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Business Categorization Guidelines

The document provides instructions for categorizing businesses based on their name and website. It outlines specific categories such as Bars & Nightlife, Server, Digital Goods, and others, along with key traits to identify the correct category. Additionally, it includes best practices for categorization and exceptions for certain business types.

Uploaded by

Alinne Elizabety
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19 views2 pages

Business Categorization Guidelines

The document provides instructions for categorizing businesses based on their name and website. It outlines specific categories such as Bars & Nightlife, Server, Digital Goods, and others, along with key traits to identify the correct category. Additionally, it includes best practices for categorization and exceptions for certain business types.

Uploaded by

Alinne Elizabety
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Instructions

Business categorization HITs will provide you with the name and website of a business /
merchant. You will need to determine its correct category.

Use the website as a reference when determining what to categorize. What do they do? What
type of services are provided? Price of each service and how often?

Below, we provide some instructions and best practices for various categories:

1. Bars & Nightlife: Strip clubs only. Do not categorize as Bars & Nightlife unless it’s a
strip club. Bars and night clubs should be categorized as "Restaurants". Liquor and wine
stores should be categorized as "Grocery".

2. Server: Data hosting and cloud computing services, e.g. Azure, Google Cloud, Amazon
Web Services

3. Digital Goods: Online books (ebooks), Audible, and purchased movie/TV show streams

4. Electronics: Hardware stores, network devices, radios, laptops, etc.

5. Software (non recurring): Software that is not subscription based. In other words, it is
paid for once and not on a regular basis.

6. Recurring Software/SaaS: Software and technological services that are paid on regular
basis (e.g. monthly fee)

7. Food Delivery: Caviar/Doordash/Grubhub/Postmates/UberEats - services built for “Food


Delivery” as their business model (not to be confused with shipping)

8. Rideshare / Taxi: Uber, Lyft, and other applicable services, along with Taxi. (not to be
confused with Public Transportation)

9. Utilities: Utility bills. Plumbers, electricians, etc. should be categorized instead as


“Facilities expenses” or “Consultants / Contractors”

10. Rent: Office spaces like WeWork

11. Other Business Expenses: This is our “catch all” category for merchants that do not
clearly fit, with the given categories. An example would be “hairdresser”

Next, you will find key tricks. These are common traits / patterns that are likely to yield the same
category.

1. When the business is listed as "City of ______", it should almost always be categorized
as "Fees, licenses, and taxes". An exception would be if the name indicates that it is a
utility.
2. When the business is a non-profit and the website shows a link to "Donate", it should
almost always be categorized as a "Charity".

3. When the website has the option to sign up and become a "member" it is almost always
"Memberships / Clubs".

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