Client Preferences
Last Revised: December 20, 2022
Currently the SIT system includes the client preferences shown in the table below
User Entitlements
The following user entitlement is used on this screen. It is part of the Manage SI System Config task, which are part of the SI Client Admin jobs. See Tasks, Entitlements, and Jobs for more information.
SI_ACTVITCODE : View and change SIT client preferences
SI_SECURITY_MAINTENANCE: Use the Maintenance screen (depending on user entitlements for the individual options)
| Client Preference | Description | Definition |
|---|---|---|
| ACTVIT02_ADDITIONAL_PENALTY_MSG | Tax office verbiage | Enter the wording for additional penalty assessed on the late penalty letter. |
| ACTVIT02_CLOSING_S1 | Tax office verbiage | Enter a closing statement for the late penalty letter. |
| ACTVIT02_PRINT_ENVELOPE_WORDS | Balance Due letters print 'Please submit your payment in the enclosed envelope'. | Set to Y to print the indicated sentence on balance due letter. Set to N to omit it. Default is Y. |
| ANNUAL_DECLARATION_YEAR | Annual declaration year | (SIT Portal) Enter 0 to create a yearly sales record for the year closed on the portal. Enter 1 to create the record for the year + 1. |
| APPRAISAL_DISTRICT_NAME, APPR_DIST_ADDRESS1, APPR_DIST_CITY, APPR_DIST_STATE, APPR_DIST_ZIP | Appraisal district name and address | Enter the appraisal district name and office address. These will be used on the SIT Portal |
| APPR_DIST_PHONE_SIT | Appraisal district phone number | Enter the appraisal district phone number (used in SIT Portal) |
| ATTYFEE | Attorney fee percent | Enter the percentage to be charged for attorney fees. |
| AUTHORIZE_VOID | authorize voids | Set to Y to have an authorization window appear after clicking the Void button. A username and password or an authorization code must be entered before the user can void a payment. This user name will be the operator ID for the voided transaction. Set AUTHORIZE_VOID to N (the default) to avoid having this popup appear. |
| BALANCE_DUE_NAME | Signature name on Balance Due letter | Enter the name of the person to sign the Balance Due letter. |
| BALANCE_DUE_TITLE | Title under signature on Balance Due letter | Enter the title of the person entered in BALANCE_DUE_NAME. |
| CC_FEE | Credit card fee percent | Enter the convenience fee percentage to be charged for credit card processing |
| CC_JURIS | Credit card fee jurisdiction | Enter the tax unit to use for credit card fees; this should be a 9000 series number. |
| CERT_FEE | The certificate fee amount | Enter the amount to charge for a tax certificate. |
| CK_CHANGE | Allow change due on a check remittance | Set to Y to allow change to be given on a payment made by check. Set to N to not allow change on payments made by check. |
| COLLECTOR | Name of tax collector | Enter the tax collector's name |
| COLLECTOR_CREDENTIALS | Credentials to follow the tax collector's name, for ex. RTA or CTA | Enter the credentials. |
| COLLECTOR_TITLE | Title for the tax collector | Enter the tax collector's title |
| COUNTY_GF | Jurisdiction Number | Enter the jurisdiction number of the County General Fund. |
| COUNTY_TAX_OFFICE | Name of the county (Dallas County only) | Enter the name of the county |
| CPA | Name and credentials | Enter the tax collector's name and credentials (for ex., R.T.A.) (also uses the description column data for the job title). |
| CSV_FILE_FORMAT_FOR_SIT_PORTAL | File format for importing heavy equipment data to the SIT Portal | 1 - existing format, 2 - add header and change field positions (Harris County) |
| CURR_YEAR | Four digit year | Enter the current SIT tax year. |
| DECLARATION_LETTER_DATE | Month and date EX: MARCH 1ST | Enter the date to use in the SIT Declaration Letter. |
| DEL_MON_PHONE | Phone for Delinquent Monthly letters | Enter the phone to use for Delinquent Monthly letters. |
| DEPOSIT_AUTO_NAME | Auto-generate deposit numbers | Set to Y to auto-generate deposit numbers or N to allow manual entry of deposit numbers. |
| FEES_FIRST | Pay fees first when applying a payment | Set to Y to pay any fees on the account first. Set to N to pay fees last. |
| HIDE_YTD_BAL_ON_RECEIPT | Hide the YTD balance on the receipt | Set to Y to not show the YTD balance on a receipt. Set to N to show the YTD balance on a receipt. |
| HP_IP | IP address | Contact ACT. |
| IMAGE_ERROR_EMAIL: | Email address | Enter an email address for sending information about errors in the document automated storage process. |
| INCLUDE_ESCROW_WITH_DISBURSEMENT | Include escrow with levy during disbursement | Set to Y to include the escrow with the levy during disbursement. Set to N to disburse escrow separately. |
| JUR_ADDRESS1, JUR_ADDRESS2,JUR_ADDRESS3, JUR_ADDRESS4 | Jurisdiction address (JUR_ADDRESS2, JUR_ADDRESS3, and JUR_ADDRESS4 are for Dallas County only) | Enter the jurisdiction's street address. |
| JUR_FAX | Fax number for SIT jurisdiction | Enter a fax number for the jurisdiction |
| JUR_PHONE | Primary phone number | Enter a phone number for the jurisdiction. |
| JUR_PHONE1 | Secondary phone number | Enter a secondary phone number for the jurisdiction. |
| JUR_EMAIL, JUR_EMAIL_ADDRESS | E-mail address (JUR_EMAIL_ADDRESS is for Dallas County only) | Enter an e-mail address for the jurisdiction. |
| JUR_WEBSITE | URL for the tax office web site (Dallas County only) | Enter a URL for the tax office web site |
| JURIS_DISBURSE | Jurisdiction number | [unknown] |
| JURIS_REFUND | Jurisdiction number | Enter the tax unit to be used for refunds. |
| LATE_PEN_NOTICE_TEXT_LAST_LINE | Text for Late Penalty Notice | Enter the text for the last paragraph of the Late Penalty Notice, batch menu no. 12303. |
| LOAD_PATH | Contact ACT | Contact ACT |
| MICR | Use the micr line and check numbering | Set to Y to use a micr line and check numbering. Enter N if a micr line and check numbering is not to be used. |
| MIN_BALANCE_LETTER | Minimum balance due amunt | Enter the minimum amount due for the Balance Due Letter to print. |
| MISSING_SALES_CONTACT | Information for Missing Sales Letter | Enter information to include on Missing Sales Letter, batch menu no. 12307. |
| MONTHLY_MGR_REPORT_PENALTY_COL | Column heading for Manager's Monthly Report, batch menu no. 12214 | Enter the label desired for the column between Penalty and NSF on BMI 12214. The default setting is Fines (default). |
| MSDD_PENALTY | Daily penalty amount | Enter the daily penalty amount for dealers who fail to report monthly sales. |
| MSMM_FINE | Monthly penalty amount | Enter the monthly fine amount for dealers who fail to report monthly sales |
| NACHA_PROCESSING | Nacha file creation | Set to N (default) if your tax office does not need NACHA files for eCheck payments made on the portal. Set to Y to be able to create these files. |
| NACHA_REQUIRE_POSTING | Nacha file posting | If NACHA_PROCESSING is set to Y and this preference is set to N (the default), you can FTP the Nacha file but cannot post it on the EPay screens. If this preference is set to Y, you can post this file on these screens. If NACHA_PROCESSING and NACHA_REQUIRE_POSTING are both set to N, you can post the payments but not FTP the sile. |
| NAME | Client Name | Enter your tax office's name |
| NSF_AMOUNT | NSF amount | Enter the amount to charge for checks returned due to insufficient funds. |
| OPAY_TOLER | Tolerance amount | Enter the amount to be used for overpayments within tolerance. |
| ORIGINAL_RECEIPT_FORMAT | Which version of ACTVIT01 to print | If SIT_RECEIPT_NAME is set to ACTVIT01, set this to FORMAT1 (default) or FORMAT2 (Harris County only) |
| OVER_AMT |
[unknown] |
|
| OVERAGE_CURRENT_YEA | This is used to determine which year’s tax rates will be used when allocating funds. | Set to Y to use the the current tax year in the Tax Collection System or set to N to use the prior year (the year whose rates have been used in SIT for the past 12 months). This is important when determining overage and spreading that overage across tax units. |
| OVERPAY | Overpayment jurisdiction | Enter the tax unit to be used for overpayment. |
| PARENTUNIT | [unknown] | |
| PAYMENT_PENALTY_OVERRIDE | Penalty percentage radio buttons | Set to Y to show radio buttons on Payment screen for 5% or 10% penalty. Set to N (the default) to hide these buttons. |
| PREFIX_VAL_FOR_SIT_PORT_TRANS | SIT portal payment sequence prefix | Leave blank to use system-generated sequence numbers for SIT portal payments or enter any desired prefix you want to append to these numbers. |
| PRIM_JURIS | Jurisdiction Number | Enter the tax unit to use as the primary jurisdiction. This may be '0' in SIT |
| PRINT_JUR_EMAIL | Jurisdiction e-mail address on receipts | Set to Y to print the jurisdiction e-mail address on receipts and certain letters. Set to N (the default) to avoid printing this. |
| PRINT_MASK | Set mask for printing. |
Set mask for printing (where hyphens are placed in the dealer or appraisal district numbers). Contact ACT for assistance. |
| RECEIPT_SHOW_BALANCE_DUE | Show total paid and due for entire month | Set to Y to show balance due on receipts; set to N to omit this amount. |
| RECEIPT_MODE | [unknown] | |
| RESERVE | Jurisdiction Number | [unknown] |
| RETURNADDR_NAME,RETURNADDR_POBOX, RETURNADDR_STREET1, RETURNADDR_STREET2, RETURNADDR_STREET3, RETURNADDR_CITY, RETURNADDR_STATE, RETURNADDR_ZIP, RETURNADDR_PHONE | Return address information for letters and SOT+CPD | Enter the desired return address for letters and notices. RETURNADDR_STREET1 and RETURNADDR_STREET2 are used only in Harris County's UPTV rate letters. If expired, the information from the Tax Unit Maintenance screen for the PRIM_JURIS is used. |
| RPT_RUN_FROM_DAILY_ESC_BUTTON. | Report generated from Print Daily Escrow Report button. | Controls which report is printed when clicking the Print Daily Escrow Report button on the Deposit Control screen. Set to 12204 (the default) to run the SIT Dealer Report or set to 12212 to print the Daily Payment Report. |
| SHOW_CAD_NO_IN_SIT_PORTAL | Show CAD number in the SIT Portal | Enter Y to show the CAD number in the portal or N(default) to not show it. |
| SHOW_FILE_UPLOAD_IN_SIT_PORTAL | Show File Upload button in the SIT Portal | Enter Y to show the File Upload button in the portal or N(default) to not show it. |
| SHOW_GDN_FOR_HEAVY_DEALERS_SIT | Insert account number in GDN field on monthly and heavy equipment forms on SIT portal. | Enter Y to insert the account number in the GDN field on monthly and heavy equipment forms on the SIT portal. Enter N (default) to no do this. |
| SHOW_GDN_FOR_MFG_H_DEALERS_SIT | Insert account number in Retailer License field on monthly and annual manufactured housing forms on SIT portal | Enter Y to insert the account number in the Retailer License field on the monthly and annual manufactured housing forms on the SIT portal. Enter N (default) to no do this. |
| SHOW_PAY_ALERT_MIN_BAL_AMT | Warning message about amount due | Set to the minimum amount desired (default is 1000, or $1000) to show a message about a remaining total balance. |
| SHOW_PAY_ALERT_MIN_ESCROW_AMT | Warning message about escrow overage | Set to the minimum amount desired (default is 1000, or $1000) to show a message about a remaining escrow overage (refund) balance. |
| SIT_DELQ_NOTICE_CLOSING | Words for closing of letter | Enter the word(s) you want to use as the closing of the letter. The default is 'Sincerely'. |
| SIT_DEPUTY_SIGNATURE | Print deputy signature on Delinquent Monthly letters | Enter Y to insert a line for e deputy signature on Delinquent Monthly letters or N to omit it. |
| SIT_FINALIZE_ON_PAY | Y- Require payment before finalizing a month on SIT portal, show File Upload option on the Portal | Set to Y to require a dealer to pay a closed month before it is finalized (portal button is Submit and Pay); show the File Upload button on the SIT Portal. If set to Y, receivables are created for annual declarations and zero dollar sales. Set to N to allow a month to be finalized without payment (portal button is Submit This Form to the Tax Office); hide the File Upload button. If set to N, receivables will also be created for non-zero sales. |
| SIT_FINES_PAY | Pay fines FIRST or LAST | Set to FIRST (the default) to force fines to be paid first. Set to LAST (the default) to force fines to be paid last. |
| SIT_MGR_MONTH_SHOW_PEN_AMOUNT | Include breakdown of penalty | Set to Y to show an additional breakdown of penalty into amounts to be put in the general fund and amounts for the assessor-collector's account. Set to N (the default) to not display this breakdown. |
| SIT_MULTIPAYMENT_ALERT | Set to Y to see a warning message for payment made on a month that has already been paid (at least in part). Set to N (default) to not show the message. | |
| SIT_PORT_FORMS_USE_SITUS_LOCATION | Use situs or business location address on SIT portal | Enter Y to use situs a situs for business address on SIT Portal. Enter N to use the Owner Master business location address |
| SIT_PORTAL_PAY_URL_PROCESSOR | URL for SIT portal payment processor | Enter the URL to use for transmitting portal payment to bank or other payment processor. Default is to leave this blank (no payment processor). |
| SIT_PORTAL_FROM_EMAIL | From email address to use in SIT Portal | Enter the email address to use as the from address when the SIT Portal sends emails to dealers. |
| SIT_PORTAL_PAY_MODE_TEST | (Grant Street) Are payments being done in production or test mode. | Set to OFF in production, ON in ACT test. |
| SIT_PORT_INCL_LOAD_ANN_DEC | Include all SIT sales amounts when closing a year | Enter Y to include all sales amounts when closing a year or N (default) to include only sales amounts generated on the portal. |
| SIT_RECEIPT_NAME | Object name of receipt | Enter ACTVIT01 for the original receipt (all except Dallas County and Montgomery County), ACTVT01_FORMAT2 (Dallas County only), or ACTVIT01_MG (Montgomery County). |
| SIT_SHOW_PRINT_PAY_FORM_BUTTON | SIT Portal Pay by Mail | Set to Y to show the Pay by Mail button on the SIT portal or set to N (the default) to not show this. |
| SIT_USE_HEADER_IMAGE | Use image or client preferences | Set to Y to place the report title in the center of the header, or set to N (the default) to place it on the right side. |
| SIT_WEB_SERVICE_URL | URL for SIT portal payment vendor (set in TCS) | Enter the URL for SIT portal payment vendor's web service |
| SIT_WEB_SHOW_CURR_TOTAL_DUE | Show current and total due on SIT accounts on tax office web site | (Note: This must be set in TCS, not SIT) Set to Y (the default) to show the current and total due amounts for SIT accounts on the tax office web, or set to N to hide the Pay Now button and direct taxpayers who click the Summary Tax Statement link to a different page.. |
| TCS_SAME_ACCOUNT | Denotes if the number in the Dealer No. field is a CAD number or not. | Set to Y if the CAD number is stored in the Dealer No. field, otherwise set to N. This must be set to the same value as SIT_SAME_ACCOUNT, which is entered in TCS. |
| TX_SECONDARY_PHONE | Additional contact phone number | Additional contact phone number to be used on letters and notices. |
| UPAY_TOLER | Tolerance amount | Enter the amount to be used for underpayments within tolerance. |
| UPTV_CAPTION | Caption for the Factor | Enter a phrase to use on UPTV letters. |
| UPTV_CLOSING_PHONE1 | Phone number 1 | Enter the phone number to be used on UPTV letters. |
| UPTV_CLOSING_PHONE2 | Phone number 2 | Enter the phone number to be used on UPTV letters. |
| UPTV_CLOSING_S1 | Tax Office verbiage | Enter a closing statement sentence 1 to be used on UPTV letters. |
| UPTV_CLOSING_S2 | Tax Office verbiage | Enter a second closing statement sentence to be used on UPTV letters. |
| UPTV_CLOSING_S3 | Tax Office verbiage | Enter a third closing statement sentence to be used on UPTV letters |
| UPTV_CLOSING_S4 | Tax Office verbiage | Enter a fourth closing statement sentence to be used on UPTV letters. |
| UPTV_LETTER_RE | Tax Office verbiage | Enter the wording for the RE: on the UPTV letter. |
| UPTV_OPENING_S1 | Tax Office verbiage | Enter an opening statement sentence to be used on UPTV letters. |
| UPTV_OPENING_S2 | Tax Office verbiage | Enter a second opening statement sentence to be used on UPTV letters. |
| UPTV_OPENING_S3 | Tax Office verbiage | Enter the UPTV letter opening statement sentence 3. |
| UPTV_OPENING_S4 | Tax Office verbiage | Enter a third opening statement sentence to be used on UPTV letters. |
| UPTV_PRECISION | Number of digits following the decimal in the UPTV Factor | Set this to the number of digits to follow the decimal point in the factor calculation. |
| USE_APPORT_IN_UPTV_FACTOR | Use apport tables when calculating the UPTV factor | Set to Y to use the apport tables when the UPTV factor is calculated. Set to N if not using the apport tables to calculate the UPTV factor. |
| USE_HARRIS_TAXLEDGE_FROM_SIT | Use Harris County rules for loading TaxLedge tables | Set to Y to use Harris County rules for loading TaxLedge tables from SIT; all other counties should leave the default of N. |
| USE_HC_RULE | Run the load_receivable_taxes procedure | This is used to determine whether to run the load_receivable_taxes procedure for Harris County or other clients. Harris County must set this preference to Y so that this procedure is called from batch menu no. 12907. If it is not set or if set to N,this procedure will not be called. The default is N. |
| VIT | Vehicle Inventory Tax | |
| VIT_CLERK | VIT clerk name | Enter the name of the VIT clerk |
| VITRYEND | MMDD | Enter the month and date the VIT year ends |
| VITRYSTART | MMDD | Enter the month and date the VIT year starts |
| WEB_FILE | Contact ACT | Contact ACT for information. |
| YSDD_PENALTY | Penalty amount | Enter the amount of the daily penalty for failing to file an Annual Declaration. |
| YSMM_FINE | Fine Amount | Enter the amount of the monthly fine for failing to file an Annual Declaration. |
| YSSTART_MMDD | MMDD | Enter the start month and day for fine/penalty for failing to file an Annual Declaration. |
| ZERO_BAL_DUE_ON_RECEIPT | Show balance on tolerance accounts | Set to Y to show a 0.00 balance due if amount due after payment is within tolerance. Set to N to show the actual balance. |