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How to File a Sales Tax Return Electronically as a List Filer [Official] - YouTube
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If you don't have a Webfile account, view
our how to create a Webfile account video
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to learn how to sign up.
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If you already have an account, let's continue.
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Are you an outlet or list filer who needs
to file a sales tax return?
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This video explains how to file using Webfile.
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Remember, you can pause this video at any
time.
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Let's get started.
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Enter your user ID and password and select
login.
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From the eSystems menu, select Webfile pay
taxes and fees.
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Select the 11 digit taxpayer number link next
to the sales and use tax account you previously
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assigned.
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If your account is not listed, you will need
to add it to your profile.
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Enter the 11 digit taxpayer number and select
continue to add additional available taxes/fees.
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Let's get started filing your sales and use
tax return.
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Select the radio button next to file original
return and select continue.
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Now, select the period for which you are filing.
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If you are filing monthly, you will see the
period in your year/month format.
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For example, the numbers 1410 represent October
2014.
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If you are set up to file quarterly, you will
see the period in year/quarter format.
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For example, 143 represents the Third quarter
of 2014.
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Selecting this period means you are filing
for July through September of 2014.
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If you are set up to file yearly, you will
see the period as the year.
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Select a period and then select continue.
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The first part of your return is the credits
taken page.
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Answer the questions about the credits taken
on taxable purchases and licensed custom broker
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exported sales.
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You must answer both questions before continuing.
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These questions are for informational purposes
only and do not affect the calculation of
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the return.
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Select Continue.
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If you have not donated inventory or used
inventory for personal use answer, no to the
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credits taken on a taxable purchase question
and proceed to the exported sales question.
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If answering yes to this question, enter the
amount of tax credit being taken on this return
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for taxable purchases.
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Do not include prepayment or overpayments
from other report periods.
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Enter the date for the oldest transaction
for this report period for which you paid
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tax in error.
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If you are not a licensed customs broker,
answer no and continue.
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If answering yes to this question, enter the
amount refunded for this return for items
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exported outside the United States from all
Texas licensed custom broker certificates.
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Once you have answered the questions about
credits taken and exported sales, select continue.
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Now let's complete the total sales, taxable
sales and taxable purchases section.
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Enter the amounts in this section in whole
dollars only.
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For example, $100.96 would be entered as 101
or 100.
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Enter zero if you have no sales to report.
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The first field you must complete is total
sales.
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Enter the total amount, not including tax,
of all sales services, leases and rentals
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of tangible personal property including all
related charges made during the reporting
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period.
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The second field you must complete is taxable
sales.
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Enter the total amount not including tax,
of all taxable services and taxable sales,
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leases and rentals of tangible personal property
including all taxable related charges made
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during the reporting period.
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The third field you must complete is taxable
purchases.
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Enter the total amount of all taxable purchases.
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Taxable Purchases are taxable items purchased,
leased or rented for personal or business
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use on which sales or use tax was not paid.
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This includes purchases from Texas or out
of state sellers, or items taken out of inventory
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for use, Items given away and items purchased
for an exempt use but actually used in a taxable
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manner.
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Taxable purchases do not include inventory
items being held exclusively for resale.
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If you are required to submit the form, you
will see list filer under the amounts subject
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to local tax.
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After you have completed the total sales,
taxable sales and taxable purchases section,
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select continue.
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Now, let's complete the list supplement section
of the return.
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Your Webfile account will list the jurisdiction
for which you are required to report.
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In this example, Houston city and Houston
MTA are required to be reported even if no
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sales were made in those jurisdictions.
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You can add any jurisdictions that were not
automatically added to your profile by selecting
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add jurisdiction.
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If you know the jurisdiction number, enter
it and select continue.
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If you do not know the jurisdiction number,
choose a different search category and select
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continue.
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For city and county, you can enter a partial
or full city name or leave this field blank.
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From your search results, select the jurisdiction
for which you would like to report by selecting
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the box next to the jurisdiction.
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Select add.
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Once you add a jurisdiction to your return,
it will appear each time you file a return.
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You can add as many jurisdictions as you need
for your return following the steps described
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previously.
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Enter the amount of sales that were made in
your jurisdiction.
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Select continue when all jurisdictions have
been completed.
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On the sales tax review page you can review
the data you've entered before you submit
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it.
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If you need to change your return data, select
edit credits taken, edit location or edit
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list.
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When you are done reviewing your data, select
continue.
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You must select continue to submit your report.
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This is only a review page a return has not
been submitted.
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You will now be prompted to make a payment
or you can file a report with no payment.
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If you file and pay by the due date, you will
get a timely filing discount.
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Webfile calculates the timely filing discount
for you.
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Select continue.
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You'll see the confirmation page once you
have submitted your return and/or payment.
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You do not need to send a paper return.
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It's important that you print or save this
page for your records.
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Need additional help?
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Call us at 1-800-442-3453
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