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Payment Agreement 33.07 Notices

Last Revised: October 19, 2010

 

Table of Contents

Delinguent accounts that have the current year included in a payment agreement must be sent 33.07 notices.  The 33.07 dates should not be set in the database, however.  Because special verbiage is put on these particular notices and because ACT must 'assume' the 33.07 dates instead of seeing the date in the database, separate selection and print processes are necessary.

Before printing the notices, you must have run the Select Agreements for 33.07 Notices process.

Set the AGREEMENT_3307_TEXT client preference to the text you want to use to indicate that payment agreements are subject to 33.07 fees if the agreement goes into default.

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.

To print the 33.07 agreement notices:

  1. From the Main Menu, click on Products, then Batch Products.  The ACT Batch Menu will appear.  
  2. Click on the Payment Agreement 33.07 Notices line, batch menu no. 1109.
  3. Press Enter.  The parameter screen for this report will appear.
  4. Enter the As Of Date to use for determining penalty and interest
  5. Enter the Request Sequence No. generated when you ran the Select Agreements for 33.07 Notices process.
  6. In the Include Prior Year Amounts Due field, enter Y to include prior year delinquencies or N to exclude them.
  7. Leave the Statement Title Override field blank to accept the default title, or enter one of your choice.
  8. Enter the 33.07 Date for the current tax year (07/01/yyyy).
  9. Click Submit Job to start the report process.
  10. Click OK on the "OK to Submit Job" pop-up screen
  11. To see if the process has been completed, see Previewing and Printing Reports.  These accounts are put into the 'trigger' table.  The notices can be printed by running the Payment Agreement 33.07 Notices.