Entering Annual Declaration (Yearly Sales Amounts)

Last Revised: November 19, 2018

Use the Online Payment program to enter the yearly sales for a SIT account.

User Entitlements

The following user entitlements are used on this screen. They are part of the Make SI Online Payment task, which is part of the SI Cashier and SI Head Cashier jobs. See Tasks, Entitlements, and Jobs for more information.

SI_ACT8001V: Access to query and create online deposits

SI_CHANGE_DEPDATES: Ability to change deposit and receipt dates when creating online deposits

SI_NSF_ADD: Ability to add an NSF fee in online and reversal deposits

SI_NSF_DELETE: Ability to delete an NSF fee in online deposits

SI_PAYMENT_PENALTY_OVERRIDE: Use radio buttons for penalty override [pref PAYMENT_PENALTY_OVERRIDE must be set to Y]

SI_PAYMENT_VOID: Ability to void a payment

SI_SHOW_DEPCTL_TOTALS: Show deposit control totals (granted by default)

  1. Double-click Online Payment on the Main Menu or select Online Payment from the Go To list. .
  2. In the Deposit Control screen, open or re-open an online deposit.

Note : Make sure the Deposit Type is Annual Declaration.

  1. Click Payment Transaction; the Annual Declaration screen will appear.  The Deposit No, Deposit Date, Operator ID, Receipt Date, Year, and Month fields are auto-filled.
  2. If you are carrying an account number from another screen it will appear in the Dealer No. field.  If not, then enter a number in the space provided.  If you would like a different number, highlight the current number and key in the new one.

Note:  If you do not know the account number, select Account Search in the Go To list. For more information, see Searching for an Account.  Write down or copy the account number, then enter it into the Online Payment screen.

  1. Press Tab.  The CAD No. (appraisal district no.) and Certified Owner fields will auto-fill.
  2. The Receipt Date field shows today's date.  Edit if necessary.
  3. Leave the Year and Type fields as the default.  The Year shows the current year.  The Type shows Annual.
  4. Enter the amount of annual sales for the dealer in the Sales Amount field.
  5. Click Apply.  If you have already entered an annual declaration for this account and year, you will receive a message asking if you wish to continue

Note: The Dealer No., Payer Name and Sales Amount fields at the bottom of the screen will show the last transaction recorded.