Sales Tax Quick Reference Guide - Texas Comptroller of Public ...

More documents

Recommendations

Info

Texas Sales Tax – EDI Electronic Reporting Quick Reference GuideIf you have taken a credit(s) against taxable sales on this return, clickthe drop-down arrow and select . Enter the date upon which thecredit(s) was established and the total amount of the credit(s). (The datecannot be after the filing period on the return.) Click and close.If you select the option, you have indicated there were no creditstaken on this report and your taxable sales have not been offset by acredit. (The amount you enter is for informational purposes only. It is notused in calculating tax due on this report).ExportedSales (Sales Tax Only)You must answer this question before you will be able to process yourreturn. “Did you refund sales tax for this filing period on items exportedoutside the United States based on a Texas Licensed Customs Broker ExportCertification?”Click if you have refunded sales tax for exported items during thisfiling period. Enter the total state and local sales tax refunded for itemsexported outside the United States from all Texas Licensed CustomsBroker Export Certificates.Click if no sales tax was refunded.Click .Printing ReturnOn the Return Summary screen, click . Click on “Do youwant to print?”Note: Do not send a paper copy of the report to the Comptroller’s office!Processing ReturnsClick .Highlight the return to be processed.Click .If an EFT payment has been entered, you will see a Processing PaymentVerification screen showing all the payment information. If everything is6 Susan Combs • Texas Comptroller of Public Accounts
Texas Sales Tax – EDI Electronic Reporting Quick Reference Guidecorrect, click . If you need to change the information, click and return to the Report Summary page to make changes.Click on the Select EDI File window.Note: If there are errors on the return, a Processing Error box will display theerrors. You must go back and correct the error before processing the return again.Click .Processing Status for the return should change from “U” to “P” and a filename will appear in EDI File column on the Returns to Process screen, if has been selected in the Data Filter line.Enveloping Returns (Optional)To combine two or more returns in one file after all returns have beenprocessed, click in the Data Filter line. Highlight all returnsyou want to envelope by holding down your key and clickingon each file to be enveloped.Click .Click on the Select Envelope EDI file box.Click in the Envelope EDI File Saved As… box.A file name will appear in the EDI File Column and Envelope will showin the Report Type Column.Signing on to the Internet for the First Time to Create a PersonalIdentification Number (PIN) and to SendTest FileYou will need the WebFile number pre-printed on your sales taxreturn. The WebFile number is printed in the upper left-hand cornerof the report and consists of eight alphanumeric characters (example:RT123456).Click and then select . The Electronic DataInterchange page will open.Click .Click .Susan Combs • Texas Comptroller of Public Accounts 7
Page 1: Texas Sales TaxElectronic Reporting
Page 4 and 5: Texas Sales Tax - EDI Electronic Re
Page 15 and 16: For more information please use the

Sales Tax Quick Reference Guide - Texas Comptroller of Public ...

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?