How to File a Beer and Wine Importer Tax Return


[Music] In this video, we will show you how to
file a beer and wine importer tax return. We protect all of your confidential information throughout the filing process. To begin the process, first go to the website CDTFA.CA.GOV and at the top click on login. That will
take you to the online services portal In order to file a beer and wine
importer tax return, you must log in with a username and password. If you do not
have a username and password and need assistance, please watch our tutorials online. The next step is to identify the account type for which you are filing. In this example we are filing a return for a beer and wine importer account. Then
click on the file pay and view link located here. On the CDTFA online filing page, we will enter our username and password and then click login. On the login homepage, under the accounts tab, we will click on the beer and wine
importer hyperlink. This will take us to the beer and wine importer account page.
Under the periods tab click on the return period for which you would like
to file. In our example we will file for the third quarter 2019 period which is
displayed by its return end date of September 30th 2019. On the initial
questions page, if you have imports to report that are not reported on another
beer manufacturer or winegrower report you can enter them here. In our example,
we will select yes that we have imported beer and/or wine into California and
another question will populate providing an option to manually enter the schedule
or upload an Excel workbook. We will select manually and click next. This will
take us to the beer and wine imported into California page. To get started we
will click on add a record. A box will pop up and we must enter all the
required information to proceed. After entering all the information, we will click on add. The information we just entered will
populate in the table. We can verify the name of the common carrier and the
associated gallons reported. To delete a record, we can click on the X. To edit a
row, click on the pencil and pad icon. To add an additional record, click on the
add a record link. Once we have added all of our imports, we will proceed by
clicking next. This will take us to the beer page. The beer imports from your CDTFA-269-BW are listed in the transactions. You can claim any beer
related exemptions from tax under exemptions. In this example, we will
report exports from California of 50 gallons and spoiled beer of 40 gallons.
Pre-authorization is required for destruction of spoiled beer or wine
pursuant to Alcohol Beverage Tax Regulation 2552. Click next.
This next slide shows your transactions for wine not over 14%. Here you can
report any applicable exemptions for this category. In this example, we will
report no exemptions and click next. This next slide shows your transactions
for wine over 14% and hard cider here you can report any applicable exemptions
for this category. In this example, we will report no exemptions and click next.
This next slide shows your transactions for sparkling wine. Here you can report
any applicable exemptions for this category. In this example, we will report
no exemptions and click next. On the attachments page additional information
is required if spoiled alcohol or other exemptions were reported. In our example, we reported 40 gallons of spoiled beer and we need to add the authorization of
destruction of beer and wine. To upload this information, we will click on add
and use the drop down menu to select the attachment type. Add a description of the
file. Use the choose file button to navigate to your file then click save. To
add additional documents, click add. If you have no further attachments, click
next to continue. The summary page gives you a
summary of the tax for each alcohol category and a total of tax due or
refund claimed. If you need to make edits click on previous. Otherwise click next.
Enter your required information and click submit. When you click submit, a
window will appear to confirm your intent to file electronically and that
your return is true correct and complete. Please read the information carefully. Enter your password and click OK to submit. This will serve as your authorization and confirmation. You will not receive a confirmation email. This confirmation page represents a return filing only. To make an electronic
payment, click on the make a payment button. To print your submitted return,
click on the print return button. If you still have questions, please call our
customer service center at 1-800-400-7115. [Music]

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