Convert Tax Unit to New Number

Last Revised:  January 10, 2014

This process allows you to change a tax unit from one number to another for a specified year.  The new tax unit must be set up in the Tax Unit Maintenance  screen before this process is used. See Adding a New Tax Unit if you need help adding the new tax unit.

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 run this process:

  1. From the Main Menu, click Batch Menu.  The SIT Batch Menu will appear.
  2. Click the Convert Tax Unit to New Number line, batch menu no. 12408.
  3. Press Enter.  The parameter screen for this report will appear.
  4. Enter your tax office's ACT 7 Client ID.
  5. Enter the Tax Year for which to make the change.
  6. Enter the Old Tax Unit No. and New Tax Unit No.
  7. Click Submit Job.
  8. Click OK on the "OK to Submit Job" pop-up screen.