1. Excise Tax IFTA/Intrastate E-File
July 2014

2. Topics Features Benefits Online Account Setup
File a Tax Return – No Operations and With Operations
Order Credentials
View a Return or Credential Order
User Manual

3. Features Order IFTA and/or Intrastate Credentials
IFTA Quarterly Tax Filing
View Tax Returns or Credential Orders
View and print IFTA returns previously filed online
View and print the confirmation for IFTA and Intrastate credentials previously ordered online
Grant or revoke access to your online account by a reporting service or third party representative
IFTA/IN web questions & suggestions

4. Benefits Log into the IFTA/Intrastate E-File application at any time
No paper return to complete and mail
Faster processing of your return
System performs all calculations to determine tax or refund due
Acknowledgement that your return or credential order has been received
Acknowledgement that your payment has been received

5. (919) 707-7500 or (877) 308-9092 to obtain your access code.
Getting Started – First Time User/Initial Access Setup
Follow the instructions in the letter to establish your online account. You must set up your account within 90 days of the date on your access code letter; otherwise, your access code will expire. If you do not have your letter or if your access code has expired, contact us at
(919) or (877) to obtain your access code.

6. Getting Started – First Time User/Initial Access Setup
Go to and select E-Services (Electronic Services) for Businesses.

7. Getting Started – First Time User/Initial Access Setup
Click the Motor Fuels IFTA/Intrastate E-File link.

8. Getting Started – First Time User/Initial Access Setup
When you are ready, click the link to log into the application.

9. Getting Started – First Time User/Initial Access Setup
Select OK when the security alert box appears.

10. To advance through the application, click the Submit button.
Getting Started – First Time User/Initial Access Setup
To advance through the application, click the Submit button.

11. Getting Started – First Time User/Initial Access Setup
To set up your online account, select the First Time User/Initial Access Setup link.

12. Getting Started – First Time User/Initial Access Setup
Read the setup notice and click the Submit button.

13. Getting Started – First Time User/Initial Access Setup
Enter the NCDOR ID and access code from the letter you received. The access code is case-sensitive. You must use capital letters. Click Submit.

14. Getting Started – First Time User/Initial Access Setup
In addition to you, you may grant access to your online account to a reporting service, a third party representative, or both. If you would like for someone other than yourself to have access to your online account, check the appropriate box. Click Submit.

15. Getting Started – First Time User/Initial Access Setup
If you want a reporting service to conduct business on your behalf and the designated reporting service is not included in the drop down list, you must have the reporting service contact our office to be added to the system.
Click Submit.

16. Getting Started – First Time User/Initial Access Setup
If you want a third party representative to conduct business on your behalf, you must indicate if the representative already has an IFTA/Intrastate online account or if the representative is a new user. Click Submit.

17. Getting Started – First Time User/Initial Access Setup
If the third party representative has an existing IFTA/Intrastate online account, enter their address. Click Submit.

18. Getting Started – First Time User/Initial Access Setup
If the third party representative is a new user, enter the representative’s address, name, telephone number, and password. Click Submit.

19. Getting Started – First Time User/Initial Access Setup
To complete the setup of your online account, enter your address, name, telephone number, password and pass-phrase.
Click Submit.

20. Verify the information you have entered and click Submit.
Getting Started – First Time User/Initial Access Setup
Verify the information you have entered and click Submit.

21. Login *
To login to your account, enter your address and password and then click Submit. If you forgot your password, select the link to obtain your password hint. *

22. Main Menu
From the main menu, select the action you would like to perform. Click Submit.

23. File A Tax Return
To file an IFTA tax return, select the Quarterly Tax Filing option. Click Submit.

24. File A Tax Return – No Operations
Are you
sure?
Select the reporting period for the return. If you did not operate in any jurisdiction, answer “no” to the question. If you operated in North Carolina or any other jurisdiction during the reporting period, make sure to answer “yes.” Click Submit.

25. File A Tax Return – No Operations
The system will calculate any applicable penalty based on the due date of the return you are filing. Click Submit.

26. File A Tax Return – Confirmation
Make sure to print the return confirmation for your records. If you would like to print a copy of the return, select Print Return.

27. File A Tax Return – With Operations
To report miles traveled in North Carolina or any other jurisdiction, make sure to answer “yes” to the operations question.
Click Submit.

28. File A Tax Return – With Operations
To select a fuel type, click on the dropdown arrow and select the appropriate fuel type. Then enter the total miles traveled in all jurisdictions and the total fuel consumed in all jurisdictions. You must report mileage and fuel usage information for each fuel type separately.

29. File A Tax Return – With Operations

30. File A Tax Return – With Operations
Review the information you entered to ensure it is correct. Click Submit.

31. File A Tax Return – With Operations
Indicate the jurisdictions in which you traveled by clicking on the appropriate states on the map or list. If you use the list, click the green arrow to transfer the selected jurisdictions to the list on the right. Click Submit.

32. File A Tax Return – With Operations
Not sure how?
Need more information on how to select or remove a jurisdiction? Click the help button for instructions.

33. File A Tax Return – With Operations

34. File A Tax Return – With Operations
Enter the miles traveled and fuel gallons purchased in each jurisdiction for each fuel type previously selected. If you traveled in multiple jurisdictions, click Next to enter the information for additional jurisdictions.

35. File A Tax Return – With Operations

36. File A Tax Return – With Operations
The system will calculate the tax payment due. Click Submit.

37. File A Tax Return – With Operations
Review the information you entered to ensure it is correct. Click Submit.

38. File A Tax Return – With Operations

39. Tax Due Return – Make A Payment
If your return shows a tax payment due, select a payment option. Click Submit.

40. Tax Due Return – Bank Draft Payment
Need
help?
If you selected to pay by bank draft, enter your routing number, account number, and select the account type. If you need help locating this information, click the Help button.

41. Tax Due Return – Bank Draft Payment

42. Tax Due Return – Bank Draft Payment
You must re-enter your bank account number for verification purposes. Click Submit.

43. Tax Due Return – Credit/Debit Card Payment
If you selected to pay by credit/debit card, select the card type and enter the card number, expiration date, card holder’s name, and the zip code that appears on the card’s billing statement. Click Submit.

44. Tax Due Return – Credit/Debit Card Payment
Review the information you entered to ensure it is correct. A convenience fee is charged for credit/debit card payments. Click Submit.

45. File A Tax Return – Confirmation
Make sure to print the return confirmation for your records. If you would like to print a copy of the return, select Print Return.

46. File A Tax Return – Confirmation
To print the return, you must change your printer setting to landscape.

47. File A Tax Return – Confirmation
Once you have printed the return, select Back to return to the confirmation screen.

48. File A Tax Return – Confirmation
If you would like to perform another action, select Menu to return to the main menu. Otherwise, select Exit to log out of the e-file application.

49. Order Credentials
To order credentials, select the Order Credentials option. Click Submit.

50. Order Credentials – Decals And License
If you need decals, you must select the tax type and enter the number of decal sets requested. One decal set contains two decals, one for each side of the vehicle. Click Submit.

51. Order Credentials – Confirmation
Make sure to print the credential order confirmation for your records.

52. Inquiry – Tax Returns Or Credentials
To view returns or credential orders previously submitted online, select the Inquire Tax Returns or Credentials option. Click Submit.

53. Inquiry – Tax Returns Or Credentials
Select the type of online transaction that you would like to view. Click Submit.

54. Inquiry – Tax Return
If you selected to view tax returns previously filed online, enter the reporting period of the return you want to view. Click Submit.

55. Inquiry – Tax Return
If you would like to print a copy of the return, select Print Screen. To return to the main menu, select Submit.

56. Inquiry – Credentials
If you selected to view credential orders previously submitted online, enter the tax type and year for which credentials were requested. Click Submit.

57. Select a specific credential order to view. Click Submit.
Inquiry – Credentials
Select a specific credential order to view. Click Submit.

58. Inquiry – Credentials
If you would like to print a copy of the credential order confirmation, select Print Screen. To return to the main menu, click Submit.

59. IFTA/Intrastate Internet Taxpayer User’s Manual
For step-by-step instructions, go to
Select Tax Forms, Download Forms, and then click on International Fuel Tax Agreement (IFTA).
Under the heading “Motor Fuels IFTA/Intrastate Internet Filing”, click on “User Manual” to open the user manual.
Additional topics covered in the User Manual
User Management
Manage reporting service or third party access to your online account
Close account
Change password or retrieve forgotten password
Frequently asked questions

60. Contact the Excise Tax Division at
Questions?
Contact the Excise Tax Division at
(919) or toll free at (877)