EPR Packaging Reporting, Built for Small Wineries
Get the state-by-state packaging totals your EPR reports ask for. Choose the Streamlined Workbook for a simple setup, or the full Course + Workbook for multiple packaging formats and states.
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Why you need this
The EPR Program in California now requires wineries to report the packaging used on the wine they sold into the state, and other states have EPR Programs with their own rules. For most small, family wineries, this is a brand-new report, with deadlines and penalties to match.
The report isn't about the wine. It's about the closures, capsules, labels, cases and shipping supplies that went out with it, and how much of each went into each state. Most wineries don't keep that information anywhere today.
Not sure whether your winery has to report? Start with our EPR for Wineries overview, or find out whether you qualify for the Small Producer Exemption.
Why EPR reporting feels complicated
The rules are new, and the report asks for information most wineries have never tracked.
The regulations are full of unfamiliar terms, acronyms, confusing reports and requirements.
Packaging materials need details only your vendors can provide.
Each wine uses several packaging materials: container, closure, capsule, label, and box.
Sales by SKU from Distribution and DTC have to be matched to the states where the wine was shipped.
That's a lot to pull together when you're also running a winery. And it has to be done again every year, in every EPR state where your wine is shipped, with more states adding EPR Programs.
What the workbook helps you do
A clear, step-by-step process for turning your sales and packaging information into state-by-state totals.
Understand the rules and terms in plain English, with references to the regulations.
Organize the packaging details you need from your vendors.
List each wine's packaging materials and weights in one place.
Know which sales reports to pull, then let built-in formulas summarize sales by state and flag missing information.
Calculate a summary of your packaging totals by state, ready to enter in the CAA portal. Have complex packaging, or prefer to have the math done for you? Our EPR Analysis Service calculates it (sold separately).
See What EPR Reporting Really Asks For
The CAA's report asks for total packaging weights by material, in pounds, for every state. See what that looks like, where the numbers come from, and the finished summary of packaging totals you'll enter into it.
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Get Started with
EPR Reporting for Wineries
Both versions include immediate access, so you can start right away.
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EPR for Wineries – Streamlined Workbook
Best For:
Small wineries that use the same packaging for every wine and ship to only one EPR state.
Includes:
Streamlined EPR Workbook
Example workbook, filled in for a sample winery
Video lesson with step-by-step instructions
Standard Operating Procedure (SOP)
If your packaging becomes more complex or you start shipping to more EPR states, you can upgrade to the Course + Workbook for a reduced fee.
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EPR for Wineries – Course + Workbook
Best For:
Wineries with several packaging formats, or sales into more than one EPR state.
Includes:
Full EPR Workbook with built-in formulas
Example workbook, filled in for a sample winery
Video course with step-by-step lessons
EPR for Wineries Guide
Checklist
Two-page SOP Summary
Have complex packaging, or prefer to have the math done for you? Add the EPR Analysis Service (sold separately).
EPR Analysis Service
Have complex packaging, or prefer to have the math done for you? Send us your completed EPR Workbook, and we'll calculate your totals. You'll receive:
A Preliminary Report showing material weight by state and Material ID
A supplemental report calculating the plastic portion of applicable materials and the number of plastic components
A summary of all the packaging materials by individual type
Guidelines for entering the totals in each state’s report
You submit the reports yourself. We don't file for you.
The EPR Analysis Service is sold separately from the workbooks. Fees apply each reporting year and depend on the number of SKUs and EPR states.
Ready to gather your packaging information?
Your first step is emailing your vendors. Get our free vendor email templates, plus updates when the EPR for Wineries – Course + Workbook launches.