Out-of-State Tobacco Products Wholesale Dealer s Report

Transcription

1 Out-of-State Tobacco Products Wholesale Dealer s Report

2 Logging Into EDS Log in with the user id and password provided through the EDS registration process and click on the Login button. If you have not registered, click on the New User? link. If you cannot remember password, click on Forgot Password?

3 Filing a New Report Choose the license that you are filing the report for from the drop down menu. If you are using the FTP bulk upload process then you can click on the Upload to FTP Server link. If you are entering the detail manually or uploading only Transaction Data, click the correct report link under File a New report.

4 Upload to FTP Server The FTP Bulk Upload process to file your reports is detailed here. If you are using this method and click on the Upload to FTP Server link you will see this screen. From here you would click Browse and choose the file that you wish to upload. This is one optional method for filing reports and is complete at this step. If you are Manually entering data or uploading Transaction Data See the rest of the Tutorial below.

5 Completing the General Information Tab The General Information tab will auto populate with information provided during the registration process. A Reporting Period month and year must be selected. A selection from the Amended? pull down menu is also required. Only if the report gets amended, should Yes be selected from the dropdown box. Add the Report Submitted By name, which is the person verifying the submitted information. Once completed, click on the Save button.

6 Adding Report Detail

7 Invoice Information The invoice date and invoice number must match exactly what is printed on the invoice. This is for any invoice for product you receive or selling and invoicing to another licensee. No other data should be used in these fields.

8 Adding a Transaction Select a Transaction Type from the pull down menu. There are three different transaction types from which to choose. Use Other In for returns from retailers or taxable wholesale dealer transactions.

9 Adding a Transaction When you enter the Florida License/Permit#, the Name and Address fields should populate. If the permit number is unknown, type the name of the Supplier/Purchaser into the Florida License/Permit# field and click on Lookup.

10 Using the Lookup Feature There are two ways to search for licenses via the Lookup feature. If the license number is known, enter in the Florida License/Permit # field and select the Lookup button. If the name of the company is known, enter the entire or part of the name in the Name of Supplier/Purchaser field and select Lookup. If neither option produces the needed results, a list of licenses can found here. If you still do not find what you need, contact the EDS Help desk at eds.support@myfloridalicense.com.

11 No Results Using the Lookup Feature If an invalid license number is entered, a red error message displays, Enter a valid License Number.

12 Multiple Lookup Results In the event of multiple returns from using the Lookup feature, a popup window will appear with possible options based upon the search criteria. Select the appropriate row and the fields on the Detail tab will populate with the licensee s information. The Valid Until column will only return a status of Active or an expired date value. An expired date in this column means that the actual license expired two months prior to that date and can no longer be used in EDS. If a transaction occurred within that two month time frame, contact EDS Support at EDS.SUPPORT@MYFLORIDALICENSE.COM. The columns can now be sorted using the triangles in the column headers, but the default sort is by business name. The triangle of a sorted column will appear grey and only one column can be sorted at a time. An arrow pointing down shows a sort in descending order. A upward arrow represents an ascending order sort.

13 Multiple Lookup Results - Continued Search Within Results allows the user to filter the search results locally. The filter functionality will hide rows that don t match the filter criteria. The filter will match across any column value. If the user does not see the needed license, select Cancel and contact the EDS Help Desk at EDS.SUPPORT@MYFLORIDALICENSE.COM. Supply the name and address of the business if possible. TIP: Make sure that your browser s pop up blocker is turned off as multiple results come up in a pop up window.

14 Adding a Transaction Once the required data have been entered, select the Add Transaction button. The transaction types and quantities will be added individually under the Transactions area. These transactions will also be summed by Transaction Type in the Transaction Summary.. If data have been incorrectly entered into the fields at the top of the screen, Clear All will remove the individual transaction information. If all of the required fields have not been completed, EDS will flag those empty fields and block the transaction.

15 Upload Multiple Transactions EDS now allows for the upload of multiple transactions as long as they are formatted in the correct way. To begin click the Upload Multiple Transactions button. To begin formatting your Transactions correctly, first download the template.

16 The Template is in.csv format. Manipulate your data in Spreadsheet form to fit the labeled columns correctly

17 For Transaction type codes you will need to Download Lookup Legend.

18 The lookup legend shows what all the transaction codes are that need to be used to format any type

19 There are two links to download for the complete Business Entities

20 When your file has been formatted and saved click the Browse button to find the file. Choose your file and click Upload. The dialog box will show if records are accepted as valid. Valid records may be added but if there are any invalid records you may want to correct them and upload again before adding. Any transactions added will be duplicated if added again.

21 If records are rejected the dialog box will show which ones with the reasons why so that it may be corrected and uploaded again. Any accepted uploads will show in the Transaction Detail. You can enter the detail that was not accepted manually or correct the indicated errors in the file and upload again. It is necessary to remove the correct records from the file before uploading a new file that corrects the previous errors. EDS will duplicate transactions if they are uploaded multiple times.

22 Tip: Save your upload templates and use them to help with filling in subsequent reports.

23 Inline Sorting of Detail To help with finding detail that has already been entered EDS offers sorting by certain fields. Any column with a darker labeled header may be clicked on and the data will be sorted in ascending or descending order by that field.

24 Changing and Deleting Entries An entry can be changed or deleted using the radio buttons at the far right of each entry.

25 Changing an Entry Click on the Icon to change an Entry. You can change any of the fields shown in white. When complete click on the Icon to save changes. You will see a notice that the transaction was added or deleted successfully. If You did not need to make a change click the Icon to cancel.

26 Computation of Tax The data from the previous screens will automatically be calculated on the Summary of Transactions and Computation of Tax tab. Any authorized credits will be automatically applied. The credits applied may be viewed by clicking the View Credits links for Excise and Surcharge. The total tax due will be displayed in the Net Amount fields. Select Save when done.

27 Successful Submission After Submit Report is selected, a confirmation message will display - You have successfully submitted the report.

28 Accessing a Saved or Submitted Report From Home or after logging in choose the license from the drop-down menu that you wish to view reports from and click on the appropriate saved report. Submitted reports will appear under submitted work. From My Reports click on the appropriate report number for the Saved or submitted report you wish to work in.

29 Amending a Submitted Report To amend a submitted report, open the link under Submitted Work. On the General Information tab, change the Amended? field to Yes and proceed to make the necessary report changes before saving again and then resubmitting.

30 If a license/permit number cannot be located by using the Lookup Feature, please contact EDS support via for assistance. EDS.Support@MYFLORIDALICENSE.COM

31 The above is a sample of the Report Detail page. When all required fields are satisfied, click on the Add Transaction button.

32 Represented above is a recorded transaction followed by the associated summary.

33 Credits Updated October 2013 A Credit Vouchers tab has been added for recording excise and surcharge credits separately.

34 Above is an example of a credit entry for excise. Type in the certificate number and the excise amount. NOTE: You have to enter excise and surcharge entries separately. Do not combine credits when entering.

35 Above is a screenshot showing a successful credit entry.

36 Computation of Tax screen shot showing totals The Computation of Tax tab shows all calculations and provides a net amount of what is owed for the month.

37 Helpful Hint Save your report often. This helps guard against data loss and is considered a best practice.

38 Submitting a Report When all of the transaction detail has been entered, the report is ready for submission. Save the report one more time. Click on the Computation of Tax tab and then click on the SAVE button.

39 After the save is successfully confirmed, click on one of the links shown below to go back into the report.

40 From the View Reports screen, click on the view report number.

41 Click on the Computation of Tax tab.

42 Click on the Submit Report button to submit.

43 Click on OK if the report is ready to be submitted.

44 This is a screen shot of the confirmation page after submission. If this screen does not appear, the report has not been submitted. You must see this confirmation page for a successful save or submission to have been completed.

45 Technical Support Contact EDS Support for technical questions or to report a problem. If you need assistance filling out a report, contact your district office.