taxpaid cigarette wholesale dealer’s report · helpful hints if you are keying in a large amount...
TRANSCRIPT
Taxpaid Cigarette Wholesale Dealer’s Report
(CWD)
Log into EDS using your Email Address/User Id and Password.
If you have forgotten your password, click on the
Forgot Password? link.
Logging into EDS
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
Filing a New Report
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.
Filing out 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 drop
down box. Add the Report Submitted By name, which is the person verifying
the submitted information. Once completed, click on the Save button.
Accessing a Saved Report
From My Reports click on the appropriate report number for the Saved report you wish to work in.
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.
Report Detail
Transaction Type Overview
Purchased from Florida Wholesalers- A purchase from a licensed Florida entity
Sales to Florida Wholesaler- A sale to a licensed Florida entity
Returns from Florida Wholesalers-return of product sold to a licensed distributor
Other in and/or Other out-These should be used for any transaction that
falls outside of the normal transaction types and should be approved by your ABT district office.
Note: If you are having difficulty looking up or finding a permit/license
number within EDS, please consult the webpage here.
Assistance can also be provided through the EDS support mailbox. [email protected]
License Filtering
• Cigarette Wholesale Dealer
• Retail Tobacco Products Dealer
EDS filters licenses to only allow those that should be associated with a
specific report. If submission of transaction detail with an incorrect license
type or an expired license is attempted, EDS will reject it and return an error
message.
For the Taxpaid Cigarette Wholesaler’s Report only the following license types
will be allowed based upon the type of transaction:
Transaction Filtering
After a license has been selected for a product transaction, the transaction type control will
be changed to indicate which transactions are allowed for the license selected.
The items in white and do not have an “x” are allowable transaction types. The items that have an “x” and are highlighted yellow indicate the transaction type is not allowed for the
license selected. If the user selects an invalid transaction type, they will see the above
validation error message.
All of these transactions require a Florida license/permit number with the exception Other In, Other Out.
The Transaction Type pull down menu contains the type of transactions
that can be recorded on the Report Detail page. All of these require
a Florida license/permit number with the exception of Other In and
Other Out.
Report Detail Overview
Select pack size type from the Pack Size pull down menu.
You may only select pack sizes of 20 or 25. The pack size of
10 is no longer allowed per statute.
Pack Size
Using the Lookup Feature
There are two ways to search for licensees via the Lookup feature. If the license number is known, enter the number in the Florida License/Permit # field and select the Lookup button. If the name of the licensee is known, enter the entire name or enter the first part of the name followed by the % sign in the Name of Supplier/Purchaser field. Select Lookup. The % will start a wildcard search and provide a greater chance of finding the licensee.
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.
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 [email protected].
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.
Multiple Lookup Results - Continued
Search Within Results allows the user to filter the search results locally.
The filter functionality will hide rows that do not 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 [email protected]. Supply the name and address of the business if possible.
No Results Using the Lookup Feature
If an invalid or unrecognized license number is entered, a red error message displays,
“Enter a Valid License Number Required”
A licensee’s name and/or their license number can be verified by navigating to the
list of beverage distributors on the Division’s site here.
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.
The Template is in .csv format. Manipulate your data in Spreadsheet form
to fit the labeled columns correctly
For Transaction Type, Pack Size ID and Stamp Type ID
codes you will need to
Download Lookup Legend.
The lookup legend shows what all the transaction codes
are that need to be used to format any type of report.
There are two links to download for the complete
Business Entities listings here under Add DBPR Business
Entities.
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.
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.
Tip: Save your upload templates and use them to help with filling in subsequent
reports.
Helpful Hints
If you are keying in a large amount of data, save often.
This helps guard against data loss and is considered a “best practice”.
TIP: If you are going to pause the report activity for more than ten
minutes, save the report and close out of EDS altogether.
To resume your report, log back in and open the report from the Saved
Work link.
County Sales/Returns
Use the Transaction Type pull down menu to select Sold in County or
Returned from County.
Transaction Options
Select from the County drop down menu.
County Options
Enter the amount being sold or returned in the Quantity field.
Click on the Add Transaction button.
Quantity
This screen shot shows a successfully recorded county sales transaction.
Successful Transaction
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.
Changing and Deleting Entries
An entry can be changed or deleted using the radio buttons at the far
right of each entry.
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 successfully.
If You did not need to make a change click the Icon to cancel.
Pack Summary
The Pack Summary page
is where inventory will be
recorded.
Click the Load Prior
Inventory button to
Import the previous
month’s ending balance
to the current month’s
balance on hand.
Enter actual inventory for
each
pack size. Once
complete Save and click
on the Continue to
Review &
Confirm button.
Pack Summary
The Review &Confirm page will show the pack summary totals.
You must save the report one more time prior to submitting.
This is the Confirmation page. You must receive this page for your
submission to have been successful.
If you have not received this confirmation page, contact EDS support.
Accessing a Saved or Submitted Report
From My Reports click on the appropriate report number for the Saved or submitted report you wish to work in.
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. Saved reports will appear under Saved Work.
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.
Technical Support
[email protected] Contact EDS Support for technical questions or to report a problem. If you need assistance filling out a report, contact your district office.