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This process either sets or removes 33.08 dates from delinquent accounts that have been loaded either in the Statement Table or from the Create Delinquent/Reminder Notice Data process.  

The 33.08 account selection process will choose accounts only if their due date is 6/01/(tax year + 1) or later or if the due date is later than the 33.07 or exising 33.08 date.  Failure to send a 33.07 notice on accounts having a due date between 2/1 and 5/31 does not mean that a 33.08 notice can be sent as a substitute.

User Entitlements

The following user entitlements must be set for each user who needs access to the Batch Menu and Batch Request screens. They are part of the Run Batch Processes task.  See Tasks, Entitlements, and Jobs for more information. The user entitlement for each batch menu no. mentioned below must be set to Y for each authorized user. Batch menu nos. default to N when they are added.

BATCH_MENU - access to the Batch Menu to generate the reports.

BATCH_REQUEST - access to the Batch Request screen to see the reports.

To run this report:

1. From the Main Menu, click on Products, then Batch Products.  The ACT Batch Menu will appear.
2. Click on the Set/Remove 33.08 Dates  line, batch menu no. 632.
3. Press Enter.  The parameter screen for this process appears.
4. Enter your tax office's Client ID.
5. Enter the Request Seq. No. created either when you ran the Create Delinquent/Reminder Notice Data process (this is NOT the batch req. seq. no. but the number printed at the bottom of the output report) or enter the Request Seq. when you entered accounts in the Statement Table.
6. In the Set or Remove Dates field, enter SET_DATE to set 33.08 dates or REMOVE_DATE to remove the dates.
7. In the Date to be Set or Removed field, enter the 33.08 date you want to insert or remove.  When this process is run, this date is dependent on what you entered in step 6. If you entered REMOVE_DATE there, the process will remove the 33.08 date for those accounts that have the date you entered here and that are also part of the set of accounts that are part of the Batch Request Seq. No. entered in step 5.  If you entered SET_DATE in step 6, the process inserts the date for all delinquent accounts included in the Batch Request Seq. No. entered in step 5.  If you entered SET_DATE, the date to be set should be the first of the month at least 21 days away.
8. In the Include Other Years field, enter Y to enter the 33.08 date for all delinquent years on the accounts listed in the batch request sequence entered in step 5, or N to enter the date for only the year associated with the accounts in the batch request sequence (which may be different from the current year).  Years that are fully paid will not have this date set.
9. Click Submit Job to start the report process.  
10. Click OK on the "OK to Submit Job" pop-up screen.  
11. To preview and print your report, see Previewing and Printing Reports. The report lists, for each account, the years and units for which the 33.08 date was set.  For each unit, the rec type, receipt number, tax unit, and due date are given.