Mass declaring wines for TTB Reporting

The new Wine declaration consoles helps mange declaring fermented wines.
It is intended for declaring multiple undeclared wines, all at once, from the one location, as it’s not always necessary to declare a wine once it’s completed its fermentation.

Wine Declaration Console first look
The console can be found under Consoles>Declare Wine.


Skip declaring fermented wines

Declaring a wine can be skipped by ignoring the tax change prompt once the wine has finished its fermentation. For more information on stopping ferments read up on managing ferments.


There is also a system setting option to always skip the tax prompt, when triggered by the ferment completing. This will leave your wines undeclared so that you can declare them on a later date.

The setting is found under Winery Setup>Work-flow>Defaults>ProductionSkipDeclarationSetting

Using the Wine Declaration Console

  • Search for undeclared wines
  • Select a declaration date
  • Provide a Tax class for each of the wines to be declared
  • Declare!

Yes, it’s that simple! However, we will cover each of the points in further detail.

Searching for wines

Use the filter at the top of the console to search for your undeclared wines. There are two different searches you can use to find your wines; ‘Search’ and ‘From Product Search’

Clicking ‘Search’ will find your wines to add to the console. Use the Vintage, Owner, Colo(u)r and Program filter as filters to search for specific wines.
To make things even easier, the filter already only looks for wines that are:

From Product Search
Alternatively, load the wines by using the Product Search. Keep in mind that the console is intended for wines that are fermented and undeclared. Though don’t worry, warnings will show up in the console if you select inappropriate wines using the product search.

A warning icon will show up for each of the inappropriate wines. In the example provided, two of the wines weren’t fermented and one of them was also a must.

Warnings will appear when the wine:
Is not fermented
Is still must
Has already been declared.

Despite being possible, we do not recommend declaring the inappropriate wines.

Select a declaration date

This will be the date used as the wine’s declared date. To declare wines with different dates you will need to group your wines with different searches.

Provide a Tax Class for each of the wines to be declared

If the wine has metric readings, which satisfies a metric threshold policy, then the matching Tax class will be selected for that wine.


Otherwise, you’ll need to manually select a Tax Class for the wine in order to declare it.

Metric threshold policies can be set up under Winery Setup>Policy>Metric Threshold


Wines can be declared individually (‘Declare’)  or mass declared (‘Declare all’)

Declaring an individual wine
Make sure the declare date and Tax class is set then click on ‘Declare’ for that wine
On successfully completing the declaration the status will be changed to ‘Complete’.

Mass declaring wine

This will declare each of the wines in the list (which are not completed already). Check that each of the wines have their tax class set and that you are satisfied  with the declare date and any warnings.

First off, we can remove those wine entries with warnings, which we do not recommend to be declared, by clicking on ‘Remove entries with warnings’.

Then, when you are satisfied with the wine entries, click on ‘Declare all’. A final confirmation will show up before declaring the wines.

If everything went smoothly then all of your selected wines will be declared. However if an error occurred half way through the declaration you can choose to ‘skip’ the wine entry causing the problem. Then ‘Declare all’ again, to run through the list from where it stopped.
An example of an error: The selected declaration date is before one of the wines existed.


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