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titlePurchaser License Number

Some Schedules, such as D and SD, require reporting Purchaser License Number.This can be setup for each Customer appearing on these Schedules.

  1. Go to Tax Authority - IL screen > Customer License Number field, select a Customer and then enter their License Number.
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titleSchedule-specific Configurations

The following Schedules report gallons sold to Licensed Distributors and Receivers. In order to properly identify these sales, one of two things is required:

  1. Option #1: Create an Customer Account Status Code specifically for Licensed Distributors and Receivers, assign this Code to any such Customer, and then use Include Customer Account Status Code dropdown on the Other Criteria tab for that Schedule. This option is suitable if you have several such Customers.
  2. Option 2: use Include Customer dropdown on the Other Criteria tab for that Schedule. This option is suitable if you only have a few such Customers.
ScheduleNameType
DGasoline Products Sold Tax- and Fee-Free in IL to Licensed Distributors and ReceiversMFT-free Only
DGasoline Products Sold Tax- and Fee-Free in IL to Licensed Distributors and ReceiversUST-/EIF-free Only
DGasoline Products Sold Tax- and Fee-Free in IL to Licensed Distributors and ReceiversBoth MFT- and UST-/EIF-free
DDDyed Diesel Sold Tax- and Fee-Free in IL to Licensed Distributors and ReceiversMFT-free Only
DDDyed Diesel Sold Tax- and Fee-Free in IL to Licensed Distributors and ReceiversUST-/EIF-free Only
DDDyed Diesel Sold Tax- and Fee-Free in IL to Licensed Distributors and ReceiversBoth MFT- and UST-/EIF-free
LDOther Fuels Sold Tax- and Fee-Free in IL to Licensed Distributors and ReceiversAviation Fuel
LDOther Fuels Sold Tax- and Fee-Free in IL to Licensed Distributors and Receivers1-k Kerosene
LDOther Fuels Sold Tax- and Fee-Free in IL to Licensed Distributors and ReceiversOther
SDSpecial Fuel (Excluding Dyed Diesel) Sold Tax- and Fee-Free in IL to Licensed Distributors and ReceiversMFT-free Only
SDSpecial Fuel (Excluding Dyed Diesel) Sold Tax- and Fee-Free in IL to Licensed Distributors and ReceiversUST-/EIF-free Only
SDSpecial Fuel (Excluding Dyed Diesel) Sold Tax- and Fee-Free in IL to Licensed Distributors and ReceiversBoth MFT- and UST-/EIF-free

The following Schedule includes Sales to anybody who is NOT a Licensed Distributor or Supplier. In order to properly identify these sales, one of two things is required:

  1. Option #1: Create an Customer Account Status Code specifically for Licensed Distributors or Supplier, assign this Code to any such Customer, and then use Exclude Customer Account Status Code dropdown on the Other Criteria tab for that Schedule. This option is suitable if you have several such Customers.
  2. Option 2: use Exclude Customer dropdown on the Other Criteria tab for that Schedule. This option is suitable if you only have a few such Customers.
ScheduleName
DD-1Tax-Free Sales of Dyed Diesel to Other Than a Distributor or Supplier in IL

The following Schedules report gallons sold to Federal Government. In order to properly identify these sales, one of two things is required:

  1. Option #1: Create an Customer Account Status Code specifically for Federal Government, assign this Code to any such Customer, and then use Include Customer Account Status Code dropdown on the Other Criteria tab for that Schedule. This option is suitable if you have several such Customers.
  2. Option 2: use Include Customer dropdown on the Other Criteria tab for that Schedule. This option is suitable if you only have a few such Customers.
ScheduleName
BGasoline Sold to Federal Government etc
DBDyed Diesel Sold to Federal Government etc
SBSpecial Fuel (Excluding Dyed Diesel) Sold to Federal Government etc
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titleOne-time Configurations
Form/ScheduleConfigurationNote
RMFT-5Distributor License NumberValue is displayed in header.
RMFT-5Supplier License NumberValue is displayed in header.
RMFT-5-USReceiver License NumberValue is displayed in header.

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