When to run:

Annually or as desired.  Addresses on the letters are taken from the Alternate Address - DBA fields on the Owner Master screen.  Letters are not printed if the account is inactive for the specified year.  The letters are sorted by dealer type and then by appraisal district number.

What it displays:

These are letters to each dealer that give the names of the jurisdictions where the business is, the tax rates of each jurisdiction, and the calculation of the factor.  Also provided is an example of how to calculate the monthly sales amount.  Addresses on the letters are taken from the Alternate Address - DBA fields on the Owner Master screen.

Set these client preferences:

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.

To run the SIT UPT Rate Letter:

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

2. Click the SIT UPT Rate Letter line, batch menu no. 12231 (for Harris County, no. 12203).  You may need to scroll down to see this. (For some clients, the name may be slightly different.)

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

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

5. Enter the Year for which you want the notice.

6. Enter the Date the letter was printed.

7. Enter the Dealer No. if you only want to print a letter for one dealer.

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.