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One part of the e-statement process is to create a new fiduciary request for every account that has an active (unexpired, not flagged as a bad e-mail address) request to receive e-mailed certified statements. The fiduciary number entered on the parameter screen must have a business type of 'ES' in the Fiduciary Master screen. The e-statement requests can be viewed in the E-Statement screen. Batch menu no. 1346 can be used to create the fiduciary requests. This must be done before the statement wizard is run to create the certified data file for the print vendor.

For information on how to request statements on the tax office web site, click here.

For information on how to view requests, expire them, and mark an e-mail address as bad, click here.

For information on how to create statements and e-mail them, click here.

User Entitlements

The following user entitlements must be set for each user who needs access to the Batch Menu and Batch Request screens. They are part of the Run Batch Processes task.  See Tasks, Entitlements, and Jobs for more information. The user entitlement for each batch menu no. mentioned below must be set to Y for each authorized user. Batch menu nos. default to N when they are added.

BATCH_MENU - access to the Batch Menu to generate the reports.

BATCH_REQUEST - access to the Batch Request screen to see the reports.

1. From ACT 7's Main Menu, click on Products, then Batch Products.  The ACT Batch Menu will appear.  
2. Click on the Create Fiduciary Requests for E-Statement Accounts line, batch menu no. 1346.
3. Press Enter.  The parameter screen for this report appears.
4. Enter your tax office's Client ID if it is not already there.
5. Enter the Tax Year for which to create fiduciary requests. This is probably the future year.
6. In the Fiduciary No. field, enter the fiduciary having a Business Type of 'ES'.
7. Click Submit Job to start the report process.
8. Click OK on the "OK to Submit Job" pop-up screen
9. To preview your report if it was run in Edit mode, see Previewing and Printing Reports.