goes active.

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