SIT Balance Due Letter - Compare TCS with SIT

Last Revised:  February 8, 2017

This generates letters for dealers having a balance still due.  For each account, the payment amount indicated is the amount paid in SIT, while the "statement" amount is the base levy from TCS. The balance due is the difference between these two amounts, plus (for some clients) an additional penalty that is 10% of the amount due in SIT.  The total paid includes any overage on the account.

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 these letters:

  1. From the Main Menu, click Batch Menu.  The SIT Batch Menu will appear.
  2. Click the SIT Balance Due Letter - Compare TCS with SIT line, batch menu no. 12223.  
  3. Press Enter.  The parameter screen for this report will appear.
  4. Enter your tax office's SIT Client ID.
  5. Enter your tax office's TCS Client ID.
  6. In the SIT Tax Year field, enter the SIT year for which you want the letters.
  7. Enter an As Of Date for determining payment information.
  8. (optional) Enter a Dealer No. to print a single letter.
  9. In the Create Notes field, enter Y to insert a note for each account or N (default) to not do this.
  10. (optional) In the Notes Text field, enter the text you want for the note if you entered Y in the Create Notes field.  The default note is 'SIT ESCROW SHORTAGE LETTER MAILED FOR TAX YEAR yyyy'
  11. Click Submit Job.
  12. Click OK on the "OK to Submit Job" pop-up screen.
  13. To preview and print your report, see Previewing and Printing Reports.