Alcohol Statements

Last Revised: June 25, 2019

This batch process is used to print combined beer and liquor statements for mailing to permit holders. Statements are printed only for accounts that are unpaid on the day they are printed, even if the payments were made after the permit's expiration date. First and second notices can be produced, depending on the Statement Type entered. The Statement Log screen will have entries for each statement generated.

The following client preferences should be considered before printing:

CPA:  (TCS) Enter the name of the person whose name you want to appear at the top of the statements.

PERMITS_CPA_TITLE:  Enter the job title for the person named in the CPA preference in the Tax Collection System. Used for statements and receipts.

PERMITS_COUNTY_NAME: Enter the county name to appear in the statements

PERMITS_ADDRESS: Enter the street address, city, state and zip code to use at the top of statements and liquor receipts.

PERMITS_PHONE1: Enter the phone number to use as the first number listed at the top of statements

PERMITS_PHONE2: Enter the phone number to use as the second number listed at the top of statements

PERMITS_PHONE3: Enter the phone number to use in text of each statement

(Dallas County only): JUR_ADDRESS2, JUR_ADDRESS3, JUR_ADDRESS4, PERMITS_PHONE3, PERMITS_EMAIL

Security jobs, tasks, and entitlements using this screen are:

Job Task Entitlement and Description
LP_ACCOUNTING, LP_ACCOUNTING_MANAGER RUN_BATCH_JOBS_AND_REPORTS LPBATCHMENU, access to the batch menu screen and 15003 Statements
LPBATCHREQUEST, access to the batch request screen to review reports
FILE_UPLOAD, activates the File Upload button on the Batch Menu screen

For step-by-step instructions on Security jobs, tasks and entitlements, please click here to see the documentation in the Tax Collection System help.

  1. From  the Main Menu, click the Batch Products button or select Products then select Batch Products. The Batch Menu will appear.
  2. Click on the Alcohol Statements line, batch menu no. 15013 (15017 for Harris County, 15018 for Dallas County).
  3. Press Enter. The parameter screen appears.
  4. Enter your ACT Client ID if it is not already populated.
  5. In the Statement Type field, enter 1 for accounts that are unpaid and have not been sent an alcohol statement previously, or enter 2 for unpaid accounts that were already sent a 'type 1' statement.
  6. (optional) Enter an Account No. to print a statement for a single account.
  7. Enter the Begin Issue Date and End Issue Date in mm/dd/yyyy format to limit the number of statements to be printed.
  8. (BMI 15013 only) In the Create Notes field, enter Y to insert a note for each account or N to skip this step.
  1. Click the Submit button.
  2. Click OK on the "OK to Submit Job" message.
  3. To review and print your report, see Reviewing/Printing Reports. If the statements contain only the header information, there are no permits eligible to receive thes statements.