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File and Pay at: http ://sd/epath

File and Pay at: http ://sd.gov/epath. The Revenue Review. sd.gov/epath. TOPICS. Benefits of EPath. Provides 24/7 access to file and pay returns by electronic means Easy Data entry or Data upload System does all calculations Pay by ACH Debit or ACH Credit New Features

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File and Pay at: http ://sd/epath

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  1. File and Pay at: http://sd.gov/epath The Revenue Review sd.gov/epath

  2. TOPICS

  3. Benefits of EPath • Provides 24/7 access to file and pay returns by electronic means • Easy Data entry or Data upload • System does all calculations • Pay by ACH Debit or ACH Credit New Features • Amend returns online • Review returns, payments, outstanding returns, and account balances • Make payments • View pending payments and make changes to pending payments • Use bank account for a one-time payment or save account information for future payments • Use one EPath account to file and pay taxes for multiple licenses for same owner • Assign additional users access to specific licenses on your EPath account • Change your password, security questions, and email address at any time

  4. Receive a Sales Tax Collection Allowance • Beginning January 1, 2014 • 1.5% of the tax due on the sales tax return, • not to exceed $70 for each reporting period • To receive the allowance • you must file and pay electronically and on time • No allowance is provided if: • You have a past due return or amount due on a sales tax, contractors’ excise tax, motor fuel tax, or 911 Surcharge account • You file or pay by paper • No allowance is provided for contractors’ excise tax returns. DUE DATES! File by the 23rd, Pay by the 2nd to last working day of the month

  5. Access EPath Help from every screen

  6. Help? 1-800-829-9188

  7. Create Account SD Quest Users New Users Add Licenses Add Users

  8. If you filed electronically using SD Quest, Click Here. Enter your SD Quest ID and PIN to create your EPath Account. Creating EPath Account SD Quest Users

  9. Keep your Username. You will use that to log into your account when you receive your password. Your email Check your Email address! If it is not correct, you will not receive your password. Username Criteria minimum of 8 characters do not use (< > ( ) [ ] " ' ; : | / % &) Creating EPath Account SD Quest Users

  10. Watch for two emails. • One with you Username • One with your temporary password Your email Your email Your email Creating EPath Account SD Quest Users

  11. Your email Need Help? 1-800-829-9188 Creating EPath Account SD Quest Users

  12. No tax reported? Call 1-800-829-9188 An Agent will create an account for you. • Username is at least 8 characters, do not use (< > ( ) [ ] " ' ; : | / % &) • License number - enter with or without the dashes • Owner or DBA – enter exactlyas on your license card or preprinted return • Tax due enter with or without the cents Creating EPath Account New Users

  13. The temporary password will be mailed to the address displayed. If the address is wrong, call 1-800-829-9188 Creating EPath Account New Users

  14. An email with your user name will be sent immediately. A temporary password is mailed within 3-5 days to the address displayed when creating your account. Creating EPath Account New Users

  15. Keep your Username and Password in a safe place. You need both to use EPath. Password Criteria Minimum password length is 8 characters. Password must contain: 1 UPPERCASE LETTER 1 lowercase letter 1 of the following: (!@#$%^&*()?) Creating EPath Account All Users

  16. Each has help information, simply point to the to display the information. Select Change Profile to add licenses to this account.

  17. Only the “Administrator” may add licenses to an EPath account. Only licenses with the same OWNER / EIN may be added to your EPath account. If you cannot add a license with the same owner, please call for help. • To Add a license to your account: • Select “Change Profile” on the Main Menu • Select “Add License” • Enter the requested information. • Click Add • If you have not reported tax for this business, • call 1-800-829-9188 to have the license added to your EPath Account. 3000-1000-ST 3000-2222-ST The administrator can see all licenses under the EPath account. Creating EPath Account Multiple Licenses

  18. 3000-1000-ST 3000-1000-ST 3000-2222-ST 3000-2222-ST 3000-1000-ST 3000-1000-ST 3000-2222-ST 3000-2222-ST 3000-1000-ST 3000-2222-ST 3000-1000-ST 3000-2222-ST • The Administrator may allow others access to some or all licenses on their EPath account. • Create a Username, check the licenses that user may have access to, click Add User. • Provide the User with the temporary password. • The User will create a new password and set their security questions. • Users will only see accounts they have permission to work on. Creating EPath Account Add User

  19. A “User” cannot access the Add/Edit User Accounts – only the Administrator may make those changes. 3000-1000-ST A “User” only has access to accounts assigned to them. Creating EPath Account Add User

  20. Filing Returns Special Jurisdictions City Tax Tourism and Other Tax Payment Verify / Submit / Print Return Upload Option

  21. 3000-1000-ST Use the dropdown boxes to display license numbers and returns Filing a Return

  22. 3000-1000-ST Check this box to report Special Jurisdiction tax. Filing a Return

  23. 3000-1000-ST Information is automatically saved. Click Calculate to calculate tax without changing pages. Next will calculate and go to the next page.

  24. Displays cities reported on your last return. If you do not owe tax to that city just leave it blank. You may remove a city, click the box to the right of the city and click Remove. Filing a Return – City Tax

  25. Add a new city by typing the name, using drop down list, or entering the first 3 digits of the city code. When you click add, the name and rates will be displayed. Filing a Return – City Tax

  26. If you owe Municipal Gross Receipts Tax, Check this Box. This will display the MGRT rate for each city. Filing a Return – City Tax

  27. Error Messages and Warnings Allows you to correct the return prior to submitting. Filing a Return – City Tax

  28. If you owe tourism tax on a Special Jurisdiction, check the box to display the Special Jurisdictions. Filing a Return – Tourism, Other Taxes

  29. Review your return, if any numbers are incorrect, select the section to change from the side menu or use the back button to go back and correct. Filing a Return - Payments

  30. 3000-1000-ST Beginning January 1, 2014, you must file and pay timely by electronic means to receive the allowance. You may pay by ACH Debit or ACH Credit. Electronic Payment due date is the 2nd to last working day of the month following the reporting period. Filing a Return - Payments

  31. Save your bank account information to use for future payments or make a one time payment that does not save bank account information. Select your option using the drop down box. For current returns – the payment date will show the 2nd to last working day of the month. Note: This return is being filed late. For late returns, the payment date displays the next Friday or the 2nd to last working day of the month, whichever is first. Filing a Return - Payments

  32. Remember! Contact your Bank to send payment before 2nd to last working day of month. Filing a Return - Payments

  33. If you cannot pay electronically; print and send the Payment Coupon with your check. Due date for payment by paper check is the 20th for monthly returns, the last day of the month for all others. January 2014 No collection allowance when payment is by check. Filing a Return - Payments

  34. You may also print the return after it is submitted. If you do not submit the return, you may complete and submit it at a later time. 3000-1000-ST Verify your information. If correct Enter your password and click Submit. Filing a Return – Verify and Submit

  35. No Confirmation #? You did not submit the return. Check Edit a Saved Return for returns started but not submitted. 3000-1000-ST Print this page for your records. It shows the Confirmation #, Date Submitted, Return Period, and Payment Information 3000-1000-ST Filing a Return - Confirmation

  36. View/Print Full Return View 3000-1000-ST Filing a Return – Print Full Return

  37. 3000-1000-ST Upload may be for full return or just local taxes. File may contain all jurisdictions or just the jurisdictions tax is due. Filing a Return – Upload Return Data

  38. TEMPLATES See FORMS under EPath Help Filing a Return – Upload Return Data

  39. The file should only contain one sheet with no formulas. • It must contain the following column names on row 1: Name, Code, Taxable. • Name is optional if you only upload city tax data. • Code is optional if you only upload state tax data. • If reporting state tax the row name must be exact for Gross Sales, Use Taxable, and Non-Taxable Sales. • If reporting city tax, the 4 digit code must be listed for each city and city rate. Filing a Return – Upload Return Data

  40. Wrong Numbers? Correct your file, go to File Template and upload again. Or go to that return section and enter the correct numbers. A new upload will replace previously uploaded and manually entered amounts. Filing a Return – Upload Return Data

  41. Amending REturn Select Return Entering Data Upload Documentation Review / Submit / Print

  42. 3000-1000-ST Select the return to amend from the drop down list. If the return is not listed call 1-800-829-9188 for the proper forms. A return can be amended by Uploading the corrected data or manually entering the corrected figures. Enter the total receipts for that reporting period. EPath calculates the additional amount due or credit. Amending Return

  43. Display changes made to the return or Display total reported on that return. Amending Return

  44. 3000-1000-ST • Amended returns resulting in a credit must include documentation to support the credit. • Include the contact name and phone number the Department can call with questions. • Examples of items to support the credit include, but are not limited to the following: • Credit memo issued to customer • Report used to determine new amounts and the report used to determine old amounts • Copy of exemption certificate and invoice • Credits may be a result of an overcharge to a customer. This overcharged tax must be refunded to the customer before the credit will be applied to your account. Additional documentation may be needed to prove the credit was refunded to your customer. Amending Return

  45. If you owe tax, select your payment method. Review and submit your return. Be sure to print the confirmation page. You may also view and print the amended return. 3000-1000-ST

  46. View History View Account Activity View Pending Items View/Edit Pending Electronic Payments View Deleted Electronic Payments Cancel License

  47. Can view 3, 12, 36 months or all history 3000-1000-ET 3000-1000 Click on any Underlined item to view details. View History View Account Activity

  48. View Changes only or View Total for the amended return. View History View Account Activity

  49. These are items submitted that have not yet been applied to your account. Allow 3-4 days for items to be processed. View History Pending Items

  50. 3000-1000-ET Pending Payments can be changed or deleted. You may select the date payment will be pulled from your account using the Payment Date dropdown box. Available dates are most Fridays and the 2nd to last working day of the month. Payment for the current return is due the 2nd to last working day of the month. Payments must be submitted 2 days prior to the payment date. A payment due 6/27/2013, must be submitted by 6/25/2013. 3000-1000-ET View History View/Edit Pending Electronic Payments

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