Convert Tax Unit to New Number

Last Revision:  January 2, 2008

This process allows you to change a tax unit from one number to another for a specified year.  The new tax unit must be set up in the Tax Unit Maintenance  screen before this process is used. See Adding a New Tax Unit if you need help adding the new tax unit.

To run this process:

  1. From the Main Menu, click Batch Menu.  The SIT Batch Menu will appear.  

  2. Click the Convert Tax Unit to New Number line, batch menu no. 12408.  

  3. Press Enter.  The parameter screen for this report will appear.

  1. Enter your tax office's ACT 7 Client ID.

  2. Enter the Tax Year for which to make the change.

  3. Enter the Old Tax Unit No. and New Tax Unit No.

  4. Click Submit Job.

  5. Click OK on the "OK to Submit Job" pop-up screen.