When to run:

As desired.

What it displays:

This prints letters for a dealer or deposit number notifying dealers that balance is still due for a particular month.  This is the batch version of the Balance Due Letter that can be printed from the Account Status screen. Addresses on the letters are taken from the Alternate Address - DBA fields on the Owner Master screen. Letters are printed for all months having a balance due for those accounts having a payment made in the designated deposit or deposit date.  The amount of late penalty applied is determined by the dates of the payments.

Set the following client preferences:

ACTVIT02_ADDITIONAL_PENALTY_MSG: an additional phrase or sentence that can be entered on these letters.  Enter the desired wording in the Description field in the client preference screen.  If you do not want this additional sentence, put an Expire Date that is prior to the dates for which you will printing letters.

ACTVIT02_CLOSING_S1: a additional sentence that can serve as the last paragraph of the letter.  It assumes that you have entered a TX_SECONDARY_PHONE preference.

TX_SECONDARY_PHONE: the phone number used in the ACTVIT02_CLOSING_S1 preference.

MIN_BALANCE_LETTER: the minimum amount to be used when selecting accounts to receive these letters.

RETURNADDR_POBOX, RETURNADDR_CITY, RETURNADDR_STATE, RETURNADDR_ZIP, and RETURNADDR_PHONE - Enter the desired return address information. If these preferences are expired or do not exist, the return address defaults to the entries for the preferences JUR_ADDRESS1, JUR_CITY, JUR_STATE, and JUR_ZIPCODE.

ACTVIT02_PRINT_ENVELOPE_WORDS: Set to Y to include the words 'Please submit your payment in the enclosed envelope' on the letters. Set to N to omit this sentence.

To run the SIT Incorrect Payment Letters:

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

2. Click the SIT Balance Due Letter line, batch menu no. 12305.  You may need to scroll down to see this.

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

4. (optional) Enter a Dealer No.

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

6. In the Tax Year field, enter the SIT tax year for which you want the letters.

7. (optional) You can limit the letters you print by entering a Deposit Number, Deposit Begin Date, and/or a Deposit End Date.  You can leave these fields blank to get letters for all unpaid accounts.

8. Click Submit Job.

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

10. To preview and print your report, see Previewing and Printing Reports.