Solera

The Solera Library · Operations

Winery operations and compliance guides

Federal compliance from permit application through excise returns and recordkeeping, the operational side covering harvest, cost of goods sold, bulk inventory and barrel programs, and a neutral look at evaluating software. Part of the Solera Library.

Federal compliance

3 guides
Getting started How to Get a TTB Winery Permit Bonded winery versus bonded wine cellar, the PATH Act bond exemption at $50,000, what the application package contains, and why the premises boundary is a tax line. Permits and bonding Tax The Wine Excise Tax Return, Explained Rates by tax class, the three filing frequencies and their thresholds, due dates, and how the CBMA credit applies. Form 5000.24 Recordkeeping What Records a Bonded Winery Has to Keep The required record set, three year retention and its extension, source records, and the most commonly cited audit finding. 27 CFR Part 24

Form specific walkthroughs and country specific filing guides are collected in the library, including line by line instructions for TTB Form 5120.17, the CBMA credit, California requirements, and French wine declarations.

Operations and cost

4 guides
Harvest The Winery Harvest Readiness Checklist The six to eight week runway, tank space collisions, dry goods that scale with tonnage, lab throughput, safety obligations, and pick sequencing. Operations Cost Winery COGS: How to Cost a Gallon and a Case The three inventory pools, the multi-vintage lag, cost per gallon and per case, overhead drivers, and blend cost propagation. Accounting Cellar Bulk Wine Inventory: Tracking Gallons in Bond What every transfer needs recorded, loss categories, tax class travelling with the lot, and reconciling on the reporting cycle. Operations Cellar Barrel Management and Topping Topping intervals against measured loss, tracked topping wine, per barrel records, fill number economics, and barrel cost per case. Operations

Choosing software

2 guides
Buying How to Choose Winery Management Software The four product categories, how pricing accumulates beyond the subscription, the capabilities that decide fit, and demo questions worth asking. Neutral buyer's guide Buying Moving a Winery Off Spreadsheets Why spreadsheets are legal but weak evidence, what breaks first, when the crossover arrives, and how to sequence a migration. Migration

More in the library

These operational guides are one section of the Solera Library, alongside form by form filing walkthroughs, country compliance guides, and printed reference tables.

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These guides are for informational purposes only and are not legal, tax, or compliance advice. Verify all requirements with the relevant regulatory agency.