SIT Dealer Missing Sales Letter

Last Revised:  June 12, 2017

When to run:

Monthly or as desired. A missing sales report, batch menu no. 12309, may be run first to see which accounts are eligible for letters.

What it displays:

This prints letters for dealers who have not filed a Dealers' Motor Vehicle Inventory Tax Statement for certain months. A calendar is included that shows penalties for all months that have missing sales reports for the specified year (which should be the current year). Daily fines may also be included. The accounts must have a missing sales report for at least one of the months listed in the Month(s) parameter. In other words, the Month(s) parameter is used only to select accounts, not to determine which months should show penalties on the letters. The months listed are those for which the dealer is in business.

Client Preferences:

CPA: Enter the tax collector's name and credentials (also uses the description column data for the job title)

APPRAISAL_DISTRICT_NAME: Enter the appraisal district name.

MSMM_FINE: Enter the monthly fine amount for dealers who fail to report monthly sales (default is 500). This is listed as a penalty on the letters.

MSDD_PENALTY: Enter the daily penalty amount for dealers who fail to report monthly sales (default is 500). This is listed as a fine on the letters.

The tax office information in the header is taken from the Tax Unit Maintenance screen for the jurisdiction set in the PRIM_JURIS preference.

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 print these letters:

  1. From the Main Menu, click Batch Menu.  The SIT Batch Menu will appear.
  2. Click SIT Dealer Missing Sales Letter Format1 line, batch menu no. 12307.
  3. Press Enter.  The parameter screen for this report will appear.
  4. Enter your tax office's Client ID for ACT 7.
  5. (optional) Enter a Dealer No.
  6. Enter the SIT Tax Year for which you want the letters.
  7. (optional) Enter one or more Month(s) as a 2-digit number ( 01 to 12). These months are used to select the accounts for which letters are printed.  The accounts must have a missing sales report for at least one of the months listed. Leave this field blank to check all months for the year.
  8. In the Max Months Displayed   field, leave 12 to show all twelve months on the letter, or enter a 2-digit month to represent the number of months to print on each letter. This should be the same as the Month(s) parameter above or one month less than that.
  9. In the Include Fine field, enter Y to include daily fines or N to exclude them from the letters.
  10. Click Submit Job.
  11. Click OK on the "OK to Submit Job" pop-up screen.
  12. To preview and print your letters, see Previewing and Printing Reports. All twelve months are shown on the letters for the accounts selected from the Month(s) field.