Carbon Levy – Exemption Listing Report Help
Exemption
Listing Report
The
Exemption Listing Report will not show the legal name at this time due to
privacy considerations. The report can be
searched by exemption number using the ‘Ctrl F’ function. Once you have found the correct exemption
number, you can confirm the fuel type(s) they are eligible to acquire exempt of
the carbon levy.
To view this
report, select Exemption Listing
from the menu on the left side of the screen.
Choose the
type of report you want to view. You
will see both the Transportation and Other Fuels Exemption List and the Natural
Gas Exemption List if you are approved for both Natural Gas and at least one
other type of fuel.
If you are
approved as a direct remitter only for Natural Gas, or only for one or more fuel
types other than Natural Gas, you will not need to select the Exemption Listing
Type. Instead, you will see the following screen:
Generate the Exemption Listing Report - Excel
1) Select “Generate Excel”
2) Click on “Open” if asked “Do you want to open or save…”
3) Click on “Yes” if asked “The file you are trying to open, ‘download.xls’, is in a different format…”
4) Save, format, sort and filter the data in order to verify your customers’ eligibility.
5) Ensure that each specific fuel type has an “Active” status and the Fuel Type Effective Date is on or before the sale date. The fuel type is not exempt from the carbon levy if there is an “Inactive” status and your sale date is before the Fuel Type Effective Date or after the Fuel Type Inactive Date.
Generate the Exemption Listing Report – PDF
1) Select “Generate PDF”
2) The report will open in a new browser window.
The As Of: Date is the date the report was run on.
3) To find a specific exemption number, key Ctrl F to use the Find function in the PDF document.
Enter the exemption number as it appears on the Exemption Certificate provided by your customer.
4) Ensure that each specific fuel type has an “Active” status and the Fuel Type Active Date is on or before the sale date. The fuel type is not exempt from the carbon levy if there is an “Inactive” status and your sale date is before the Fuel Type Active Date or after the Fuel Type Inactive Date.