SIT Tax Overage Report

Last Revised:  May 30, 2018

When to Use:

After disbursing from SIT to the Tax Collection System.  

What it displays:

This report lists the amounts paid in SIT that are over the amount due in TCS (perhaps due to tax rate changes or differences between estimated and actual sales amounts for the year).  For each tax unit, the dealer number, appraisal district number, certified owner's name and overage amount are given.

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

  1. From the Main Menu, click on Products, then Batch Products.  The TCS Batch Menu will appear.
  2. Click the SIT Tax Overage line, batch menu no. 12211 (or 12506 in Dallas County).
  3. Press Enter.  The parameter screen for this report will appear.
  4. Enter your ACT 7 Client ID.
  5. Leave the Tax Unit field blank to report overages for all tax units or enter a specific unit number. If left blank, a separate .pdf file is created for each tax unit.
  6. Enter the Deposit No. used for the SIT Distribution of overage.
  7. Enter the current Tax Year.
  8. Click Submit Job.
  9. Click OK on the "OK to Submit Job" pop-up screen.  The report lists, for each tax unit, the Dealer Number, Appraisal District number, and the amount of overage. Totals for account and amounts are given.  Tax units are separated by page breaks. For Dallas County, a separate report is created for each jurisdiction that can be published to their web site.