User Manual
Contents
1. IFTA INTRASTATE E FILE USER MANUAL EXCISE TAX DIVISION Revised July 2014 TABLE OF CONTENTS MOTOR CARRIER TE TA INT RAS LA LE esesesesesesesesesececesecececescocococococococococococococococosocososososococosesoso 3 FIRST TIME USER INITIAL ACCESS SETUP ccccsccscccccccccccccccccccccccccccccccccccccccccccees 4 QUARLEREA TAA FILING una O RD aaa Dad aie ee SEO 14 REPORTINGINO OPERATIONS us cassio Caio aa a ue A a a ea a owe eat aa 15 REPORTING OPERA TION Se assa caio sosaR EO SEa RS Uia ca Goa Cosa RE ends AA 19 SUBMITAPAM N span to as ae eee een a weer eta E A a dp Seeker neat aren RE DN e opa 27 Bank DTO dias asi ees ected wig E T e a Ud pl A Rd a O Ra a pd 28 CID COC asso serene sa Teo ae oP E O RA ate ed TAT a a aids Seda 30 CONTIN GION eis vee San es Gere ahaa ey eee ee aa ees 32 ORDER CREDENTIALS sus aaisssiss Ricdaeckcietscleebekceacteeiies RA aoa d DS secas anta dadas sia ida 33 INQUIRE TAX RETURNS OR CREDENTIALS eeesseossseosssecsscoosseoosseossseossecosseososeosssecsseeosseossseoo 37 RAD RETORN ee ened teeta Po a O RO RR RR O RR A RR RR 38 C REDENTENES sora ra eee erat eeu oo a AR RAD Mae Raia o DRTATO alt Ma NO A etna teats Meeks 41 CLOSEAUCOU Ns sos dia aa ea a a a OR O Ri See RR O ee a 45 USER MANAGEMENT ea ese 49 ADD USER cirie ae Sa a a O a o ent ocean 50 TEC POV IIL SCV VIC CS cursa adi de a Ego ag SO SR 32 RA RA oi en ORY 2 E EEE E E EE E E E EE E E E ET 54 REMOVE A USF Ra A a a Sl ER RT A a2. Inquiry Selection Choose one of the options and click submit Select Here M Click a question mark below for Select Here help with menu item Tax Return 2 Tax Return j Credentials 2 Credentials YOU Can view tax returns or credentials that have been started or are complete IFTA Intrastate E File User Manual 38 Inquire Tax Returns or Credentials Tax Return Step 2 The Tax Return Period for Inquiry screen will be displayed Use the drop down lists to select the quarter and year of the return you would like to view Select Submit to continue z cd 7 ae a i al tia North Carolina Rin NT SS Department of Revenue ah as l A pu pes ie pi Home About Us What s New Electronic Services Tax Forms Search NS f Electronic Services NCDOR ID 123000000 Tax Return Period for Inquiry Account Hame HEV Select the inquiry period Quarter Qtr3 July Sept Year 2011 This screen allows selection of returns filed on line if there are any questions please contact the Motor Fuels Tax Division IFTA Intrastate E File User Manual 39 Inquire Tax Returns or Credentials Tax Return Step 3 Once you have selected the applicable return the Tax Return Summary screen will be displayed showing the tax return information filed for the designated reporting period If you would like to print the return information select Print Screen othe
3. Reporting No Operations b File a quarterly IFTA return Reporting Operations c Submit an electronic payment with a return Important You cannot submit a payment without filing a tax return On the Main Menu select Quarterly Tax Filing from the drop down list and select Submit to continue North Carolina Department of Revenue TF F ce Home About Us What s New Electronic Services Tax Forms Search go t Electronic Services Account Hame NCDOR ID HE 123000000 Main Menu Choeose one of the options Select Here E H Click a question mark below for select Here Order Credentials Quarterly Tax Filing Inquire Tax Returns or Credentials help with a menu item Order Credentials Quarterly Tax Filing Inquire Tax Returns or Credentials Modify My Password Update My Information User Management Close Account Modity hy Password Update My Information User Management Close Account IFTA Intrastate E File User Manual 14 Quarterly Tax Filing Reporting No Operations Step 1 Ifyou are a reporting service or third party representative and you conduct business for more than 20 IFTA accounts the Account Selection screen will be displayed otherwise skip to Step 2 Enter your client s NCDOR ID and select Submit to continue Important Ifyou are a reporting service or third party representative and you represent fewer than 20 IFTA accounts the account
4. Step 2 Ifyou are a reporting service or third party representative and you conduct business for more than one IFTA or Intrastate account the Account Selection screen will be displayed otherwise skip to Step 3 Enter the appropriate NCDOR ID and select Submit to continue E ai Ca i E De ii a i es ie A E ai ah North Carolina mei he ae S a Department of Revenue ur Va tt Se ee pal ay Home About Us What s New Electronic Services Tax Forms Search HS go t gt Electronic Services Account Selection Enter NCDOR ID 123000000 a Submit Reresh cancer IFTA Intrastate E File User Manual 46 Close Account Step 3 On the Close Account screen you must do the following e Select the tax type IFTA or Intrastate of the account you want to close e Enter the date the account should be closed Important If you cease operations in the middle of a quarter you are still liable for filing a tax return if applicable for the last quarter in business Select Submit to continue i ee es North Carolina pete aee e a a Department of Revenue md fai L i a E zee sed see e E Home About Us What s New Electronic Services Tax Forms Search go E Electronic Services Account Hame NCDOR ID Hew 123000000 Close Account Select a tax type to close EEE ameuem Please enter the effective date mmiddjyyy By choosing Submit you certify that to the best of you
5. Year 2011 Did you have operations in ANY Yes No state By choosing Submit you certify that to the best of your knowledge this information is accurate Choose Back to change any information and choose Cancel to leave the application without saving The postmark date of your return is the date your return is completed on the Web and you get your confirmation page Returns completed after midnight will be postmarked with the next day s date Once you have submitted your return and have received the confirmation that it has been filed you cannot make changes to the return online However you can view the return by choosing the Inquire Tax Returns or Credentials option from the main menu IFTA Intrastate E File User Manual 16 Quarterly Tax Filing Reporting No Operations Step 3 Based on the due date of the return you are filing the system will calculate any applicable penalty due which will be displayed on the Penalty Payment screen Select Submit to continue Important If you are filing the tax return after the due date you will have the option of submitting an electronic payment for the amount owed before receiving a return confirmation Go to the Submit a Tax Payment section for instructions North Carolina 4 Department of Revenue o OF Home AboutUs What s New Electronic Services Tax Forms Search NS H Electronic Services Account Hame NCDORID Year Quarter HEY 1230
6. A T 1 i wh Cade fe i 4 North Carolina Department of Revenue L e Home About Us What s New Electronic Services Tax Forms tf Electronic Services Account Hame NCDOR ID Year Quarter NEW 125000000 2014 July Sept Miles Per Gallon Schedule A Fill in the Total Miles Traveled and Total Gallons placed in all vehicles for each fuel type used in your operations Fuel Type Code Total Miles Traveled Total Gallons Diesel dl eso firsoo Round miles and gallons to the nearest whole number Total Miles Traveled includes all miles in IFTA and non IFT A jurisdictions Total Gallons includes all fuel including bulk withdrawals and service station purchases placed in qualified vehicles IFTA Intrastate E File User Manual 21 Quarterly Tax Filing Reporting Operations Step 4 Using the Miles Per Gallon Summary screen review the fuel type s total miles traveled and total gallons entered previously to ensure it is correct Select Submit to continue m E ua a n a i 7 da als 2 Es North Carolina cdi Va Shar q tx Department of Revenue dk 4 amr er qu Eee 1 a Home About Us What s New Electronic Services Tax Forms Search NS go f Electronic Services Account Hame NCDOR ID Year Quarter NEW 125000000 2011 July Sept Miles Per Gallon Summary Fuel Type Code Total Miles Traveled Total Gallons Miles Per Gallon DI Diesel 96500 17900 5 50 IFTA Intrastate
7. Credentials Confirmation screen will be displayed Make sure to print the order confirmation for your records by choosing Print Screen If you need to perform additional functions select Menu to return to the main menu otherwise select Exit to log out Important The address displayed is the address to which the credentials will be mailed If you need to update your address contact us at 919 707 7500 or 1 877 308 9092 17 ae des E 4 North Carolina Department of Revenue ar A ua rr e h fr E 4 L Home About Us What s New Electronic Services Tax Forms g0 Electronic Services Account Hame NCDOR ID Year HEY 123000000 2041 Order Credentials Confirmation Thank you You have completed your IFTA Intrastate Credential order Print this screen for your records Confirmation Number 20111027111111 Tax Type IFTA Registration Year 2011 Decals Requested 5 License Issued 1 Address B37 S4 MARINGH RD TABOR CITY NO 26463 Date 11 02 2011 Time 02 05 PM e Allow 7 10 business days for Credentials to be mailed Print Screen Menu Exit IFTA Intrastate E File User Manual 36 INQUIRE TAX RETURNS OR CREDENTIALS The Inquire Tax Returns or Credentials menu option should be used for the following a Inquire Tax Returns View and or print tax returns previously submitted electronically b Inquire Credentials View details of credential orders previously s
8. IFTA INTRASTATE CREDENTIALS Order Credentials The Order Credentials menu option should be used to order a license and decals or a license only for IFTA and Intrastate accounts Step 1 On the Main Menu use the drop down list to select Order Credentials and select Submit to continue i q I F A De T so si ha r no 7 ak az all North Carolina Bm a X que E El Department of Revenue ak Bi ly aa Gon r il L EE T Home About Us What s New Electronic Services Tax Forms Search go H Electronic Services Account Hame NCDOR ID HE 123000000 Main Menu Help Choose one of the options Select Here Click a question mark below for Select ere n ia a a aa al Order Credentials Quarterly Tax Filing Order Credentials Inquire Tax Returns or Credentials See ihe anon Modify My Password NQqUIre lax Urns OF Lredentials Modify My Password Update My Information Update My Information User Management User Management Close Account Close Account IFTA Intrastate E File User Manual 33 IFTA Intrastate Credentials Order Credentials Step 2 On the Credentials Menu screen use the drop down list to choose either Decals and License or License Only and select Submit to continue O a s tr am e North Carolina Dm ne Ve Ea Department of Revenue AE A rr mera er ml Home About Us What s New Electronic Serv
9. 2 3000 DO 396 28 147 e 0 1600 50 48 50 e 30 00 ne s 5785 0 3250 Tis 30 55 G4 3118 416 0 1600 30 72 00 0 1700 B00 30 po IE 1582 1582 0 1750 2i 31 23 e services pe Total Miles TOD TOD Hr 1423 13200 an Hext Set gt gt By choosing Submit you certify that to the best of your Knowledge this information is accurate Choose Back to change any information and choose Cancel to leave the application without saving IFTA Intrastate E File User Manual 26 Quarterly Tax Filing Submit a Payment If your return shows a balance due the Payment Method Selection screen will be displayed You may make a payment using one of the following methods a Bank Draft b Credit Debit Card You must choose one payment method and select Submit to continue North Carolina Department of Revenue L a p T Home About Us What s New Electronic Services Tax Forms Search HH go Electronic Services Account Hame NCDOR ID Year Quarter HEW 123000000 2011 July Sept Payment Method Selection Select your payment method Bank Draft C Credit Debit Card ci Once you have submitted your return and have received the confirmation that it has been filed you cannot make changes to the return online However you can view the return by choosing the Inquire Tax Retums or Credentials opti
10. 58 KEPO O SERVICES oeit E SA Dana betelnens be seat cneacadnateaetnes 60 NE eh A E A E EEA ENEE I E E A AE AENEA EE E E E A ENEA E E N E AE ENA T 61 REINSEATE MM USER ni e snc Sarde cette a soc o E EEE Da eo a ia 62 REPOTI O SCIVICES iara iii e sia O ia O ia enacts 64 Tra Da VC ia DR en ET 65 MODIFY MY PASSWORD ernn Tede sil iesma LEladc eai asse ad een E issues idades ca isca dis dis Tia 66 UPDA TEMAS INFORMA TION ssa assas sessao si Rara ease E at Ca do Ola ai ao nat a gd 69 FORGOT YOUR PASSWORD asas Dad Cora DELAS cans eked cakes Re 72 If you have additional questions that are not covered in this user manual please contact the Excise Tax Division at 1 877 308 9092 or 919 707 7500 for assistance IFTA Intrastate E File User Manual 2 Motor Carrier IFTA Intrastate Online Filing and Payment System Step 1 From the Department s home page www dornc com select E Services for Businesses and then click the link Motor Fuels IFTA Intrastate E File When you are ready click the link Ready to file IFTA returns or order IFTA Intrastate credentials online Click here to open the application Step 2 Once you have read the welcome information select Submit to continue North Carolina W O a ne e Department of Revenue 1 4a 4 it 7 A E e Home About Us What s New Electronic Services Tax Forms Search go E services Electronic Services Welcome to the Motor Carrier IF TA Intrastate Help On
11. Close Account IFTA Intrastate E File User Manual 69 Update My Information Step 2 Once the Update User Information screen is displayed make the necessary changes to your information and select Submit to continue a vay NE E ais z o i J a uia 2 North Carolina sili a pd TE Department of Revenue Samy Vee J F l Home About Us What s New Electronic Services Tax Forms Search go E servi es f Electronic Services Account Hame NCDORID HEW 123000000 Update User Information Email Address finnGBemail com 7 First Name one Last Name hundred Telephone mi ni IE IFTA Intrastate E File User Manual 70 Update My Information Step 3 Once the Update User Confirmation screen is displayed verify that you have entered your updated information correctly If you would also like to change your password select Yes to modify your password See the Modify My Password section for instructions If you do not need to modify your password choose No Select Submit to continue North Carolina Department of Revenue a P a ST lll ae Home About Us What s New Electronic Services Tax Forms Search HS go gt Electronic Services E mm E ob Account Hame NCDOR ID HEY 123000000 Update User Confirmation Email Address 100 email com First Name one Last Name hundred Telephone 111 111 1118 Do you want to modify y
12. E File User Manual 28 Quarterly Tax Filing Submit a Payment Bank Draft Step 2 Once you have entered the required bank draft payment information the Payment by Bank Draft Verification screen will be displayed Enter the bank account number again and select Submit to continue U North Carolina Department of Revenue re Home About Us What s New Electronic Services Tax Forms Search go gt Electronic Services i Fi a ee A ai A nc A Ai i LE g l Account Hame NCDOR ID Year Quarter HEW EANAN 20414 July Sept Payment by Bank Draft Verification For Verification please reenter your Bank Account Number Bank Account Number 123000000 yi IFTA Intrastate E File User Manual 29 Quarterly Tax Filing Submit a Payment Credit Debit Card Step 3 If you chose to make a credit or debit card payment the Payment by Credit Debit Card screen will be displayed You must do the following Select Visa or MasterCard Enter the 16 digit credit or debit card number Select the month and year of the expiration date as shown on the card Enter the name of the cardholder exactly as it appears on the credit or debit card Enter the zip code as shown on the cardholder s billing statement Verify the payment amount You must pay the full amount due Important A convenience fee is charged when paying by credit or debit card The convenience fee is calculated as 2 00 for every 100 00 increme
13. Home About Us What s New Electronic Services Tax Forms E Electronic Services Account Hame NCDOR ID _ MEN 123000000 Select Role for User to Reinstate Identify and select the role of the user you are reinstating then click Submit Reporting Services C Third Party User IFTA Intrastate E File User Manual 63 User Management Reinstate a User Reporting Services Step 3 If you chose to reinstate a reporting service s access to your online account the Reinstate Reporting Service Confirmation screen will be displayed otherwise skip to Step 4 Verify the information is correct If any information is incorrect select Back to return to the previous screen to make corrections otherwise select Submit to continue to the Main Menu P T a E a ue Sa e i gm eel mia m E Ar i z a a North Carolina ae e ie te Department of Revenue dk A Same Se pe a LM Home About Us What s New Electronic Services Tax Forms Search NS go Electronic Services Account Hame NCDORID 123000000 Reinstate Reporting Service Confirmation Help Verify the User ID below and click Submit to reinstate the user Reinstate Agency REPORT SERVICE een x report drive Address mt olive nc 27515 Telephone 919 733 0515 IFTA Intrastate E File User Manual 64 User Management Reinstate a User Third Party User Step 4 If you chose to reinstate a third party
14. Internet Access Information Fill out the information below to begin your setup process NCDOR ID 2 Access Code This information is in the letter you received from the Department of Revenue regarding using the Internet to file returns and order credentials IFTA Intrastate E File User Manual 6 On line Account Setup First Time User Initial Access Step 4 In addition to yourself you may grant access to your online account to a reporting service a third party representative or both By granting access to another user you are allowing that user to file returns order credentials close your IFTA or Intrastate account etc on your behalf If you would like for someone other than yourself to have access to your online account check the appropriate box Important You may grant access or remove a user s access to your online account at a later time See the User Management section for instructions Select Submit to continue North Carolina ami da E neg F tr mal 1 E 4 5 3 na Bd o Maje 0 Department of Revenue gt dad i Home About Us What s New Electronic Services Tax Forms Search go gt Electronic Services Access Management Selection Select one or both of the boxes below Reporting Services M Third Party lw Individual i e yourself M By selecting any of the boxes above you indicate who should have the ability to manage your Internet Accoun
15. calculate the tax or refund due which will be displayed on the Tax Payment screen Review the information and select Submit to continue a lt r E Aa a ee North Carolina diel Ut Ei Department of Revenue E Va ih as eer a eel Home About Us What s New Electronic Services Tax Forms caron go gt Electronic Services Account Hame NCDOR ID Year Quarter HEW 123000000 2011 July Sept Tax Payment Help You have a 140 53 balance due Click submit to pay the balance IFTA Intrastate E File User Manual 25 Quarterly Tax Filing Reporting Operations Step 8 The Operation Summary screen is a summary of all the return information entered previously as well as the tax penalty and interest due on the return Review all of the return information to ensure it is correct and select Submit to continue Important If you traveled in multiple jurisdictions select Next Set gt gt to view additional screens gt ua a q T ri oe m L EE E North Carolina UT 5 Department of Revenue ay Nm 4 eg er es me te Ts Home About Us What s New Electronic Services Tax Forms seare _ go ft Electronic Services Account Hame NCDOR ID Year Quarter HEV 125000000 2011 July Sept Operation Summary Taxable Taxable Gallons Net Taxable Tax Tax Due rTax Interest Total Due Miles Gallons pureed Purchased ra Salons a Rate Refund E hen E Refund 1474 528 01830 350
16. line Filing and Payment System The IFTA Intrastate on line system allows all registered Intrastate carriers to order credentials license and decals Also the system allows all registered International Fuel Tax Agreement IFTA carriers to file quarterly IFTA returns pay amounts due and order credentials license and decals The Department of Revenue s on line system will offer the convenience of completing transactions 24 hours a day T days a week Payments can be made by bank draft Mastercard or Visa ted asterisk denotes required fields that must be filled in A Help butten is located in the top right corner of every page For help on specific fields simply click on the question mark 7 beside the field For detailed IFTA requirements please refer to the IFTA Compliance Manual located on the DOR website www dorne com publications ifia The symbol is a warning that you have entered incorrect information When you move your mouse over the an explanation of the error will be displayed specific to that field Four navigation buttons are located at the bottom of each page The BACK button takes you back to the previous page The SUBMIT button takes you to the next page The REFRESH button clears all information entered on a page The CANCEL button cancels all input and exits the application To view frequently asked questions click on FAQ lf you have questions or need assistance you may contact the Department of Reve
17. menu item Order Credentials Quarterly Tax Filing Inquire Tax Returns or Credentials i Kodi fy My Bee se Tax Returns or Credentials odify My Password Update My Information Update My Information User Management User Management Close Account Close Account Order Credentials Quarterly Tax Filing IFTA Intrastate E File User Manual 66 Modify My Password Step 2 On the Change Password screen enter your current password in the Old Password field and then enter your new password in the New Password field Complete the remaining fields and select Submit to continue Important Your new password cannot be the same as any of the last six passwords you have used for your online account ad lt b i wi A i North Carolina Department of Revenue a qa a eee mre re mel af Fa Home About Us What s New Electronic Services Tax Forms Search HS go gt Electronic Services Email Address allison state dornc com Me Tour password must be at least 8 characters long with Old Password 7 at least 1 numeric character and may contain upper and lowercase letters A Z a z but no spaces When you enter your password be certain that you type it exactly as it was New Password entered in the previous field Passwords are case sensitive and should be difficult for others to quess Re enter Password Re Enter a phrase that will help you rem
18. representative s access to your online account the Select Third Party to Reinstate screen will be displayed Verify the information is correct If any information is incorrect select Back to return to the previous screen to make corrections otherwise select Submit to continue to the Main Menu North Carolina pe ae ee Department of Revenue Ei L il i oe rm a 1 a Home About Us What s New Electronic Services Tax Forms Search NS go gt Electronic Services Account Hame NCDOR ID HEW 123000000 Select Third Party to Reinstate Verify the User ID below and click Submit Reinstate User 847thirdparty Gmail First Name John Last Name Doe Telephone 919 733 0847 IFTA Intrastate E File User Manual 65 MODIFY MY PASSWORD The Modify My Password menu option should be used to change your password Your password must be active to use this option Step 1 On the Main Menu use the drop down list to select Modify My Password and select Submit to continue 3 ie e Ata i RTP do mi North Carolina e il 5 Department of Revenue ay TS 4 td pa Ao eres eee ml a SS rl g Home About Us What s New Electronic Services Tax Forms aron go f Electronic Services g services Account Hame NCDOR ID HEW 123000000 Main Menu Help Choose one of the options Select Here M Click a question mark below for help with a
19. selection screen will display a drop down list for you to select your client s account Select the appropriate account from the drop down list and select Submit to continue E ce ne ae i _ aii x z a E TP W i a lt ak ri iL ly IL Em it ag a a f DE i J r 1 F Home About Us What s New Electronic Services Tax Forms Search go services North Carolina Department of Revenue Electronic Services Account Selection Enter NCDOR ID 123000000 IFTA Intrastate E File User Manual 15 Quarterly Tax Filing Reporting No Operations Step 2 On the Carrier Tax Return screen select the quarter and year of the reporting period In addition you must indicate whether you had operations in one or more jurisdictions during the reporting period If you operated in at least one jurisdiction including North Carolina during the reporting period choose Yes If you did not operate in any jurisdiction during the reporting period choose No Then select Submit to continue O E a ary mi E T z J cS a a North Carolina Ds sef a Department of Revenue E A Mo ee oer f ss a po What s New Electronic Services Tax Forms Search NS go P EE Home About Us i Electronic Services Account Hame NCDOR ID HEW 123000000 Carrier Tax Return Help Select the reporting period Quarter Qtr3 July Sept r
20. 00000 2011 _ July Sept Penalty Payment You have no penalty due Click submit to proceed 17 IFTA Intrastate E File User Manual Quarterly Tax Filing Reporting No Operations Step 4 If you did not operate in any jurisdiction during the reporting period and the return is not late the No Operation Tax Return Confirmation screen will be displayed Make sure to print the return confirmation for your records by choosing Print Screen If you would like to print a copy of your return select Print Return If you need to perform additional functions select Menu to return to the main menu otherwise select Exit to log out North Carolina 4 Department of Revenue EO F rr e ae ae Home About Us What s New Electronic Services Tax Forms Search NS go H Electronic Services Account Hame NCDORID Year Quarter HEW 123000000 2011 July Sept No Operation Tax Return Confirmation Thank you Your No Operation return has been accepted and filed Filing Period 2011 Quarter 3 07 01 2011 09 30 2011 Payment No payment Confirmation Number 20111028122628 Date 10 28 2011 Time 11 04 AM Print Screen Print Return Menu _ Exit IFTA Intrastate E File User Manual 18 Quarterly Tax Filing Reporting Operations Step 1 Ifyou are a reporting service or third party representative and you conduct business for more than 20 IFTA accounts the Account Selection screen will be displayed
21. E File User Manual 22 Quarterly Tax Filing Reporting Operations Step 5 For each fuel type selected on Schedule A a Jurisdictions screen will be displayed You must identify all of the jurisdictions both IFTA and non IFTA in which you traveled for each fuel type reported You may select jurisdictions using either of the following methods e Map Using the map you can select only one jurisdiction at a time To choose a jurisdiction simply click the jurisdiction on the map The jurisdiction will be displayed in green and will also be displayed in the list on the right hand side of the screen e List Using the list you may select jurisdictions one at a time or more than one at a time o To select only one jurisdiction highlight the jurisdiction in the list and then click the green arrow The jurisdiction will then be displayed in the list on the right hand side of the screen but you must repeat this process for each jurisdiction traveled o To select more than one jurisdiction at once press the Ctrl key highlight all of the jurisdictions traveled and then click the green arrow All of the jurisdictions selected will be displayed in the list on the right hand side of the screen Important If you choose a jurisdiction in error you may remove it from the return by highlighting the name in the list on the right hand side of the screen and clicking the green arrow or by clicking the jurisdiction on the map Once you have
22. address entered must match an existing email address in the system otherwise an error message will be displayed You should contact your representative for their correct email address North Carolina q Tm iw Ve 2 a e Department of Revenue my La i rr er e q e 1 L EE of Home About Us What s New Electronic Services Tax Forms Search go Electronic Services Select Third Party User ID 47thirdparty amp mail com Email Address Enter the User ID Email Address of an existing Individual someone who already has an account established on the internet whom you would like to maintain this Account Information If you do not know or have forgotten the User ID Email Address click the Back Button to return to the previous page IFTA Intrastate E File User Manual 55 User Management Add a User Third Party User Step 7 If you indicated that the third party representative is a new user the New Third Party Access Information screen will be displayed Enter your representative s email address first and last name telephone number and a temporary password and pass phrase Then select Submit to continue Important The password and pass phrase you enter is temporary for security purposes The first time your representative logs into the IFTA Intrastate E File application they will be required to establish a new password and pass phrase e North Carolina va EE S
23. ces Account Hame NCDOR ID HEY 123000000 Select Role for User to Remove Identify and select the role of the user you are removing then click Submit Reporting Services C Third Party User IFTA Intrastate E File User Manual 59 User Management Remove a User Reporting Services Step 3 If you chose to remove a reporting service s access to your online account the Remove Reporting Service Confirmation screen will be displayed otherwise skip to Step 4 Verify the information is correct If any information is incorrect select Back to return to the previous screen to make corrections otherwise select Submit to continue to the Main Menu i i Ga O ME North Carolina a ne Department of Revenue dh AAL L IE ro meen y tie Home About Us What s New Electronic Services Tax Forms Search go E Electronic Services Account Hame NCDORID HEvy 123000000 Remove Reporting Service Confirmation Verify the User ID below and click Submit to remove the user Remove Agency X REPORT SERVICE r x report drive Address int olive nc 27515 Telephone 919 733 0515 IFTA Intrastate E File User Manual 60 User Management Remove a User Third Party User Step 4 Ifyou chose to remove a third party representative s access to your online account the Remove Third Party Confirmation screen will be displayed Verify the information is correct If any information is i
24. d transaction you will be issued a refund check However the fee is not refundable IFTA Intrastate E File User Manual 30 Quarterly Tax Filing Submit a Payment Credit Debit Card Step 4 Once you have entered the required credit debit card payment information the Credit Debit Card Verification screen will be displayed Verify all of the credit debit card information entered previously and select Submit to continue Important Make sure you read the payment authorization statement located at the bottom of the screen before proceeding with your payment Me a ee North Carolina gm Ve E Ree Se E Department of Revenue Ai l Es Career re re err Tee Home About Us What s New Electronic Services Tax Forms Search NS go Electronic Services Account Hame NCDOR ID Year Quarter HEW 123000000 2011 July Sept Credit Debit Card Verification Credit Debit Card Type Mastercard Credit Debit Card Number PP AO A ORE Expiration Date 08 2015 Zip Code Nas r Amount Paid 2 0 18 Convenience Fee 4 00 Total Amount Charged 274 18 By submitting this form hearby Certify the information is complete and correct Authorize the Horth Carolina Department of Revenue to charge the above credit card account for the Total Amount specified Understand that reversing this charge may subject me to penalties interest and other fees imposed by the Department of Revenue for nonpayment or late payment
25. e been completed online If the transaction has not been completed you must use the Order Credentials menu option to view and complete the transaction North Carolina e A UT na o Department of Revenue y Ei Ma me E pr A s Home About Us What s New Electronic Services Tax Forms sear go tf Electronic Services g services Account Hame NCDOR ID HEW 123000000 Inquiry Selection Help Choose one of the options and click submit Select Here Click a question mark below for Select Here help with a menu item Tax Return Tax Return i i 9 Credentials Credentials YOu can view tax returns or credentials that have been started or are complete IFTA Intrastate E File User Manual 4 Inquire Tax Returns or Credentials Credentials Step 2 The Credentials Information for Inquiry screen will be displayed Select the tax type IFTA or Intrastate and the year for which credentials were requested Select Submit to continue North Carolina TRE Sam UT qm e E Department of Revenue i Veg 4 as mrama oe Home About Us What s New Electronic Services Tax Forms care TT go H Electronic Services g services Account Hame NCDOR ID HEW 123000000 Credentials Information for Inquiry Select the tax type FTA i Select the year you want to inquire 201 1 IFTA Intrastate E File User Manual 42 Inquire Tax Returns or Credentials Creden
26. elect the reporting period Quarter Qtr July Sept 7 Year 2011 Did you have operations in ANY Yes No state By choosing Submit you certify that to the best of your knowledge this information is accurate Choose Back to change any information and choose Cancel to leave the application without saving The postmark date of your return is the date your return is completed on the Web and you get your confirmation page Returns completed after midnight will be postmarked with the next day s date Once you have submitted your return and have received the confirmation that it has been filed you cannot make changes to the return online However you can view the return by choosing the Inquire Tax Returns or Credentials option from the main menu IFTA Intrastate E File User Manual 20 Quarterly Tax Filing Reporting Operations Step 3 On the Miles per Gallon Schedule A screen you must do the following Select each fuel type used in your operations during the reporting period Enter the total miles traveled for each fuel type Total miles should include miles traveled in IFTA and non IFTA jurisdictions and should be rounded to the nearest whole number You must convert Canadian kilometers to miles 1 kilometer 62137 miles e Enter the total gallons used for each fuel type You must convert Canadian liters to gallons 1 liter 2642 gallons Select Submit to continue i ia Ta
27. ember what your password is Pass Phrase IFTA Intrastate E File User Manual 67 Modify My Password Step 3 Once the Change Password Confirmation screen is displayed select Submit to return to the main menu North Carolina Department of Revenue Home About Us What s New Electronic Services Tax Forms Electronic Services Change Password Confirmation Your password has been successfully changed IFTA Intrastate E File User Manual 68 UPDATE MY INFORMATION The Update My Information menu option should be used to make changes to your online account information You may update your email address name and telephone number as needed Step 1 On the Main Menu use the drop down list to select Update My Information and select Submit to continue ee AO O O M North Carolina DARE am ce Yt e Te Department of Revenue dk ms 4 ja rr we L EE I Home About Us What s New Electronic Services Tax Forms Search go gt Electronic Services Account Hame NCDOR ID HEW 123000000 Choose one of the options Select Here E Click a question mark below for Select Here Order Credentials Quarterly Tax Filing Rie en erea help with a menu item Inquire Tax Returns or Credentials i i Modify My Password ai Tax Returns or Credentials odify My Password Update My Information Update My Information User Management User Management Close Account
28. er C IFTA Intrastate E File User Manual 50 User Management Add a User Step 2 The Select Role for User to Add screen will be displayed You must indicate whether the user to whom you are granting access to your online account is a reporting service or third party representative Select Submit to continue r ga a Daa pe Aq Ad North Carolina Ban oe Department of Revenue ak Las A a es Home About Us What s New Electronic Services Tax Forms Search NS go E Electronic Services Account Hame NCDOR ID HE 123000000 Select Role for User to Add Identify and select the role of the user you are adding then click Submit Reporting Services Third Party User f Base f summit f Renresn cancer IFTA Intrastate E File User Manual 51 User Management Add a User Reporting Services Step 3 Ifyou chose to add a reporting service to your account the Reporting Services Selection screen will be displayed otherwise skip to Step 5 From the drop down list select the reporting service that may act on your behalf and select Submit to continue Important If your 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 cd E o pet North Carolina coil no ae Department of Revenue ey pa A a g CTT m P TT Home About Us What s New Electronic Services Tax F
29. hircparty mail com Email Address Enter the User ID Email Address of an existing Individual someone who already has an account established on the internet whom you would like to maintain this Account Information If you do not know or have forgotten the User ID Email Address click the Back Button to return to the previous page IFTA Intrastate E File User Manual 10 On line Account Setup First Time User Initial Access Step 8 If you indicated that the third party representative is a new user the New Third Party Access Information screen will be displayed otherwise skip to Step 9 Enter your representative s email address first and last name telephone number and a temporary password and pass phrase Then select Submit to continue Important The password and pass phrase you enter is temporary for security purposes The first time your representative logs into the IFTA Intrastate E File application they will be required to establish a new password and pass phrase North Carolina Department of Revenue Home About Us What s New Electronic Services Tax Forms Search NS go gt Electronic Services New Third Party Access Information Name Account Email Yerification NCDOR ID 123000000 Email Address ardpartyBemail com First Name John Last Name Doe Telephone 91 g 733 9876 Password Information Me four password must be at least 8 characters
30. ices Tax Forms Search go Electronic Services Account Hame NCDOR ID HEW 123000000 Credentials Menu Help Choose one of the options Select Here 7 Click a question mark below for help with a menu item Decals and License License Only License Onl IFTA Intrastate E File User Manual 34 IFTA Intrastate Credentials Order Credentials Step 3 On the Order Credentials Information screen you must do the following e Select the Tax Type IFTA or Intrastate for which credentials are needed e Select the year for which credentials are needed e Ifyou are requesting decals enter the number of sets of decals requested One decal set contains two decals one for each side of the vehicle Important The Number of Decals Requested field will not be displayed if you are ordering a license only Select Submit to continue North Carolina Department of Revenue E us if Li i y 1 p Home About Us What s New Electronic Services Tax Forms Search NS 99 gt Electronic Services Account Hame NCDOR ID HEW 123000000 Order Credentials Information Select the tax type IF TA Select the year you are requesting Credentials for 201 1 Number of Decals Requested 5 IFTA Intrastate E File User Manual 35 IFTA Intrastate Credentials Order Credentials Step 4 Once all of the required credential order information has been entered the Order
31. in each jurisdiction if different than the pre populated amount e Enter the fuel gallons purchased in each jurisdiction If you traveled in multiple jurisdictions select Next gt gt to view additional screens Continue to select Next gt gt until mileage and fuel information has been entered for all jurisdictions for each fuel type reported Important The system will calculate the surcharge for you Select Submit to continue SEO AE in wes aT ars North Carolina Department of Revenue s services r r a l 1 m p J Home About Us What s New Electronic Services Tax Forms ft Electronic Services Account Hame NCDOR ID Year Quarter HEWy 123000000 2011 July Sept Complete a line for each fuel type used in each IFTA jurisdiction Fuel Type DI Diesel Jurisdiction Total Miles Taxable Miles Gallons Purchased GA 001 207 1 7000 7000 oOo 2000 o GA 401 207 1 70 o oo o o 2 t i NC 27500 2750 s0 sc i4s00 14800 2700 TN 13300 13300 o 3500 va 1582 1582 fies o Round miles and gallons to the nearest whole number Hote for AK DC NT NU and YT you are onhky allowed to input total miles on this screen These jurisdictions will be listed last on this screen and on the printout of your return IFTA Intrastate E File User Manual 24 Quarterly Tax Filing Reporting Operations Step 7 Once you have entered all required return information the system will
32. ion is correct Click Submit to continue If not click the Back button to correct your information IFTA Intrastate E File User Manual 53 User Management Add a User Third Party User Step 5 If you chose to allow a third party representative access to your online account the 3 Party Selection screen will be displayed You must indicate if the representative already has an IFTA Intrastate online account or if the representative is a new user Then select Submit to continue n no 7 o A 7 ow SS it ARS a 4 North Carolina iak S iW DE Sm o et Department of Revenue dk a A Ce L Home About Us What s New Electronic Services Tax Forms Search HS go gt Electronic Services 3rd Party Selection You have selected to have a third party manage your IFTA Intrastate Internet Account Select one of the options below Select an existing User ID Email Note you will be required to enter their Email address Create a new User ID Email for the Internet which can co manage your account IFTA Intrastate E File User Manual 54 User Management Add a User Third Party User Step 6 If you indicated that the third party representative has an existing IFTA Intrastate online account the Select Third Party screen will be displayed otherwise skip to Step 7 Enter the email address of the third party representative and select Submit to continue Important The email
33. l account setup link above lf you have forgotten your password click on the Forgot your password link above Once logged into the system as a security measure you will automatically be logged out if the system remains idle for more than 30 minutes IFTA Intrastate E File User Manual 4 On line Account Setup First Time User Initial Access Step 2 Read the internet access setup notice and select Submit to continue Te North Carolina aon es WW os 2 Department of Revenue dh ai A re cem ee Eme 1 1 L LE m o ps f Home About Us What s New Electronic Services Tax Forms Search NS g0 gt Electronic Services Internet Access Setup Notice The following web pages will quide you through the process of setting up your IFTA Intrastate Account No information is final until you click Submit on the Confirmation Screen Using this process you will be asked to specify the following NCDOR ID and Access Code IFTA Intrastate E File User Manual 5 On line Account Setup First Time User Initial Access Step 3 Enter the NCDOR ID and access code from the access code letter you received The access code is case sensitive so you must use capital letters Select Submit to continue m F E North Carolina oe iW iw Department of Revenue dk A i vam i Home About Us What s New Electronic Services Tax Forms Search NS go t Electronic Services First Time
34. long with at Password seeeecece least 1 numeric character and may contain upper and lowercase letters Re enter Password 2 24 27 but no spaces When vou enter your password E be certain that vou type it exactly as it was entered in the previous field Passwords are case sensitive and should be difficult for others to guess Dass Phrase BF Enter a phrase that will help you remember what your pet S HAME P password is IFTA Intrastate E File User Manual 11 On line Account Setup First Time User Initial Access Step 9 To complete the setup of your online account the Individual Access Information screen is displayed Enter your email address first and last name and telephone number In addition you must enter a password and pass phrase Select Submit to continue North Carolina Department of Revenue oT ee What s New Electronic Services Tax Forms Search NS go FE Home About Us tf Electronic Services Individual Access Information Name Account Email Verification NCDOR ID 123000000 Email Address 1123mail mail com First Name Jane Last Name Doe 7 Telephone arg 715 agas Password Information pe rour password must be at least 8 characters long with at Password EREERaaa least 1 numeric character and may contain upper and lowercase letters Re enter Password 4 2 a 2 but no spaces When you enter your passwo
35. m E ii E i o Te da ui ca Es W E a Ss ie a fk it Sle li oa Mm E Bi TE CT Tax Forms NCDORID Year HEW 123000000 30141 Credential Summary 20111027111111 IFTA 2011 z 037 SAVANNAH RD TABOR CITY NO 26465 Print Screen Back IFTA Intrastate E File User Manual Submit Retresn Cani el i 44 CLOSE ACCOUNT The Close Account menu option should be used to request your IFTA or Intrastate account be closed This option should not be used for cancelling your online account but rather to notify the Department you are no longer operating Step 1 On the Main Menu use the drop down list to select Close Account and select Submit to continue E pur North Carolina il fo Department of Revenue iw Ve 4 ii vom we Home About Us What s New Electronic Services Eq Forms go H Electronic Services g services Account Hame NCDOR ID HEW 123000000 Main Menu Help help with a menu item Choeose one of the options Select Here E b Click a question mark below for select Here Order Credentials Quarterly Tax Filing Sana Inquire Tax Returns or Credentials E Kodi fy My E ce nata ie Tax Returns or Credentials odify My Password Update My Information Update My Information User Management User Management Close Account Close Account IFTA Intrastate E File User Manual 45 Close Account
36. m ar x Department of Revenue i Aa ah n mar men we Home About Us What s New Electronic Services Tax Forms search g0 t Electronic Services New Third Party Access Information Name Account Email Yerification NCDOR ID 123000000 Email Address ardpartyBemail com First Name John Last Name Doe Telephone 21 q 733 9876 Password Information Be Tour password must be at least 8 characters long with at Password TREE least 1 numeric character and may contain upper and lowercase letters Re enter Password 4 2 a 7 but no spaces When you enter your password i be certain that vou type it exactly as it was entered in the previous field Passwords are case sensitive and should be difficult for others to guess Pass Phrase i FF Enter a phrase that will help you remember what your pet name password is IFTA Intrastate E File User Manual 56 User Management Add a User Third Party User Step 8 Once you have entered the required information the Access Management Confirmation screen will be displayed Verify the information is correct If any information is incorrect select Back to return to the previous screen to make corrections otherwise select Submit to continue to the Main Menu E ETR ro ET aa North Carolina e Vi if Je Gu Department of Revenue mit ja Home About Us What s New Electronic Services Ta
37. ncorrect select Back to return to the previous screen to make corrections otherwise select Submit to continue to the Main Menu Es North Carolina Bm aa w a Department of Revenue dk ai l l Le Home About Us What s New Electronic Services Tax Forms gt Electronic Services Account Hame NCDORID HE 123000000 Remove Third Party Confirmation Verify the User ID below and click Submit Remove User amp 847thrdparty mail com First Name John Last Name Doe Telephone 919 733 0847 IFTA Intrastate E File User Manual 61 User Management Reinstate a User Step 1 On the User Management Selection screen select Reinstate User and select Submit to continue North Carolina a EV dio a Pa Department of Revenue Las A re a hr e 1 r J z E Cd f P About Us What s New Electronic Services Tax Forms Search go gt Electronic Services Account Hame NCDORID HEW 123000000 User Management Selection Make a selection and click submit Add User C Remove User Reinstate User IFTA Intrastate E File User Manual 62 User Management Reinstate a User Step 2 If The Select Role for User to Reinstate screen will be displayed You must indicate whether the user for whom you are reinstating access is a reporting service or third party representative Select Submit to continue BP ee il wi North Carolina Department of Revenue iv
38. nt of your payment In addition make sure you read the additional credit debit card payment information located at the bottom of the screen before proceeding with your payment Select Submit to continue North Carolina Department of Revenue E Home About Us What s New Electronic Services Tax Forms Search g0 f Electronic Services Account Hame NCDORID Year Quarter HEV 123000000 2011 July Sept Credit DebitCard Type Veste f YP z O 2 Credit Debit Card Number 5656565656565656 2 Expiration Date August ns ts Card Holder s Name jJaneDoe Zip Code jnusa 2 Amount Due 270 18 Amount Paid 270 18 1 Account zipcode is used for account verification 2 There is a convenience fee passed onto the taxpayer This fee is calculated and added to the payment amount for the total amount to be charged to your credit debit card account The convenience fee is calculated as 2 00 for every 100 00 increment See the following example 2 00 for payment amounts of 01 to 100 00 44 00 for payment amounts of 100 01 to 200 00 6 00 for payment amounts of 200 01 to 300 00 3 f you make a tax payment by credit debit card and later decide to reverse the transaction you may be subject to penalties interest and other fees imposed by the Department of Revenue for nonpayment or late payment of taxes if you make an overpayment of your tax liability through a creditidebit car
39. nue at 919 707 7500 or toll free at 977 308 9092 Monday through Friday 8 00 am to 5 00 pm For IFTAIN Web Questions amp Suggestions Click Here IFTA Intrastate E File User Manual 3 Online Account Setup First Time User Initial Access Setup Before you can begin using the IFTA Intrastate E File application you must set up your online account You will need the access code letter we mailed to you shortly after you registered with the Department Important 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 1 877 308 9092 to obtain your access code Step 1 On the Login screen select the link for First Time User Initial Access Setup E A q i Th mi North Carolina pee age ae Department of Revenue A Mi i Juma Cam r F F J Home About Us What s New Electronic Services Tax Forms e services Electronic Services User ID Passwotd 9 E mail address Password f First Time User Initial Access Setup Forgot Your Password All transactions are considered valid and legally binding once you click Submit below Your account can only be accessed by your User ID and valid password lf this is your first time logging into the IFTAIntrastate on line system click in the First Time User initia
40. of the tax To choose another method of payment choose the Back buttons to return to the Payment Method Selection SCreen IFTA Intrastate E File User Manual 31 Quarterly Tax Filing Submit a Payment Confirmation Step 5 Once all of your return and payment information has been entered the Tax Return Confirmation screen will be displayed If the tax return shows a balance due the amount and type of your payment is displayed along with the confirmation number for the transaction Make sure to print the return confirmation for your records by choosing Print Screen If you would like to print a copy of your return select Print Return If you need to perform additional functions select Menu to return to the main menu otherwise select Exit to log out North Carolina a U Ae ee ee Department of Revenue ad ai j Home About Us What s New Electronic Services Tax Forms Search NS go Electronic Services E AD id if Account Hame NCDOR ID Year Quarter HEW 123000000 2011 July Sept Tax Return Confirmation Thank you You have completed your International Fuel Tax Agreement Tax Return Filing Print this screen for your records Filing Period 2011 Quarter 3 07 1 2011 09 30 2011 Payment 270 18 remitted by bank draft Confirmation Number 20111028111111 Date 11 02 2011 Time 01 52 PM Print Screen Print Return Menu Exit IFTA Intrastate E File User Manual 32
41. on from the main menu IFTA Intrastate E File User Manual 27 Quarterly Tax Filing Submit a Payment Bank Draft Step 1 If you chose to make a bank draft payment the Payment by Bank Draft screen will be displayed otherwise skip to Step 3 You must do the following e Enter the 9 digit bank routing number e Enter the bank account number e Select the type of account associated with the bank account number entered Verify the payment amount You must pay the full amount due Important Make sure you read the payment authorization statement located at the bottom of the screen before proceeding with your payment Select Submit to continue North Carolina Department of Revenue LE a E Home About Us What s New Electronic Services Tax Forms Search NS amp Electronic Services Account Hame NCDOR ID Year Quarter HEW 123000000 2011 July Sept Payment by Bank Draft Bank Routing Number 11 2631 86635 in Bank Account Number 123456789 ie Account Type Personal Consumer Checking C Personal Consumer Savings Business Corporate Checking Business Corporate Savings Amount Due 140 53 Amount Paid 140 53 P By submitting this form I hereby 1 Certify the information is complete and correct 2 Authorize the Horth Carolina Department of Revenue to present a debit entry for the bank account and the financial institution above IFTA Intrastate
42. or if the representative is a new user Then select Submit to continue ir T Aq eet E North Carolina i os f Al Department of Revenue Li A ds e ri E L E aes l Home About Us What s New Electronic Services Tax Forms Search HS g0 H Electronic Services 3rd Party Selection You have selected to have a third party manage your IFTA Intrastate Internet Account Select one of the options below Select an existing User ID Email Note you will be required to enter their Email e address Create a new User ID Email for the Internet which can co manage your account IFTA Intrastate E File User Manual 9 On line Account Setup First Time User Initial Access Step 7 If you indicated that the third party representative has an existing IFTA Intrastate online account the Select Third Party screen will be displayed otherwise skip to Step 8 Enter the email address of the third party representative and select Submit to continue Important The email address entered must match an existing email address in the system otherwise an error message will be displayed You should contact your representative for their correct email address North Carolina e IVA nm E Department of Revenue i La eee rr quem rp E L i F Home About Us What s New Electronic Services Tax Forms Search NS go tf Electronic Services Select Third Party User ID g 47t
43. or removing users e g a reporting service or third party representative allows you to control the users who have access to your online account and who may conduct business on your behalf You may only assign access to one reporting service and or one third party representative at a time On the Main Menu use the drop down list to select User Management and select Submit to continue North Carolina ES Am a Department of Revenue T NS 4 it k pme Home About Us What s New Electronic Services Tax Forms Search go Electronic Services NCDOR ID Account Hame 123000000 HEW Main Menu User Management _ Click a question mark below for help with a menu item Order Credentials Quarterly Tax Filing Inquire Tax Returns or Credentials Modify My Password Update My Information User Management Close Account oe ee i Mek d ik IFTA Intrastate E File User Manual 49 User Management Add a User Step 1 On the User Management Selection screen select Add User and select Submit to continue North Carolina E TP A O a Department of Revenue i Games E ra ENTE T if E eel rr eee a r Home About Us What s New Electronic Services Tax Forms Search NS go Electronic Services Account Hame NCDORID HEW 123000000 User Management Selection Make a selection and click submit Add User C Remove User Reinstate Us
44. orms gt Electronic Services Account Hame NCDOR ID HEW 123000000 Reporting Services Selection Select the agency you have given permission to manage your IFTA Intrastate Account Select Here elect Here ABC REPORTING SERVICE INC C amp 5 PERMIT SERVICE INC CAROLINAS INDEPEND CC REPORTS REPORT above must already maintain your account r amp i MAY 19 o ensure that they will accept responsibility in a MREFORT NEW SERVICE REPORTI SEP3REPORTING TEST COMPANY TEST SERVICE X REPORT SERVICE Y REPORT SERVICE YREPORT SERVICE REPORT SERVICE 1027 REPORT SERVICE 11 REPORTING 2003 REP SERVICE Done DE a IFTA Intrastate E File User Manual 52 User Management Add a User Reporting Services Step 4 Once you have made a selection the Access Management Confirmation screen will be displayed Verify the information is correct If any information is incorrect select Back to return to the previous screen to make a different selection otherwise select Submit to continue to the Main Menu a SP gl es po North Carolina re Sa 4 Department of Revenue ak Ai 4 nu IE rr cu i LE E E oa Home About Us What s New Electronic Services Tax Forms Search NS go Electronic Services Account Hame NCDORID 123000000 Access Management Confirmation Confirm the information below Agency Name X REPORT SERVICE If the above informat
45. otherwise skip to Step 2 Enter your client s NCDOR ID and select Submit to continue Important Ifyou are a reporting service or third party representative and you represent fewer than 20 IFTA accounts the account selection screen will display a drop down list for you to select your client s account Select the appropriate account from the drop down list and select Submit to continue North Carolina Department of Revenue Home About Us What s New Electronic Services Tax Forms Search go Electronic Services Account Selection Enter NCDOR ID 123000000 IFTA Intrastate E File User Manual 19 Quarterly Tax Filing Reporting Operations Step 2 On the Carrier Tax Return screen select the quarter and year of the reporting period In addition you must indicate whether you had operations in one or more jurisdictions during the reporting period If you operated in at least one jurisdiction including North Carolina during the reporting period choose Yes If you did not operate in any jurisdiction during the reporting period choose No Then select Submit to continue North Carolina ER ET Ae Department of Revenue dk i l L LE oe _ _ it Home About Us What s New Electronic Services Tax Forms Search NS 90 gt Electronic Services oie ar TR gt ida aj tE gmr a TI a er i ii Account Hame NCDOR ID HEW 123000000 Carrier Tax Return S
46. our password information Yes No ff IFTA Intrastate E File User Manual 71 FORGOT YOUR PASSWORD If you cannot remember your password you can view your pass phrase i e password hint that you established upon initial access setup or during your last password change Step 1 On the Login screen enter your User ID and select the Forgot Your Password link Sa ay 2 3 me DO dd v pd ie e k i i 1 i iy North Carolina eek o Department of Revenue E Li TES Home About Us What s New Electronic Services Tax Forms Search NS go g Services Electronic Services User ID E mail address emailemailzdormec com Password 7 First Time User Initial Access Setup Forgot Your Password Alltransactions are considered valid and legally binding once you click Submit below Your account can only be accessed by your User ID and valid password lf this is your first time logging into the IFTAIntrastate online system click in the First Time User initial account setup link above lf you have forgotten your password click on the Forgot your password link above Once logged into the system as a security measure you will automatically be logged out if the system remains idle for more than 30 minutes IFTA Intrastate E File User Manual 72 Forgot Your Password Step 2 Once the Forgot Password screen is displayed verify the User ID is correc
47. r knowledge this information is accurate Choose Back to change any information and choose Cancel to leave the application without saving Hote if your business closes during the middle of a quarter you are still liable for filing a return for that last quarter if you did not have any operations during that quarter you are required to file a Ho Operations return IFTA Intrastate E File User Manual 47 Close Account Step 4 Once you have provided the required information the Close Account Confirmation screen will be displayed confirming receipt of your request to close the account Make sure to print the confirmation for your records by choosing Print Screen If you need to perform additional functions select Menu to return to the main menu otherwise select Exit to log out r ert Co sis H North Carolina T z Ta na Department of Revenue r p rr er 1 are ee a Home About Us What s New Electronic Services Tax Forms Search go H Electronic Services Account Hame NCDORID 123000000 Close Account Confirmation Thank you Please print this screen for your records Tax Type IFTA Closing Effective Date 12 31 2011 Post Mark Date 12 31 2011 Print Screen Menu Exit IFTA Intrastate E File User Manual 48 USER MANAGEMENT The User Management menu option should be used for the following a Add a user b Remove a user c Reinstate a user Adding reinstating
48. rd o E be certain that vou type it exactly as it was entered in the previous field Passwords are case sensitive and should be difficult for others to guess Dass Phrase E e Enter a phrase that will help you remember what your maiden name Do presas IFTA Intrastate E File User Manual 12 On line Account Setup First Time User Initial Access Step 10 Once you have successfully entered your access information as well as the access information for your designees if applicable the Access Management Confirmation screen will be displayed Verify the information you have entered If any information is incorrect select Back to return to the appropriate screen s to make corrections otherwise select Submit to continue to the Main Menu ARE SE EE ve eC North Carolina dm e IVA a ar El Department of Revenue Jk A 4 yam e 1 e 1 a t Home About Us What s New Electronic Services Tax Forms couch E H Electronic Services Access Management Confirmation Confirm the information below Agency Name REPORTA Third Party Email Address 84 hirdpartyimail com Email Address 123mail mail com If the above information is correct Click Submit to continue If not click the Back button to correct your information IFTA Intrastate E File User Manual 13 QUARTERLY TAX FILING The Quarterly Tax Filing menu option should be used for the following a File a quarterly IFTA return
49. rwise select Submit to return to the main menu North Carolina Department of Revenue CO e Home About Us What s New E Services Electronic Services Account Hame NCDOR ID Quarter MEVY 123000000 2011 July Sept Tax Return Summary Change your printer setting to landscape before printing this page Schedule A Summary Fuel Type Code Total Miles Traweled EI Total Gallons Miles Per Gallons a Dl ERR 4 75 Schedule B Summat D Foon TO 1474 2000 525 0 1820 50 20 Do Boo 336 28 GA Dm 70 147 aa 353 0 1800 550 42 52 00 30200 558 43 Eres 4800 389 D 325D aa 50 00 35 221 07 mo am m m 0 1800 366 56 20 358 56 13300 e 30 _ io E tee or1750 1750 aa Sai 1 68 s Sub Totals by Total Taxable Taxable pb Tax Tax Due E J gen rest Total Due Fuel es Miles Miles Gallons RE Rate Bonm a Ri Total Taxable Taxable nee aoe Tax Due Tax ee a Total Taxes Miles Miles Gallons Picross Refund E io Total Taxes sto 3145 65 aros ares a 312 57 Piro 18 Total Total Penalty S100 DD Effective prior to DEV DVD i IFTA Intrastate E File User Manual 40 Inquire Tax Returns Credentials Credentials Step 1 On the Inquiry Selection screen select Credentials Important You may only view credential transactions that hav
50. selected all of the jurisdictions traveled select Submit to continue ga apo meia o Eos A North Carolina E iL Department of Revenue A WE ams sm Home About Us What s New Electronic Services Tax Forms g0 gt Electronic Services Account Hame NCDOR ID Year Quarter HEW 122000000 2011 July Sept Choose all jurisdictions in which you traveled and click the SUBMIT button when complete Fuel Type DI Diesel Georgia North Carolina South Carolina Tennessee Virginia British Colum k California Colorado Connecticut Dist of Colurr qy Delaware B PTS ete B Frets ante MA PE l IFTA Intrastate E File User Manual 23 Quarterly Tax Filing Reporting Operations Step 6 For each fuel type selected on Schedule A a Fuel Tax Computation Schedule B screen will be displayed You must provide the following information for each fuel type reported e Enter the total miles traveled in each jurisdiction Total miles should include both taxable and non taxable miles and should be rounded to the nearest whole number e Once you have entered the total miles for a jurisdiction the taxable miles field will be automatically populated with the same amount However you may change the taxable miles amount if some or all of the miles traveled in a jurisdiction are exempt Enter the amount of taxable miles total miles less exempt miles traveled
51. t IFTA Intrastate E File User Manual 7 On line Account Setup First Time User Initial Access Step 5 If you chose to allow a reporting service access to your online account the Reporting Services Selection screen will be displayed otherwise skip to Step 6 From the drop down list select the reporting service that may act on your behalf and select Submit to continue Important If your 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 er e i a T North Carolina e w EF nmp Department of Revenue dk A A rr ra 1 rd i ae of Home About Us What s New Electronic Services Tax Forms Search go r Electronic Services Reporting Services Selection Select the agency you have given permission to manage your IFTA Intrastate Account REPORTI MEA SERWIE REPORT ed above must already maintain your account ed to ensure that they will accept responsibility in Z REPORT SERVICE 1027 REPORT SERVICE e003 REP SERVICE IFTA Intrastate E File User Manual 8 On line Account Setup First Time User Initial Access Step 6 If you chose to allow a third party representative access to your online account the 3 Party Selection screen will be displayed otherwise skip to Step 9 You must indicate if the representative already has an IFTA Intrastate online account
52. t or enter your User ID if it is not already displayed North Carolina lt a e a Department of Revenue a a i T o a x r r r Home About Us What s New Electronic Services Tax Forms Search NS go ai i i Services gt Electronic Services Forgot Password i User ID mail email dormc com Email Address Enter your User ID and your pass phrase will be displayed to help you remember your password IFTA Intrastate E File User Manual 73 Forgot Your Password Step 3 Your pass phrase will be displayed on the Password Hint screen Select Submit to return to the login screen Important If the pass phrase does not help you remember your password your password will need to be reset Contact us at 919 707 7500 or 1 877 308 9092 for a temporary password North Carolina Department of Revenue Home About Us What s New Electronic Services Tax Forms a go k Electronic Services Password Hint Help O Pass Phrase COMMON e services Remember that your Pass Phrase is not your password it is a phrase that you entered to remind you of your password If the pass phrase does not help you remember your password your password will need to be reset Please contact the Department of Revenue at 919 707 7500 or 877 308 9092 for a temporary password IFTA Intrastate E File User Manual 74
53. tials Step 3 The Credentials List for Inquiry screen displays all of the credential orders submitted electronically for the tax type and year identified previously Choose the specific credential order you would like to view and select Submit to continue North Carolina S on CE ee Department of Revenue dh Ly A Mi S Home About Us What s New Electronic Services Tax Forms Search in go i gt Electronic Services Credentials List for Inquiry Select State Humber Confirmation Humber Date ie 123000000 20111027111111 2011 11 02 14 05 50 77079 This screen reflects credentials ordered on line ff you have not received your credentials please contact the Motor Fuels Tax Division Print Screen Back Submit Refresh Cancel IFTA Intrastate E File User Manual 43 Inquire Tax Returns or Credentials Credentials Step 4 Once you have selected a specific credential order to view the Credential Summary screen will be displayed showing the details of the credential order If you would like to print the credential order information select Print Screen otherwise select Submit to return to the main menu North Carolina Department of Revenue Pr ee aero Home About Us What s New H Electronic Services Account Hame Confirmation Number Tax Type Registration Year Decals Requested Address i ia AL Lud I I Electronic Services O s 7 B 7 FE dar as
54. ubmitted electronically On the Main Menu use the drop down list to select Inquire Tax Returns or Credentials and select Submit to continue North Carolina Dm a Ve Sa ee E Department of Revenue dk mi A i rms te L paos if Home About Us What s New Electronic Services Tax Forms Search NS go gt Electronic Services Account Hame NCDOR ID HEV 122000000 Main Menu Choose one of the options Select Here h M Click a question mark below for Select Here hep with a menu item Order Credentials Quarterly Tax Filing Order Credentials Inquire Tax Returns or Credentials bs do ERR i aa rau gy RT aa ier nquire Tax Returns or Credentials ae wy ia Modify My Password peate My WTOP en On Update My Information User Management User Management Close Account Close Account IFTA Intrastate E File User Manual 37 Inquire Tax Returns or Credentials Tax Return Step 1 On the Inquiry Selection screen select Tax Return Important You may only view tax return transactions that have been completed online If the transaction has not been completed you must use the Quarterly Tax Filing menu option to view and complete the transaction North Carolina E e a Dea De ti a l Department of Revenue Jk IE U pe a ty Home About Us What s New Electronic Services Tax Forms Search NS g0 gt Electronic Services Account Hame NCDOR ID HEW 123000000
55. x Forms Search go Electronic Services Account Hame NCDOR ID HE 123000000 Access Management Confirmation Confirm the information below Third Party Email Address 3rdparty email com If the above information is correct Click Submit to continue If not click the Back button to correct your information IFTA Intrastate E File User Manual 57 User Management Remove a User Step 1 On the User Management Selection screen select Remove User and select Submit to continue E e a 7 4 i 4ta T E North Carolina e aie ve ns a es Department of Revenue uk Bi 4 i e roe ares e 1 aa L r Home About Us What s New Electronic Services Tax Forms Search NS go E Electromc Services Account Hame NCDORID HEV 123000000 User Management Selection Make a selection and click submit Add User Remove User Reinstate User IFTA Intrastate E File User Manual 58 User Management Remove a User Step 2 The Select Role for User to Remove screen will be displayed You must indicate whether the user for whom you are removing access is a reporting service or third party representative Select Submit to continue E ER E E North Carolina E moh go Ta q Department of Revenue dd ARA A fl A ace Gr a ema Home About Us What s New Electronic Services Tax Forms Search go Electronic Servi
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