Mini-course for winery managers

Mini Course: CRV for the Wine Industry UPDATE

CRV for the Wine Industry Mini Course is for the Reluctant Bookkeeper (aka The Owner), Office Manager, or anyone tasked with filing the CRV and Processing Fee returns.

This course is for anyone who

  • has a CA ABC 02 license, because you are both a Distributor and a Manufacturer

  • stresses when filing a government return

  • and wants a procedure that is easy to follow

This course provides tools, support, and guidance so you can file the returns easily and accurately.

**Updated January 2026 to reflect changes after CalRecycle launched the winery program.

Instructor: Jeanette Tan | Modules: 1 | Class length: 1 h | Lifetime Access | Student only forum

The mini course CRV for the Wine Industry:

  • Easy-to-follow step-by-step videos so you can pull the details from QuickBooks and report the right information.

  • A simple SOP (Standard Operating Procedure) with screenshots & checklist so you know the right process to follow.

  • A private Q&A Forum so you can post your specific questions and get detailed answers from our team.

Course takeaways:

  • Which skus are subject to the CRV and which ones are subject to the Processing Fee (hint: it’s not the same list)

  • Tips to set up QuickBooks so that these reports are accurate and easy to run.

  • CRV for the Wine Industry UPDATE

    Learn an easy-to-follow procedure so you can file your CRV and Processing Fee returns.

    Includes

    Live webinars Jan 22nd & recording

    SOP & Useful links

    Member Forum for questions

    Forever access

    $197 | Take the course

Meet your instructor Jeanette Tan

Jeanette Tan was an Adjunct faculty member with the Sonoma State Wine Business Institute. She has over 10 years in the Wine industry and is an Advanced Certified QuickBooks ProAdvisors. More importantly, she has experience being a small business owner and understands the challenges that small winery managers face.

FAQs

  • First of all, eCommerce programs do not follow standard accounting rules, which means that you cannont confirm that the numbers are accurate. Second, not all of your sales are recorded in the eCommerce program.

  • ShipCompliant has not created a CRV module. If they were able to do this, there are too many details that need to be considered. QuickBooks can easily identify the different all the different types of sales that you need to accurately report the returns.

  • Yes! You can use our template to organize your sales and sample details.