Taxunits with Credit Balance Last Updated February 27, 2024

The process below generates a report of all tax units with negative balances.

1. From the Main Menu, click on Products, then Batch Menu.  The ACT Batch Menu will appear.
2. Click on the Taxunits with Credit Balance line, batch menu no. 13011.
3. Press Enter.  The parameter screen for this report will appear.
4. Enter your tax office's ACT 7 Client ID.
5. Enter a Load Type (for ex., 298F, 298R, VIT [for SIT]).
6. Enter the Receipt Date to use for determining balances.
7. Click Submit Job to start the report process.
8. Click OK on the "OK to Submit Job" pop-up screen.
9. To preview and print a report, see Previewing and Printing Reports.