Before you can start using i21 MFT, you need to configure certain parts of your i21 system in order for MFT to work properly. Each of the following areas needs to be setup.
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title | Company Configuration |
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You need to enter some basic information for MFT filing purposes. Go to System Manager menu → Company Configuration screen → Motor Fuel Tax Forms, then enter information in all fields in the Company Setup area. Image Added
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For Tax Codes that have a MFT implication, you need to map each of them to a Motor Fuel Tax Category. Go to Tax Code screen, then select a Motor Fuel Tax Category from the dropdown. Image Removed Image Added
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For fuel Items, you need to map each of them to a Product Code for each State you filing MFT for. Go to Item screen → Setup tab → Motor Fuel Tax tab, then select a Tax Authority (the state you file MFT for), then select the correct Product Code for that fuel Item. Note: if an Item is required to report under two different Product Codes, you can do so on this screen. i21 MFT allows for this "multiple Product Code" setup and reports properly. Image Added Image Removed
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title | Vendor and Vendor Location |
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- For Vendors from whom you purchase fuel, you need to check Transport Terminal checkbox for that Entity on the Vendor → Detail tab, and enter their FEIN on Vendor → General → Tax Details area.
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Image Removed Image Added - For Vendors who operate a Terminal, you need to enter a Terminal Control Number for that Vendor Location. Go to Entity screen → Locations tab → select a Location to open Entity Location screen → Supply Point tab, then select a Terminal Control Number from the dropdown.
Image RemovedIf the reporting state requires the Fuel Dealer's License Number, then you need to enter it into the Fuel Dealer ID 1 field.
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If you have a Company Location to which you can transfer Fuel inventory, you need to check Track MFT Activity on the Setup tab. For example, if you purchase fuel and then take it to one of your own Convenience Stores (which are created as Company Locations in i21), you need to check this in order for MFT to properly track these transfers. Image Removed Image Added
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title | Company Configuration |
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You need to enter some basic information for MFT filing purposes. Go to System Manager menu → Company Configuration screen → Motor Fuel Tax Forms, then enter information in all fields in the Company Setup area. Image Removed
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title | Configurations for Specific Forms |
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Certain Forms' Configurations need to be specifically setup. For example, for Indiana Form MF-360, you will need enter your License Number, Type, current Tax Rate, Allowance Rate, etc. If the Form has data points requiring manual input, you will need to enter them. For example, if there is any Interest or Penalty. To do so, go to Tax Authority screen → select and View the Form → Reporting Component Configuration tab. For a specific Form, you can find out what Configurations need to be entered from this page: i21 Motor Fuel Tax Home → Tax Authorities, then the State. Image Removed Image Removed |
Other State-specific Configurations |
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Depending on the state's specific requirements, there may be certain one-time Configurations that must be completed. For example, your license number as a filer, etc. To find out what these state-specific Configurations are, refer to each individual state's page. |
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title | Disable / Enable Certain Reporting Components |
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You may not need all Reporting Components (Forms and Schedules) for a filing State. For the ones you do not need to use, you can Disable them so they are not shown. You can always Enable them later if your business changes. To Disable Reporting Components, go to Tax Authority screen → Filing Packet tab. Uncheck the Status checkbox for the Reporting Component not needed, then click Save on the top of the screen. By default, the Filing Packet tab displays all Enabled Reporting Components. If you wish to see only the Disabled ones, select Disabled from the Show dropdown. Image Removed
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