Minimum Version Required: 22.12
Pre-Conditions
This document will guide users through the configuration of a Manufacturer site on ECP to ensure accurate representation of all beer production and removal data required for the Federal TTB Brewers Report of Operations
Steps
Setting up Tax Entities
1. Using Universal Search, navigate to the Tax Entities table
2. Select Add Tax Entities
NOTE: You will need to add a separate Tax Entity for every active TTB Brewer’s Notice license your organization holds
3. Enter the following information:
Tax Entity - The name of the facility that holds the Brewer’s Notice
License Number - Your Brewer’s Notice license number
FEIN - Your Federal Employer Identification Number
4. Click Save Records
Configuring Locations
1. Using Universal Search, navigate to the Locations table
2. Hover over the Tax Entity column and click the edit pencil
3. Select the correct Tax Entity(s) for each location
4. Click Save Records
Configuring Product Types
1. Using Universal Search, navigate to the Product Types table
The common Product Types that we will want to configure for reporting on the TTB BRO Report are Finished Goods (cans, bottles, kegs, etc.) and Bright Beer
2. Set the TTB Process Type on the appropriate Product Type
NOTE: Your site’s Product Type naming conventions may differ
- For Product Type: FG - Bottles you will chose TTB Process Type = Bottled
- For Product Type: FG - Cans you will chose TTB Process Type = Canned
- For Product Type: FG - Kegs you will chose TTB Process Type = Racked
- For Product Type: WIP - Bright Beer you will chose TTB Process Type = Produced
3. Using Universal Search, navigate to the Locations Product Types table
4. Set the correct Tax Entity on the Product Type to correspond with your Location(s)
Configuring Brands
1. Using Universal Search, navigate to the Brands table
2. Ensure all of your Brands are categorized correctly under the ‘TTB Category’ column
3. For all beer Brands, choose the TTB Category: Beer
Note: The TTB defines beer as the following: Beer, ale, porter, stout, and other similar fermented beverages (including saké and similar products) of any name or description – containing one-half of one percent or more of alcohol by volume – brewed or produced from malt, wholly or in part, or from any substitute for malt.
4.For all non alcoholic beer Brands, choose the TTB Category: Cereal Beverage - Below .5% ABV
Note: The TTB defines non alcoholic beer as the following: A beverage, produced either wholly or in part from malt (or a substitute for malt), and either fermented or unfermented, which contains, when ready for consumption, less than one-half of 1 percent (0.5%) of alcohol by volume. Substitutes for malt are rice, grain of any kind, bran, glucose, sugar, and molasses.
Configuring Customers
Customers can be categorized with a TTB Tax Code that the BRO will pull data from. For initial TTB reporting configuration, we will want to ensure the proper Tax Code is set for the tavern on brewery premises (the taproom) as well as any contract brewing partners that receive beer from the facility without payment of tax.
Setting up Tavern on Brewery Premises Customers
If your brewery is classified as a ‘brewpub’ or contains a ‘tavern on brewery premises’, you will need to set up the relevant Customer record through the following steps:
1. Using Universal Search, navigate to the Customers table
2. Select the Customer that represents your tavern on brewery premises
3. On the TTB Tax Code field, select Tavern on Brewery Premises and click save
Setting up Contract Partner Customers for Beer Removed Without Payment of Tax
If your brewery produces beer for another brewery Customer of the same or different ownership and you will not be tax liable for these removals, you will need to set up these Customers through the following steps:
1. Using Universal Search, navigate to the Customers table
2. Select the Customer that you invoice beer to without payment of tax
3. On the TTB Tax Code field, select Removed Without Payment of Tax to Other Breweries and click save
Note: If these Customers also receive tax paid removals from your brewery, an additional customer must be added to reflect this
Setting up Contract Partner Vendors for Beer Received in Bond
If your brewery purchases beer in bond from another brewery to be taxed upon removal from your facility, you will need to set up these Vendors through the following steps:
1. Using Universal Search, navigate to the Vendors table
2. Select the Vendor that you invoice beer to without payment of tax
3. On the TTB Tax Code field, select Received In Bond and click save
Fields And Definitions
Tax Entities - The manufacturing facility represented by your Brewer’s Notice
Product Types - The term which describes a specific group of Products
TTB Process Type: Bottled and TTB Process Type: Canned will both report as ‘Bottling’ on the BRO
TTB Process Type: Racked will report under the ‘Racking’ columns on the BRO (aka: kegged finished goods)
Brands - For the BRO, the Brands table will allow you to define the TTB Category
TTB Category: ‘Beer’ should be used for all beer brands
TTB Category: ‘Cereal Beverage - Below .5% ABV’ should be used for all non-alcoholic beer brands
Best Practices
- All Load Sheets must be in ‘Balanced’ Status to accurately reflect removals data for the BRO date period chosen
- When adding new Brands, ensure that you set the correct TTB Brand Category brands without a TTB Brand Category will be omitted from the BRO