Overview

Wholesalers and distributors of beer, wine, and malt liquor are required to electronically file this monthly report for any sale made to retailers.  The Comptroller's office compares these sales made to the retailer with the retailer's sales made to the consumer as part of the Comptroller's sales tax audit program.  This report is due by the 15th day of every month.


This article will outline how to configure, manage, and export the TABC Alcohol Sales report in Cloud Retailer.


Seller's (Your) TABC License Number

  1. Log into your Cloud Retailer's back office
  2. Navigate to Admin -> Locations
  3. Select the location that participates in wholesales
  4. Enter your TABC license in the Seller TABC No field at the bottom of the page
  5. Click Save


Retailer's (Your Customers) TABC License Number

  1. Navigate to Admin -> Customers
  2. Select a customer that purchases alcohol from you at wholesale
  3. Enter their business name in the Company Name field
  4. Check the Tax Exempt checkbox
  5. Enter your customer's Tax Exemption Number
  6. Enter your customer's Retailer TABC No in the field at the bottom of the page
  7. Click Save


View and Export the TABC Report

  1. Navigate to Reports -> TABC Report
  2. By default, the report:
    1. Will be set to filter by last month's sales
    2. Will be set to filter by customers that have a Company Name and Tax Exemption Number
  3. Review the data for accuracy
  4. If necessary, add additional filters
  5. Click on the page icon with an X under Expand all Groups
  6. Select CSV to export the report as a CSV file


References