BT> Maintenance> Statement Type

Statement Type Maintenance

 

Summary

 

Statement types are used in the Statement step of the BT Letters process to generate a tax return estimate for business owners. Follow this process to create a statement type and configure how the statement is displayed.

 

Related Links

 

Click here for information on the BT Letters process.

 

Step by Step

 

1     Open the Statement Type Maintenance window (BT> Maintenance> Statement Type). 

 

  • The Statement Type Maintenance window displays all of the statement types created in the application.
  • Highlight a statement type on the left side of the window and the statement type details will display in the Maintenance section to the right.
  • Highlight a statement type and click the Delete icon or press DELETE to delete the selected statement type.
  • Click the Create icon or press INSERT to create a new statement type.

 

2     Create a new Statement Type. 

 

  • Enter a unique Statement for the new statement type. This is the code that will identify the statement type for future selection.
    • Once the statement type is saved, this field cannot be edited.
    • The statement can be up to 60 alphanumeric characters long.
  • The Heading fields are used to specify the statement type headings.
    • The heading fields can accommodate up to 24 characters.
  • The Acknowledgment fields are used to specify the statement type acknowledgments.
    • The acknowledgment fields can accommodate up to 35 characters.
  • The Reminder fields are used to specify the statement type reminders.
    • The reminder fields can accommodate up to 32 characters.
  • The Footer fields are used to specify the statement type footers.
    • The footer fields can accommodate up to 52 characters.
  • Click the Save icon when complete. The new statement type will now be available in the BT Letters process (BT> Letters> Statements> Statement drop-down menu). Click here for information on the BT Letters process.