Sales and Use Electronic Data Interchange (EDI)
What is Electronic Data Interchange
(EDI)?
EDI is the electronic exchange of business documents (e.g.
tax returns, invoices) from one company's computer to another company's
computer in a data format that is machine-readable and follows a
national standard. The North Carolina Department of Revenue (NCDOR)
utilizes the 813-transaction set, called the "Electronic Filing
of Tax Return Data," included in version 4010 of the ASC X12
Standards as the standard format for electronically submitting the
North Carolina sales and use tax return information.
Who Can File an EDI Formatted Return?
Monthly with prepayment taxpayers are eligible to file Form E-500, Sales and Use Tax Return, and the breakdown schedules, Forms E-536 and E-543, if applicable, by uploading an EDI formatted return using the Department’s online filing and payment system.
How Do I Electronically File My EDI Formatted Sales and Use Tax
Return?
- You must complete Form
NC-592, North Carolina Sales and
Use Tax Electronic Filing Registration, to receive a user
ID and password from the North Carolina Department of Revenue.
The completed Form NC-592 should be faxed or mailed as noted on the form.
- You will need to use NCDOR approved commercial software or
software you have developed in-house to place your North Carolina
sales
and use tax return into the required EDI format. Please click here to access a list of software vendors who offer NCDOR approved software
that can place your North Carolina sales and use tax return into
the specified EDI format.
- You will then use our online filing and payment system to upload and submit your
return. Through a series of user-friendly web screens, you will
be
prompted to enter your NCDOR issued Sales and Use Tax Account Number, user
ID and password. You will then reach a web screen that allows
you to upload your EDI formatted sales and use tax return.
- Monthly with prepayment taxpayers that want to file their sales and use tax returns electronically but not in an EDI format can enter their return information directly into the system.
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What Are the Department’s Requirements
for Developing Software to Place a North Carolina Sales and Use
Tax Return into an EDI
File Format?
The following information is for commercial software vendors and
for business taxpayers developing software in-house.
- You must complete Form
NC-592, North Carolina Sales and Use
Tax Electronic
Filing Registration. The completed Form NC-592 should be
faxed or mailed as noted on the form.
- Select the appropriate form year to access the technical specification
for that form which will include the most current North Carolina
Department of Revenue EDI 813 Sales Tax Map. Questions about
the technical specifications should be directed via email to Sharyn.Wilson@dornc.com or nctaxefile@dornc.com.
- You will be required to submit test returns to verify that your software has placed the sales and use tax return in the proper format per our technical specifications. Download the test package and send an email to Sharyn.Wilson@dornc.com or nctaxefile@dornc.com when you are ready to test to receive further testing instructions. You will be notified of the test results within two business days of our receipt of the test returns.
Am I Required to Mail Any Paper Documentation After Submitting
My Return?
If you have claimed a credit on Form E-500, you are required to
mail documentation in support of the credit. Mail the supporting
documentation along with Form
E-RA, Required Attachments
for Sales and Use Tax Electronic Filing, to:
North Carolina Department of Revenue
PO Box 25000
Raleigh, NC 27640-0001
Note: Include your account number and the period for which you
are claiming the credit on your correspondence.
How Can I Pay the Tax Calculated on My Sales and Use Tax Return?
Payment information cannot be included in an EDI file, but you can pay online by bank draft and credit or debit card using MasterCard or Visa. The system will prompt you to enter your bank account or credit/debit card information after you upload your EDI file. You can also continue to pay by Electronic Funds Transfer (EFT).
How Will I Know the Department Has Received My Return?
You will receive an email from
the Department within two business days from submission
of your return and/or payment. The email will contain the same confirmation number that is displayed on the confirmation page that you print for your records. This email will also contain a Document Locator Number. You should retain the email
for your records and you should provide these numbers if you
contact the Department for assistance with the return and/or payment.
Are There Hardware and Software Requirements?
The following operating systems and browsers are supported for filing and paying online:
Operating Systems:
Windows 95/98/XP/NT/2000
Browser:
Internet Explorer 6.0 or higher with 128-bit encryption
Note:
The web browser must be configured to enable “per
session cookies.” In Internet Explorer,
this can be set under the “Internet Options” menu
option. For additional information on enabling the “per
session cookies,” please check the browser’s documents/help.
If you receive a message that 128-bit encryption is needed,
you will need to download the 128-bit encryption for your browser.
The 128-bit encryption is standard in the United States so
the problem would normally apply to someone trying to access
the application from outside the United States.
Who Can I Contact for Assistance?
For additional assistance, contact the Electronic Services Help Line Monday through Friday between the hours of 8:00 am and 5:00 pm EST at 1-877-308-9103 or (919) 733-1674.
Last modified on:
10/06/08 12:53:51 PM
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