SIT Dealer Missing Sales Report

Last Revised:  July 5, 2021

When to run:

Monthly or as desired. After reviewing the report, missing sales letters - batch menu no. 12307 or 12219, may be printed

What it displays:

This report shows, for each dealer, the dealer name, dealer number, CAD number, sales month, monthly penalty and (if Include Fine is set to Y) daily fine. 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. A grand total of the amounts is included at the end.

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 Report line, batch menu no. 12309.
  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 the letters.
  6. (optional) Enter a Dealer No.
  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.