How to allocate tax credits

Overview

The Report Allocation page is the step before creating an FTC report. It shows all fuel transactions matched to assets and lets you confirm or adjust each asset's business fuel use category and calculation method before generating the report.

Prerequisites

  • You are logged in to Nuonic.
  • Fuel records have been uploaded and matched to assets.

Steps

  1. In the left sidebar, select Tax Credits, then GPS Apportionment.
  2. Select Report Allocation (or navigate directly from the GPS Apportionment summary).
  3. Set the Date range for the report period.
  4. Review the table — each row shows an asset with its Business fuel use category, Calculation method, and current Status.
  5. Adjust the Business fuel use or Calculation method for any asset as needed.
  6. Once all assets show Complete, select Create FTC Report.

Screenshots

The Report Allocation page lists each asset with its business fuel use and calculation method. Assets showing Complete status are ready for the FTC report.

Report Allocation page showing assets with business fuel use, calculation method, status, and Create FTC Report button

Troubleshooting

  • If an asset's status is not Complete, check that a business fuel use category and calculation method are selected.
  • If no assets appear, confirm fuel records have been uploaded and matched to assets for the selected period.

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