Overview
Generate required tax and trade reports by compiling production data automatically. Configure report parameters, review and exclude specific data items, and access generated reports within the TTB tab to ensure accurate and compliant filings.
TTB Reports are dynamic. Historical volume changes will cause updates to applicable TTB reports, even if they've already been generated.
TTB Reports
Navigate to TTB Reports
Navigate to the Compliance area and select the TTB Reports tab to see a list of your TTB filings. Click on the name of a previous report to open it.
Create New TTB Report
From the TTB Reports section, select the New Report button to open the report configuration page.
Report Configuration
Set Filing Period
Specify the time frame your report covers. Select yearly, quarterly, monthly, or a custom date range to meet your reporting requirements.
Data Review and Exclusion
View Report Data Summary
The first table is a summary of the underlying data sources that appear within the subsequent TTB report. Use the tabs to view specific types of underlying data or select individual rows to update tax class information.
Exclude Data Items
The data summary table gives users the ability to exclude specific pieces of data from the TTB Report. To do so, use the checkboxes to select the items you want to exclude and choose Exclude Selections from the header.
Items that have been excluded will show up as pill boxes at the bottom of the table. To re-add previously excluded data to your report, click the 'X' next to an excluded item to include it again in the report's calculations.
Using Exclude with Tags
One of the primary uses of the exclusion table is for wineries that might have a small AP or two that keep wine on the same account as the main facility. In this instance, that wine might be showing up on the initially generated report.
Using Tags, users could tag the APs Lots with a Client Name. That field would then show up within the Lot Exclusion table, giving you the ability to quickly filter by the client's name and exclude those Lots from your report.
Printable Report
Blended creates a printable report based on your selections and data, ready for review and submission. Use the Print button to generate a pdf or print version of the report.
Clicking on individual cells will cause them to expand, showing the individual components used to calculate the aggregation. Click on it again to close it. Only 1 cell may be expanded at once.