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Owner Changes on E-Statement Accounts Report

Last Revised: April 10, 2023

 

Table of Contents

This process lists, for each account having a valid e-statement request, any changes to the owner name since the request was made. These accounts are put into the Trigger Table. They can be expired by using the Batch Expiration tab of the E-Statement Requests screen. The report includes the current email address on record for the e-statement request and the date that email was entered by the taxpayer.

ClosedUser 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 Owner Changes on E-Statement Accounts Report line, batch menu no. 1632.
  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 (normally this will be the new tax year and assumes that the new roll year's data is already in the production tables).
  6. (optional) Enter a Begin Date to limit accounts to those with an e-statement request having an owner change date in the specified tax year on or after the date entered.
  7. (optional) Enter an End Date to limit accounts to those with an e-statement request having an owner change date in the specified tax year on or before the date entered.
  8. Click Submit Job to start the report process.
  9. Click OK on the "OK to Submit Job" pop-up screen
  10. To review the log file, see Previewing and Printing Reports. The log lists the accounts that reflect a name change between the specified year and the prior year. The two names are also given.
  11. To expire these requests, you can use the Batch Expiration tab of the E-Statement Requests screen.