DIRECT TO RETAIL (DTR) /

WINE SELF DISTRIBUTOR (WSD)

 

   

   

 

 

please read!  New 12/07/2023

Starting with your January 2024 filings (due on February 20, 2024), existing WSD license holders will have a DTR (Direct to Retailer) license automatically added in OPTO.  You will use this new DTR license type and PT number to file in OPTO.  Most of the filing has not changed, however one key item OLCC wants to draw your attention to is that the retailer you are shipping to must be set up in OPTO.  You will find a retailer’s PT number(s) by going to the website:  https://us.sicpa.com/olcc-training-resources/alcohol/general.  

 

Create a User-ID

 

01 Create a user-id

Check out this page to learn how to create a User-ID. Last updated 07.25.2022.

 

Create an Account

 

02 Creating an account

Check out this page to learn how to create an account. Last updated 07.25.2022.

 

DTR Associate a License  

03 Associating a license

Check out this PDF for help associating your license in OPTO.
Last updated 12.07.2023.

 

DTR Create Returns, Invoice, Payment  

04 Create returns - invoice - payment

Check out this PDF to learn how to create returns and locate and pay invoices. Last updated 12.07.2023.
video-player

 

 

Video!  Creating returns and paying

The video will explain how to create web returns and also how to make a payment in the OPTO system.  Last updated 2.15.2024

 

WSD Excel Template

 

wsd excel template

Last updated 12.03.2023. 

DTR Excel Template

 

DTR excel template

 

CONTACT US

For questions regarding how to navigate within the system or functional questions about the system:  The preferred and fastest method is to email setssupport@sicpa.com.   You may also contact our SICPA helpdesk by calling 1 (800) 313- 2790.  If you do not reach someone, please leave a message and we will return calls in the order that they were received.  

 If you have general tax/reporting questions please email them to:   OLCC.PrivilegeTaxOnline@oregon.gov

We ask that you please allow 24 hours for your email inquiry to be responded to. Please be aware we are experiencing a high volume of emails at this time and will respond to emails in the order in which they are received.