List New SIT Accounts by Date

Last Revised: July 3, 2017

When to run:

As desired.

What it displays:

This lists SIT accounts that have been added with a given date range. For each account, the following information is given: owner name, date create, User ID of the person who added the account to the database.

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 report:

  1. From the Main Menu, click Batch Menu.  The SIT Batch Menu will appear.
  2. Click the List New SIT Accounts by Date line, batch menu no. 12224.
  3. Press Enter.  The parameter screen for this report will appear.
  4. Enter your tax office's Client ID for ACT 7.
  5. Enter the SIT Tax Year for which you want to see accounts.
  6. Enter a Begin Date and an End Date for determining which accounts were added. This corresponds to the Create Date on the report.
  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.