Excise Tax IFTA/Intrastate E-File July 2014.

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Excise Tax IFTA/Intrastate E-File www.dornc.com July 2014

Transcript of Excise Tax IFTA/Intrastate E-File July 2014.

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• Features• Benefits • Online Account Setup • File a Tax Return – No Operations and With

Operations• Order Credentials• View a Return or Credential Order• User Manual

Topics

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• Order IFTA and/or Intrastate Credentials• IFTA Quarterly Tax Filing• View Tax Returns or Credential Orders

• View and print IFTA returns previously filed online• View and print the confirmation for IFTA and Intrastate

credentials previously ordered online

• Grant or revoke access to your online account by a reporting service or third party representative

• IFTA/IN web questions & suggestions

Features

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Benefits

• Log into the IFTA/Intrastate E-File application at any time

• No paper return to complete and mail • Faster processing of your return• System performs all calculations to determine

tax or refund due • Acknowledgement that your return or

credential order has been received• Acknowledgement that your payment has

been received

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Getting Started – First Time User/Initial Access Setup

Follow the instructions in the letter to establish your online account. You must set up your account within 90 days of the date on your access code letter; otherwise, your access code will expire. If you do not have your letter or if your access

code has expired, contact us at (919) 707-7500 or (877) 308-9092 to obtain your access

code.

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Getting Started – First Time User/Initial Access Setup

Go to www.dornc.com and select E-Services (Electronic Services) for Businesses.

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Getting Started – First Time User/Initial Access Setup

Click the Motor Fuels IFTA/Intrastate E-File link.

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Getting Started – First Time User/Initial Access Setup

When you are ready, click the link to log into the application.

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Getting Started – First Time User/Initial Access

Setup

Select OK when the security alert box appears.

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Getting Started – First Time User/Initial Access Setup

To advance through the application, click the Submit button.

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Getting Started – First Time User/Initial Access Setup

To set up your online account, select the First Time User/Initial Access Setup link.

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Getting Started – First Time User/Initial Access Setup

Read the setup notice and click the Submit button.

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Getting Started – First Time User/Initial Access Setup

Enter the NCDOR ID and access code from the letter you received. The access code is case-sensitive. You

must use capital letters. Click Submit.

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Getting Started – First Time User/Initial Access Setup

In addition to you, you may grant access to your online account to a reporting service, a third party representative, or both. If you

would like for someone other than yourself to have access to your online account, check the appropriate box. Click Submit.

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Getting Started – First Time User/Initial Access Setup

If you want a reporting service to conduct business on your behalf and the designated reporting service is not included in the drop

down list, you must have the reporting service contact our office to be added to the system.

Click Submit.

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Getting Started – First Time User/Initial Access Setup

If you want a third party representative to conduct business on your behalf, you must indicate if the representative already

has an IFTA/Intrastate online account or if the representative is a new user. Click Submit.

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Getting Started – First Time User/Initial Access Setup

If the third party representative has an existing IFTA/Intrastate online account, enter their email

address. Click Submit.

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Getting Started – First Time User/Initial Access Setup

If the third party representative is a new user, enter the representative’s email address, name, telephone

number, and password. Click Submit.

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Getting Started – First Time User/Initial Access Setup

To complete the setup of your online account, enter your email address, name, telephone number, password and

pass-phrase. Click Submit.

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Getting Started – First Time User/Initial Access Setup

Verify the information you have entered and click Submit.

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Login

To login to your account, enter your email address and password and then click Submit. If you forgot your

password, select the link to obtain your password hint. *

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Main Menu

From the main menu, select the action you would like to perform. Click Submit.

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To file an IFTA tax return, select the Quarterly Tax Filing option. Click Submit.

File A Tax Return

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File A Tax Return – No Operations

Select the reporting period for the return. If you did not operate in any jurisdiction, answer “no” to the question. If

you operated in North Carolina or any other jurisdiction during the reporting period, make sure to answer “yes.” Click

Submit.

Are you sure?

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File A Tax Return – No Operations

The system will calculate any applicable penalty based on the due date of the return you are filing.

Click Submit.

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File A Tax Return – Confirmation

Make sure to print the return confirmation for your records. If you would like to print a copy of the

return, select Print Return.

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File A Tax Return – With Operations

To report miles traveled in North Carolina or any other jurisdiction, make sure to answer “yes” to the

operations question. Click Submit.

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File A Tax Return – With Operations

To select a fuel type, click on the dropdown arrow and select the appropriate fuel type. Then enter the total miles traveled

in all jurisdictions and the total fuel consumed in all jurisdictions. You must report mileage and fuel usage

information for each fuel type separately.

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File A Tax Return – With Operations

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File A Tax Return – With Operations

Review the information you entered to ensure it is correct. Click Submit.

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File A Tax Return – With Operations

Indicate the jurisdictions in which you traveled by clicking on the appropriate states on the map or list. If you use the list,

click the green arrow to transfer the selected jurisdictions to the list on the right. Click Submit.

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File A Tax Return – With Operations

Need more information on how to select or remove a jurisdiction? Click the help button for instructions.

Not sure how?

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File A Tax Return – With Operations

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File A Tax Return – With Operations

Enter the miles traveled and fuel gallons purchased in each jurisdiction for each fuel type previously selected.

If you traveled in multiple jurisdictions, click Next to enter the information for additional jurisdictions.

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File A Tax Return – With Operations

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File A Tax Return – With Operations

The system will calculate the tax payment due. Click Submit.

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File A Tax Return – With Operations

Review the information you entered to ensure it is correct. Click Submit.

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File A Tax Return – With Operations

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Tax Due Return – Make A Payment

If your return shows a tax payment due, select a payment option. Click Submit.

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Tax Due Return – Bank Draft Payment

If you selected to pay by bank draft, enter your routing number, account number, and select the account type. If you need help locating this information, click the Help

button.

Needhelp?

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Tax Due Return – Bank Draft Payment

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Tax Due Return – Bank Draft Payment

You must re-enter your bank account number for verification purposes. Click Submit.

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Tax Due Return – Credit/Debit Card Payment

If you selected to pay by credit/debit card, select the card type and enter the card number, expiration date,

card holder’s name, and the zip code that appears on the card’s billing statement. Click Submit.

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Tax Due Return – Credit/Debit Card Payment

Review the information you entered to ensure it is correct. A convenience fee is charged for credit/debit card payments. Click Submit.

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File A Tax Return – Confirmation

Make sure to print the return confirmation for your records. If you would like to print a copy of the

return, select Print Return.

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File A Tax Return – Confirmation

To print the return, you must change your printer setting to landscape.

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File A Tax Return – Confirmation

Once you have printed the return, select Back to return to the confirmation screen.

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File A Tax Return – Confirmation

If you would like to perform another action, select Menu to return to the main menu. Otherwise, select Exit to log out of the e-file application.

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Order Credentials

To order credentials, select the Order Credentials option. Click Submit.

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Order Credentials – Decals And License

If you need decals, you must select the tax type and enter the number of decal sets requested. One decal

set contains two decals, one for each side of the vehicle. Click Submit.

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Order Credentials – Confirmation

Make sure to print the credential order confirmation for your records.

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Inquiry – Tax Returns Or Credentials

To view returns or credential orders previously submitted online, select the Inquire Tax Returns or

Credentials option. Click Submit.

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Inquiry – Tax Returns Or Credentials

Select the type of online transaction that you would like to view. Click Submit.

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Inquiry – Tax Return

If you selected to view tax returns previously filed online, enter the reporting period of the return you

want to view. Click Submit.

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Inquiry – Tax Return

If you would like to print a copy of the return, select Print Screen. To return to the main menu,

select Submit.

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Inquiry – Credentials

If you selected to view credential orders previously submitted online, enter the tax type and year for which credentials were requested.

Click Submit.

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Inquiry – Credentials

Select a specific credential order to view. Click Submit.

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Inquiry – Credentials

If you would like to print a copy of the credential order confirmation, select Print Screen. To return

to the main menu, click Submit.

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IFTA/INTRASTATE INTERNET TAXPAYER USER’S MANUAL

• For step-by-step instructions, go to www.dornc.com.• Select Tax Forms, Download Forms, and then click on

International Fuel Tax Agreement (IFTA). • Under the heading “Motor Fuels IFTA/Intrastate Internet

Filing”, click on “User Manual” to open the user manual.• Additional topics covered in the User Manual

• User Management • Manage reporting service or third party access to your

online account• Close account• Change password or retrieve forgotten password• Frequently asked questions