Chapter 2: Monthly returns

Awaiting Return

A blank return has been created by the system and requires completion.
Either the data entry user or verifier can Submit Return.

Verification Required

A return has been submitted but needs to be verified before it can be used to calculate the levy.

• Data entry users can Update the return until it is verified.
• Verifiers can Update and Verify the return.

Verified

A return has been verified and will be used to calculate the levy.

• Data entry users can View the return.
• Verifiers can Update the return until the levy is calculated and an invoice generated.

Levy Calculated

The levy has been calculated, and an invoice generated for the return.

• Data entry users can View the return.
• Verifiers can Amend the return.

Rejected

The return is outside tolerance levels and has been rejected in favour of an estimated return. Either the data entry user or verifier can View the return.

Verified Amendment

The levy was previously calculated using a monthly return, and a verifier has amended that return.

• Data entry users can View the return.
• Verifiers can Update the return until the levy is re-calculated.

Estimate Information

No return has been verified by the due date, or the return was rejected, and an estimate has been generated as an additional line in the Return Summary screen.
The estimate is based on the return history or capacity of the facility. The levy collector may choose to cancel the Estimate Information, and revert to the Return record to calculate the levy.
Either the data entry user or verifier can View the estimate or, for the actual return line for the month, Submit Return. Any return submitted will be taken into account when the Initial Estimate is generated.

Facility Information

The facility has verified the return after the due date, which has updated either the Estimate Information or the Initial Estimate.
This information is taken into account when the Initial Estimate and/or Final Estimate is generated.

Initial Estimate

The levy collector has approved the Estimate Information as an Initial Estimate, and an email has been sent to the disposal facility.
Either the data entry user or verifier can View the estimate or, for the actual return line for the month, Submit Return.
Any return submitted will be taken into account when the Final Estimate is generated.

Final Estimate

The levy collector has approved the Final Estimate, overwriting the Initial Estimate.
Either the data entry user or verifier can View the estimate or, for the actual return line for the month, Submit Return.
Any return submitted once the Final Estimate has been generated will have no effect on the levy payment required.

Click the Submit Return link in the Action column for the relevant month.

Result: The Return submission screen displays.

Note: If an extension of storage time has been granted for that month, a third column ‘Diverted tonnage (older than 6 months)’ displays.

If there was no activity at your facility during the month, click the check box above the ‘ Diverted tonnage’ heading. Otherwise, enter the metric tonnes for each waste source you are reporting on.

Notes:

• Entering the data into the waste source categories is voluntary. You can type the total gross tonnage in the “Unspecified” field.
• The system calculates the sum of the amounts in the Total fields.

Click the Next button.

Result: The Return submission – Summary information screen displays the net tonnage and levy due.

If the return activity is significantly less than the normal amount of activity, a text box displays at the bottom of the page. Type an explanation of the unusual activity in here.

Check that the totals are correct, and then click the Submit button.

Result: The Return submission – Cover Material screen displays.

Note: If the entries are incorrect, click the Previous button and amend them.

Completing the details on the Cover Material screen is voluntary. All waste (including waste that is used as cover) is liable for the Waste Disposal Levy and should also be included as gross tonnage in your return.

If entering data in either of the Other fields, in the Description of Other cover material field, type the material type and quantity sourced (tonnes).

Note: Should you decide not to report on cover material, leave the fields blank.

Click the Submit button.

Result: You are taken back to the Return Summary screen and the return status has changed to Verification Required.

• Data entry users can Update the return (and cover material) until it is verified.
• Verifiers can Update and Verify the return (and cover material).

Click the Update link in the Action column for the relevant month (where the status is Verification Required).

Result: The Return submission screen displays showing the original data entered.

Check that the entries are correct, and update if required. Click the Next button.

Result: The Return submission – Summary information screen displays.

If the return activity was significantly less than normal, a text box displays the explanation entered by the data entry user (see above).

Update the explanation of the unusual activity if required.

Note: We may contact you for further clarification.

Click the Verified check box, and then click the Submit button.

Result: The Return submission – Cover Material screen displays (see Submit a return for an example).

If any cover material data has been entered, check that the entries are correct, and update if required.

All waste (including waste that is used as cover) is liable for the Waste Disposal Levy and should also be included as gross tonnage in your return.

Click the Submit button.

Result: You are taken back to the Return Summary screen and the status has changed to Verified. You can update the return until the levy is calculated.

Click the Amend link in the Action column for the relevant month.

Result: The Return amendment submission screen displays the information entered on the original return.

Make the adjustments required for each material, and then click the Next button.

Result: The Return amendment submission – Summary information screen displays.

If the change results in a:

• credit, the amount will display in brackets and in red (as above)
• debit, the amount will display in bold.

If the return activity is significantly less than normal activity, a second text box displays below the Reason for amendment field.

Add or update the explanation of the unusual activity, if required.

Note: We may contact you for further clarification.

Click the Submit button.

Result: The Return amendment submission – Cover Material screen displays (see Submit a return for an example).

If any cover material data has been entered, check that the entries are correct, and update if required.

Note: Cover material that is liable for the levy must be included as ‘gross tonnage’ in your return.

Click the Submit button.

Result: You are taken back to the Return Summary screen and the status changes to Verified Amendment. You can update the amended return until the levy is calculated.

Click the Charges and Payments link in the content menu.

Result: The Charges And Payments screen displays.

Select the relevant month in the Select statement to download drop-down list.

Result: A Save As dialogue box displays.

Select the location you want to save the file to, and click Save.

Result: The statement is saved to your computer.

Note: Repeat from step 3 for any other statements you want to download.