When to run:

As desired.

What it displays:

This report shows payments made for a specified roll year.  Details included are dealer name and number, the dealer name and address for the year entered in the Year field, CAD number, month, deposit number, receipt date, payment type, monthly sales amount, escrow due, penalty, fines, and NSF amounts paid, total amount paid, and any resulting overage or shortage amounts. Amounts already disbursed are shown at the lower right.

You can print the report for a single account, or all accounts (which will take many pages), or for payments made up to and including a specific deposit date.

To run the SIT YTD Dealer Detail Report:

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

2. Click the SIT YTD Dealer Detail Report line, batch menu no. 12206.  You may need to scroll down to see this.

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

4. Enter the Dealer No. or leave this field blank (if left blank, the report will be lengthy).

5. Enter your tax office's Client ID for ACT 7.

6. Enter the Year.

7. If desired, enter a deposit date in the As of Deposit Date field to see data for all deposits made that year up to and including that date.

Note:  The deposit date entered must have data for that date, otherwise the report will be blank.

8. In the Sort Order field, enter DEALER NUMBER or CAD NUMBER, depending on how you want the report sorted. For each dealer or CAD number, the payments are sorted by month.

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.