Tax Online Filing user manual
Contents
1. Affiliation Code 00 Non Affiliated Transaction z Transaction Code 51 Regular Payment Volume BBL or MCF o Gross Value Transportation Deduction Processing Deductions Royalty Deduction TAX DUE Screenshot showing the edit screen for the amendment lines Edit column Click this field to edit the amended line entry save Click on this save button when completed Note if the Pun lease combination is invalid the line entry will be highlighted in Red Ne x E http Linas iis P R gt Oil and Gas Tax Online Filin X Welcome you are logged in as SenderId OGTAdmin Logout click here ij Ore State of New Mexico RA E Oil and Natural Gas Administratign Mar Revenue Database I a Q lt gt a Unified Online Filing gt gt Oil and Gas ee Online Reporting and Filing eturn Options Manage Sales Return HESS CORPORATION 495 Sales Period May 2013 SEEE ae nt RPD Start Retum Current Month Details Amendments to Prior Returns Notices Summary amp Submit TN 105065 Enter a New Amendment Sale Period Prod Tax Affi Volume Gross Transportation Processing Royalty MM YYYY Code Rate Code Code BBL MCF Value Deduction Deductions Deduction One amendments line has been entered for the Return FAQ User Manual Screenshot showing an amended detail line with an invalid Pun Lease combination New Mexico Taxation and Revenue Departmen2. Return Options Manage Sales Return HESS CORPORATION 495 Sales Period May 2013 PAPEETE nE E E ee RPD Start Return Current Month Details Amendments to Prior Returns Notices Summary amp Submit TN 105065 Support Search Support please select x please select 7 Get Notice Info Notice Type Invoice Number Reason Code ONGARD Portal Unified Online Filing Notices Included in this Return No notices have been assocated with this Return Screen shot of Notice summary screen r x S http localhost 59660 ManageRetu O E gt S oil and Gas Tax Online Filin X Search by Invoice Number 72258 Manage Notice No balance is due on selected assessment Notice Type 02 Invoice Number 72258 Reason Code RR Notice Balance Amt Paid Taken Screenshot showing a notice with no outstanding balance New Mexico Taxation and Revenue Department Return Options a OIL AND GAS TAX REPORTING AND FILING July 14 2013 Summary amp Submit Tab This is the final stage in completing and filing your tax return The system has automatically summarized all recorded details to the summary report Review the details and insure all values are as expected otherwise go back to the required process and make corrections as deemed necessary Oil and Gas Taxes Summary Complete the summary details to finish your tax return Operator or Purchaser Using this drop down button selec
3. Primary Carl Lujan Secondary 505 827 0812 carl lujan state nm_us Support page with contact information for application administrators New Mexico Taxation and Revenue Department Support ae OIL AND GAS TAX REPORTING AND FILING July 14 2013 ONGARD Portal The Unified Online Filing menu option will return you to the Unified Online Filing application when you can access the rest of the online filing services New Mexico Taxation and Revenue Department ONGARD Portal ai
4. Service Center I0 218311 75 2013 10 40 01 AM OGT Amended Line updated by Service Center ONGARD ONGARD Service Center 10 218311 7 15 2013 10 33 12 AM OGT Amended Line updated by Service Center ONGARD ONGARD Service Center 10 218311 7 15 2013 10 32 36 AM OGT Amended Line updated by Service Center ONGARD ONGARD Service Center I0 218311 7 15 2013 10 24 35 AM OGT Amended Line updated by Service Center ONGARD ONGARD Service Center ID 218311 7 15 2013 10 23 51 AM OGT Amended Line created by Service Canter ONGARD ONGARD Service Center ID 218311 7 15 2013 10 10 35 AM OGT Detall Line updated by Service Center ONGARD ONGARD Service Center 10 2138285 75 2013 9 57 10 AM OGT Web ratum created by Service Center ONGARD ONGARD Service Center Screenshot of the Tax Return Summary New Mexico Taxation and Revenue Department Return Options oa OIL AND GAS TAX REPORTING AND FILING July 14 2013 Download the Report click here Clicking the Download the Report link at the top of the online summary will casue a dialog box to open asking you how you would like to manage the file you can open it Save it or save it as anew name to your computer wrae What do you want to do with FilingReport pdt Size 10 7 KB From localhost gt Open The file won t be saved automatically gt Save gt Save as Open or save dialog for PDF report of tax return New Mexico Taxation and Revenue Department Return Opt
5. OIL AND GAS TAX REPORTING AND FILING July 14 2013 Tax Online Web Filing Application User Manual Contents W 60 00 2 eee E en E eer one eee ee ee 2 AJ ONS FUND serer acise sac laos ecaranu cate aesaeducenueucaiawetadeacenussaaasasaeducenueassaesiadaceies 3 Return A O11 ONS esenea ia ne aan Ana RA Na n E RER E E AE AS EERE rA ERNES E EARS 4 Start W CD Re neea enan E E E eee E E 4 Conen None Dee T Dea E E EEE 5 Amendments to Prior Returns Tab cccccccccccssssecccceeeeseeececeeeeseeceeesaeeeeeeeessaaeeeess 9 TNC SUA e AE E E E A E E E E E E E E E eee es 11 Summary amp Submit Tab ccc cccsssssssecccececeeeeesseeececeeeeaaeesseeeceeeeeseaeaseseeeeeeeeaaas 13 IO SOT E NE E usu E E E A AE 17 B CTE TROUT TEE AET E AA ES AEE ANA E E A 18 E a E EEE E EE E E E 19 Main Menu Unified Online Filing cccccccccccccccccccccccssssesseececeeecaaassssseeeeeeeeeaaaassseseeees 19 PIO D1 i AAEE E E E E E A A E EA A ET 20 OJIN rR FOT erara e NE E N AOE NA 21 New Mexico Taxation and Revenue Department Welcome aoo OIL AND GAS TAX REPORTING AND FILING July 14 2013 Welcome This website will allow you to complete and submit your New Mexico Tax Returns online for the selected OGRID You must be granted access to file your tax returns by the application administrator You will access this application form the New Mexico Unified Online Filing Application The application navigation is divided into three categories the Return Option
6. ed by the State of New Mexico The PUN number must be entered for each line entry Suffix Enter the Lease number as assigned by the State of New Mexico The lease number must be entered for each line entry Product Code The is of the product reporting on use the drop down button Select the product code Affiliation Code Use the dropdown list to note of there is any affiliation with the processing company and your company Special Tax Rate Code This field is for selecting a special tax rate code If there are no active codes then the field is disabled Trans Code Use the drop down button Select the transaction code Volume BBL MCF Report oil and condensate to the nearest whole barrel Report Natural Gas to the nearest MCF metered at the wellhead at 15 025 PSIA at 60 degrees Fahrenheit for unprocessed gas For processed gas report to the nearest MCF for Residue Gas and the equivalent MCF of the reported Natural Gas liquids Gross Proceeds Enter to the nearest whole dollar the value actual price received for the products on an entitlement or take basis for the production unit property before deductions Transport Deductions Enter to the nearest whole dollar allowable transportation costs Processing Deductions Enter to the nearest whole dollar allowable processing costs Royalty Deductions Enter to the nearest whole dollar allowable royalty costs Tax Due The tax due amount will be calc
7. esentative New Mexico Taxation and Revenue Department Return Options e OIL AND GAS TAX REPORTING AND FILING July 14 2013 Edit Return This button shows when the return is not submitted and will allow you to edit the return Main Menu Unified Online Filing The main menu link at the bottom of the summary will take you back to the Unified Online Filing portal where you can select a different filing reporting function New Mexico Taxation and Revenue Department Return Options o OIL AND GAS TAX REPORTING AND FILING July 14 2013 Support The Support menu option will open the agency contact list for help completing your Tax Return a Welcome you are logged in as SenderId DN T Sf OGTAdmin Logout click here State of N New Plexies r Logout click here Oil and Natural Gas Administratign and Revenue Database lt gt apar j TES Unified Online Filing gt gt Oil and Gas ia Online an and Filing Return Options Important Filing Informaiton RPD Start Return All online filings for the current tax cycle must be submitted by midnight SU pport Support Unsubmitted returns left online after that time will be automatically deleted and discarded Please submit your return before that time ONGARD Portal Unified Online Filing All tax reports and associated payments are due by the 25th of each month Questions Concerns Maureen Pasquier 505 827 0806 maureen pasquier state nm_us
8. ets a Oil and Natural Gas Administratign and Revenue Database 2 a E Unified Online Filing gt gt Oil and Gas Taxes Online Reporting and Filing gy O E 7 Sales Return Start Web Return Filing for 495 HESS CORPORATION RPD Start Return Filing Activity please select x V Automatically add Leases from the last return Support an ONGARD Portal Unified Online Filing ee o Past 180 days of L a rina Tee rite erat sendera enteres Datel sintes Tax and Revenue L nnas arava Revere csv awenanava os1203 scent T moa Taxand Revenue CSV__ AMERADATO 0471672013 acceptea 101687 TaxandRevenue DCR _ FELIGIAS 0372072019 acceptea vien 101513 Taxand Revenue ocr oomp 03272013 deeted vew C oms Tacana Revenue csv AMERADATO oseon accepted T mos TaxandReverue ocr oomp orams aeietea view 0801 TaxandRevenue csv AMERADATO 02 12 2013 accepted 90024 TaxandRevenue csv AMERADATO 0171872013 accepted New Mexico Taxation and Revenue Department Return Options a OIL AND GAS TAX REPORTING AND FILING July 14 2013 Current Month Details Tab This is the default first page to each tax return and you may begin your return by filing tax reporting for the previously selected current month sales period Use the Add New Detail Line click here link to add a new detail line or click the update link next to the line to update an entry To remove a line c
9. ine entry Amendments are entered in the same manner as the current month s detail lines with the following exceptions Remitter may enter negative values and must enter the value in the Tax Due amount field and the Sales Period P BFS Oil and Gas Tax Online Filin X l Z nt E T Welcome you are logged in soe ooa State of New Mexico lt 2 Oil and Natural Gas Administr ation and Revenue Database x es 5 ie I Unified Online Filing gt gt Oil and Gas Taxes Online Reporting and Filing Return Options Manage Sales Return HESS CORPORATION 495 Sales Period May 2013 Start Web Return RPD Start Return Current Month Details Amendments to Prior Returns Notices Summary amp Submit TN 105065 sP Enter a New Amendment There are no Amendment Lines in this Retum Please enter amendments prior to the reporting period of May 2013 FAQ User Manual Amended lines tab with no lines currently entered New Mexico Taxation and Revenue Department Return Options D OIL AND GAS TAX REPORTING AND FILING July 14 2013 cx a http localhost 59660 ManageRetu O B gt Oil and Gas Tax Online Filin X Edit Return Amendment Line Manage Amended Detail Line Current Period May 2013 Sale Period Month Year 04 2013 MM YYYY PUN 1003485 PUN Suffix F Federal x 2110 Product Code 1 OIL BBLS Special Tax Rate Code no rates available Refresh Rates
10. ing Manage Sales Return HESS CORPORATION 495 Sales Period May 2013 Start Web Return RPD Start Return Current Month Details Amendments to Prior Returns Notices Summary amp Submit Oil and Gas Taxes Summary Tracking Number 105065 Submission Status Pending Date Submitted OGRID Number 495 Operator or Purchaser Operator Working Interest Owner z Final Sales Return You will never file with State of New Mexico again No H Save click here Unified Online Filing Reporting Month Oil and Gas Taxes 55 99 Amendments to Prior Filings 99 00 Assessments Paid Total Tax Due Total Credits Taken Total Overpayments Taken Total Credits and Overpayments Net Advance Payment Total Remittancece Type of Payment H Save click here FAQ User Manual Summary tab with all tax summary data pending user submission After clicking the submit button the application will ask you to verify the submission and verify your submission is accurate Read the disclaimer and click OK if you agree with the message By submitting this return I affirm that it has been examined by me and to the best of my knowledge and belief is true complete and in accordance with law and regulation Continue eT Cea Confirmation Dialog You will be directed to a new online summary screen This will summarize the return you cannot edit the return unless it is un submitted Ne
11. ions e OIL AND GAS TAX REPORTING AND FILING July 14 2013 STe x E ins tremens o gt otand corte onins 2B 63 OF 2 0 gt EA sign Comment New Mexico Taxation and Revenue Department P O Box 2308 Santa Fe NM 87504 2308 505 827 0812 OIL AND GAS TAXES SUMMARY REPORT 775 2013 For the reporting month of May 2013 Screenshot of the PDF report opened from the internet Adobe Acrobat is required to view reports Undo Submit The Undo Submit button will reverse submission as long as the return has not been uploaded by the ONGARD upload service center Users generally have 15 minutes before the file is uploaded uploads begin at 1 30 pm MST and continue in 15 minute intervals Are you sure you want to un submit this return Continue Undo submit confirmation dialog box New Mexico Taxation and Revenue Department Return Options ar OIL AND GAS TAX REPORTING AND FILING July 14 2013 e sS X GS http localhost 59 O B gt 412 Oil and Gas Tax Online Filin X Welcome you are logged in as SenderId OGTAdmin State of New Mexico ae Logout click here Oil and Natural Gas Administratign and Revenue Database lt gt a ee i r Unified Online Filing gt gt Oil and Gas iii Online Reporting and Filing Success The return has been un submitted You can edit the return or permanently delete it T Download the Report click here Return Options Start Web Retur
12. lick the delete link next to the line Add New Detail Line click here Click here to create and enter a new detail line Continue this process until all detail line entries are entered Edit Detail Data User has the option to change the detail line entry by clicking the Edit link located at the end of the entered line entry You will be directed back to the working box allowing you to make any required changes Delete Detail Data Click the Delete link to delete the entire line entry Welcome you are logged in as SenderId OGSJNG Logout click here r T g gt e gt 2 i State of New Mexico 72 Oil and Natural Gas Administration and Revenue Database k 2 m me St Unified Online Filing gt gt Oil and Gas Royalties Online Reporting and Filing Rerum options Manage Sales Return ONGARD TEST FILE 282395 Sales Period August 2011 Start Web Return RPD Start Return Current Month Amended Lines Notices I Advanced Payment Methods Summary Pi rd lines to OGRID 282395 for current reporting period of August 2011 Support lease enter detail lii P Add New Detail Line click here Support ONGARD Portal Unified Online Filing FAQ User Manual New Mexico Taxation and Revenue Department Return Options ae OIL AND GAS TAX REPORTING AND FILING July 14 2013 Detail Data Description Pun Enter the PUN number as assign
13. lin x Edit Existing Detail Line Manage Detail Line for the Current Month Sale Period 05 13 PUN 1003485 PUN Suffix F Federal 2110 Product Code 17 CARBON DIOXIDE GAS x Special Tax Rate Code no rates available x Affiliation Code 00 Non Affiliated Transaction Transaction Code 51 Regular Payment Volume BBL MCF Gross Proceeds Transportation Deduction Processing Deduction Royalty Deduction TAX DUE Welcome you are logged in as SenderId OGTAdmin Logout click here i ne State of N New lit ia Oil and Natural Gas Administration Mas Revenue e Database ee a 2 gt Unified Online Filing gt gt Oil and Gas iii Online Reporting and Filing Return Options Manage Sales Return HESS CORPORATION 495 Sales Period May 2013 Start Web Return RPD Start Retum Current Month Details Amendments to Prior Returns Notices Summary amp Submit sP Add New Detail Line click here So c TN 105065 Volume Gross Transportation Processing Royalty TAX BBL MCF Value Deduction Deductions Deduction DUE Unified Online Filing Screenshot showing the current sales period detail lines with one entry New Mexico Taxation and Revenue Department Return Options a OIL AND GAS TAX REPORTING AND FILING July 14 2013 Amendments to Prior Returns Tab Click the Enter a New Amendment link to enter a new amended l
14. n RPD Start Return New Mexico Taxation and Revenue Department Support P O Box 2308 Santa Fe NM 87504 2308 605 827 0812 Support OIL AND GAS TAX SUMMARY REPORT Unified Online Filing Tracking Number 105065 Submission Status UNSUBMITTED Submitted By OGTAdmin Date Submitted OGRID Number 495 Operator or Purchaser O Final Sales Return You will never file with State of New Mexico again No Reporting Month Oil and Gas Taxes Amendments to Prior Filings Assessments Paid Total Tax Due Total Credits Taken Total Overpayments Taken Total Credits and Overpayments Net Advance Payment Total Remittancece Type of Payment This Sta was submitted electronically by Service Center ONGARD ONGARD Service Center 505 827 5814 ongard_helpdesk state nm us Details Lines for the month of May 2013 Prod Tax Affi Volume Gross Transportation Processing Royalty Code Code Code BBL MCF Value Deduction Deductions Deduction Amendment Lines Prod Af Tax paenga Gross Transportation Processing Royalty Code Code Code aa Value Deduction Deductions Deduction Tax return has been un submitted it can be edited again Delete Return To delete a return it must be un submitted and then you will have a button on the bottom of the summary to delete the return You cannot delete a return that has been submitted and accepted by ONGARD use the contact page to speak with and agency repr
15. s Support and ONGARD Portal The navigation is located on the left hand side of the screen These options are available at any time while using the filing services The Tax Online Web Filing menu option is a link you can use to submit your current and amended tax data Remitters using this link generally file less than 40 lines of detail Remitters may also pay assessments as well as apply a credit invoice all within the same return New Mexico Taxation and Revenue Department Welcome 2o OIL AND GAS TAX REPORTING AND FILING July 14 2013 Unified Online Filing To access the Tax Online Filing application 1 Click Select OGRID from the left hand menu 2 Select the appropriate OGRID from the dropdown list 3 Select Tax Online Web Filing option from the list of activities 4 Click on the Go button you will be directed to the Tax Online Filing application CS e x hittps securedev o O B gt ONGARD Portal Select Me X i A ae Welcome Sender Id OGTAdmin a Logout click here State of New Teao r S E Oil and Natural Gas Administration and Revenue Database lt lt gt ap gt New Mexico Oil and Gas Unified a Filing Menu Options Welcome New Mexico Oil and Gas Unified Online Filing Select OGRID con Choose OGRID 5 HESS OORPORATON OO themes 195 HESS CORPORATION Select an Activity MEXSe ea Eat ite Tax Online Web Filing RPD Change Password Tax Sta
16. t Return Options C OIL AND GAS TAX REPORTING AND FILING July 14 2013 Notices Tab The table allows you to take a credit or pay an assessment You can add a Notice to the Return search for the notice by number The notice must be associated with your OGRID Notice Reporting To add a new notice search for the notice by the invoice number If you want to update or delete a notice use the Edit link or Delete link on the appropriate notice line in the details section Searching for a notice 1 Enter Invoice Number Notice Number either credit or assessment notice 2 Click Go The system will retrieve the notice detail information and It wills also prompt you with a save button Add or Update notice information Enter the amount paid or taken for the credit or assessment Use the Save button to add update the return To cancel click the Cancel button and nothing will be saved New Mexico Taxation and Revenue Department Return Options oa OIL AND GAS TAX REPORTING AND FILING July 14 2013 r x S hittp localhost 59660 ManageRetu O E gt S oil and Gas Tax Online Filin X x Welcome you are logged in as SenderId OGTAdmin P TN 2 Logout click here State of New Mexico lt 2 sS FE a y Oil and Natural Gas Administration anid Revenue Database AG Qe gt Unified Online Filing gt gt Oil and Gas Taxes Online Reporting and Filing 7 E sa yr c lt gt a
17. t your type of operator or purchaser Final Sales Return Using the drop down box select yes if this is your final return to the state of New Mexico No leave this default indicator as is for all other returns Net Advanced Payment Enter the amount of advanced payment you sent optional default is zero Payment Type Using this drop down button select your type of payment If you select Check then you are required to let us know if it is an In state or Out of State check You can save your progress on this tab by using the Save click here link which will save your changes but not submit the return for processing Or you can click the Submit button which will save your return and submit it for processing Save click here Link s Click on this message to save this return All updates are now saved and you are ready to submit your file Submit Return Click on this button to submit your tax return data New Mexico Taxation and Revenue Department Return Options ae OIL AND GAS TAX REPORTING AND FILING July 14 2013 scac ex http localhost 59660 ManageRetu O B gt amp Oil and Gas Tax Online Filin x tr ag Tt mal s gt Welcome you are logged in as SenderId OGTAdmin Logout click here State of New Mexico Q gt Oil and Natural Gas Administratign and Revenue Database 5 Unified Online Filing gt gt Oil and Gas Taxes Online Reporting and Fil
18. tus and History Manage Account Info New Mexico Taxation and Revenue Department Unified Online Filing a OIL AND GAS TAX REPORTING AND FILING July 14 2013 Return Options Use the Start Web Return or if you are a RPD user RPD Start Return to start a new Tax Web Return Select the appropriate OGRID and if a return is not currently submitted you can choose the filing activity and choose to include the auto add the PUNs from the last return The Past 180 of Filing Activity are displayed at the bottom of the page If the return has already been started select the option to the right of the desired return Your choices are dependent on the status of the return Update Delete View Only un submitted returns can be deleted Start Web Return 1 Using the drop down button select the current month s sales period If you are filing only amended return or filing for prior periods not shown on the filing activity listing select the most recent sales period as your current month 2 Check the automatically add Leases from the last return button to have a listing of all prior reporting Pun lease number inserted in the current month s reporting period screen report 3 Go Click the Go button to start filing 4 Note this screen will also allow you to view the most recent filing activity for this OGRID i N Welcome you are logged in as Senderld OGTAdmin B ap 2P Logout click here State of New
19. ulated by the system by after Clicking on the Save button Edit Update Current Reporting Period Data You are now ready to begin entering the tax reporting details in the working box which has now appeared on the screen You will notice the Sales Period is encoded as selected New Mexico Taxation and Revenue Department Return Options e OIL AND GAS TAX REPORTING AND FILING July 14 2013 in the beginning of this process If you selected to enter all prior detail lines you can edit a row and enter the deduction data Click the Save button to save this line of entry and calculate the tax amount due Use the Cancel button to cancel this line of entry X GS hitp Mocalhost59660 ManageRetu O A gt f S oil and Gas Tax Online Filin X New Return Detail Line Manage Detail Line for the Current Month Sale Period 5 2013 PUN PUN Suffix please select Product Code please select x Special Tax Rate Code no rates available Affiliation Code please select i Transaction Code please select Volume BBL MCF Gross Proceeds Transportation Deduction a Processing Deduction Royalty Deduction TAX DUE Screenshot of a new current sales period line entry New Mexico Taxation and Revenue Department Return Options cae OIL AND GAS TAX REPORTING AND FILING July 14 2013 0 C x S http Mlocalhost59660 ManageRetu A A gt i oil and Gas Tax Online Fi
20. w Mexico Taxation and Revenue Department Return Options a OIL AND GAS TAX REPORTING AND FILING July 14 2013 Completed Return Summary After clicking the Submit return button you will be directed to a complete return summary screen From this screen you can View the summary report Undo the return submission delete the un submitted return or return to the unified online filing application x Ae x http localhost 59660 O gt RI and Gas Tax Online Filin X Aw w Welcome you are logged in as SenderId OGTAdmin Logout click here le State of New eoa i Oil and Natural Gas Administratign and T Revenue Da om Unified Online Filing gt gt Oil and Gas Taxes Kane ian and Filing SUCCESS The Tax Retum has been submitted Download the Report click here New Mexico Taxation and Revenue Department oe P O Box 2308 Santa Fe NM 87504 2308 505 827 0312 Support OIL AND GAS TAX SUMMARY REPORT Unified Online Filing Submission Status SUBMITTED Submitted By OGTAdmin Date Submitted 7 15 2013 OGRID Number 435 Operator or Purchaser O Final Sales Return You will never file with State of New Mexico again No No notices have been associated with this Refuwn Return History EVENT DATE EVENT 7 5 2013 1 27 23 PM Ratum submited by Service Center ONGARD ONGARD Service Center 7 15 2013 10 48 52 AM OGT Amended Line updated by Service Centar ONGARD ONGARD
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