Federal excise is charged per proof gallon removed from bond. A transfer in bond is not a taxable removal. Rates, the YTD meter, opening PG, and how often you file live on Producer settings → Spirits (already in Spirits Settings). This article is the return worksheet and what makes tax due.
Dashboard meter: Federal excise — {year} removals — PG removed, Excise determined, current rate/tier, remaining at this rate; link Rates in Settings.
Reports → Spirits Excise Tax Return. Worksheet — a Pay.gov transcription aid, not a filed form. There is no Pay FET button and no e-file.
How to run it
- Pick Year and Filing period (from How often you file: twice a month, quarterly, or annually).
- Tax owed: Rate, PG removed, Gross tax, Wine credit (§5010), Flavor credit (§5010), Tax.
- How that was arrived at: Date, what removed it, PG, rate, gross, §5010 credits, tax.
What makes tax due in this slice
Packaging into a tax-determined warehouse withdraws from bond on the run. The packaging form banners: “This warehouse is tax determined — recording withdraws these spirits from bond,” with the rate from the YTD meter, tax added to case cost. Package into a bonded warehouse to keep cases in bond.
Set Tax Determined on the warehouse (Warehouses settings), not on Spirits Settings.
Pro Tip: Leave federal rates on current law unless your DSP is truly on different figures. Changing rates does not restate already-determined removals.