SIT UPT Rate Letter

Last Revised:  November 19, 2021

When to run:

Annually or as desired.  Addresses on the letters are taken from the Alternate Address - DBA fields on the Owner Master screen.  Letters are not printed if the account is inactive for the specified year.  The letters are sorted by dealer type and then by appraisal district number.

What it displays:

These are letters to each dealer that give the names of the jurisdictions where the business is, the tax rates of each jurisdiction, and the calculation of the factor.  Also provided is an example of how to calculate the monthly sales amount.  Addresses on the letters are taken from the Alternate Address - DBA fields on the Owner Master screen.

Client Preferences

RETURNADDR_POBOX, RETURNADDR_STREET1, RETURNADDR_STREET2, RETURNADDR_CITY, RETURNADDR_STATE, RETURNADDR_ZIP, and RETURNADDR_PHONE - Enter the desired return address information. If these preferences are expired or do not exist, the information from the Tax Unit Maintenance screen for the PRIM_JURIS is used. However, for Harris County's batch menu no. 12203, if RETURNADDR_STREET1 and RETURNADDR_STREET2 are expired,no information appears in their place.

UPTV_CLOSING_S1, UPTV_CLOSING_S2, UPTV_CLOSING_S3, UPTV_CLOSING_S4: Enter the verbiage desired for last sentence on the UPT rate letter. This may be information about how to contact the tax office, for ex.,

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

SIT_USE_HEADER_IMAGE: Set to Y to place the report title in the center of the header, or set to N (the default) to place it on the right side.

NAME: Enter the tax office name (without the words 'tax office')

PRINT_JUR_EMAIL: Set to Y to print the jurisdiction e-mail address on receipts and certain letters. Set to N (the default) to avoid printing this.

CLIENT_WEBSITE (a TCS preference): Enter the URL for the tax office web site.

CPA_TITLE: (Harris County only) The CPA title is used in the final sentence of the letter.

(Harris County, BMI 12203 only) USE_APPORT_IN_UPTV_FACTOR: Set to Y to use the apport tables when the UPTV factor is calculated. Set to N if not using the apport tables to calculate the UPTV factor.

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 the SIT UPT Rate Letter:

  1. From the Main Menu, click Batch Menu.  The SIT Batch Menu will appear.
  2. Click the SIT UPT Rate Letter line, batch menu no. 12231 (for Harris County, no. 12203).  You may need to scroll down to see this. (For some clients, the name may be slightly different.)
  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 Year for which you want the notice.
  6. Enter the Date the letter was printed.
  7. In the First Printing of Year field, enter Y to include a statement about the UPT factor not being used until the following year. Enter N to omit this sentence.
  8. Enter the Dealer No. if you only want to print a letter for one dealer.
  9. Click Submit Job.
  10. Click OK on the "OK to Submit Job" pop-up screen.
  11. To preview and print your report, see Previewing and Printing Reports.