Account Paid YTD Report

Last Revised:  January 8, 2014

When to use:  

As desired

What it displays:

This report display, for each account, the dealer number, account number, certified owner, annual declaration amount, and total amount paid for the specified year. This report can also be run for accounts for which no payments have been made. Totals are not provided.

User Entitlements

The following user entitlements are available on the Batch Menu. They are part of the Run SI Batch Processes task, which is part of the SI Batch Menu job. See Tasks, Entitlements, and Jobs for more information. Individual reports and processes must be assigned to each user.

SI_BATCHMENU: access the batch menu

SI_BATCHREQUEST: access the Batch Request screen

SI_FILE_UPLOAD: access and use the File Upload button

To generate this report, do the following:

  1. From the Main Menu, click Batch Menu.  The SIT Batch Menu will appear.
  2. Click the Account Paid YTD Report line, batch menu no. 12233.  You may need to scroll down to see this.
  3. Press Enter.  The parameter screen for this report will appear.
  4. Enter your tax office's ACT 7 Client ID.
  5. In the Tax Year field, enter the year of the data wanted.
  6. In the  Accounts with No Payments Only field, enter Y to select only the accounts with no payments or leave the default of N to include all accounts.
  7. Click Submit Job.
  8. Click OK on the "OK to Submit Job" pop-up screen.
  9. To preview and print your report, see Previewing and Printing Reports.