Presentation Overview Create SIT Portal User and Add Dealers SIT Portal Login Create Sales Records on the Portal Finalize Monthly Sales Forms and Process Payments on the Portal Apply Payments in SIT Annual Declaration Filing

CREATE PORTAL USERS & ADD DEALERS

Owner master

Owner master – user name tab

Maintenance > Portal User Accounts Entitlements: SITUSERS - View only access to the Portal User screen and the User Name tab of Owner Master. SITUSERS_UPDATE - Update the Portal User screen and the User Name tab of Owner Master

Dealers will contact the Tax Office to setup Portal user. Tax Office to obtain and enter all contact information as shown. Press Save once complete.

Check to allow user to view dealer account in Portal Check to allow user to view dealer account in Portal. Uncheck to remove view access.

ENTER THE PORTAL

SIT PORTAL: LOGIN PAGE When the dealer logs into the portal for the first time they will be prompted to change their password. I will show the steps to reset the password here.

RESET PASSWORD

LANDING PAGE: List of DEALERSHIPS If one user is linked to multiple dealerships under different account numbers they will all be listed here, if the user wants to have the set up under one login.

In

UPLOAD SALES THROUGH CSV FILE

CSV FILE The CSV needs to be in a specific format in order to upload. You can contact ACT for a sample file to provide to dealers.

After the CSV file is upload, you still have the option to create another record manually.

MANUALLY ADD SALES

CONFIRM TOTALS AND CLOSE REPORT

MONTHLY SALES FORM Information on the monthly form is controlled by client preference.

FINALIZE FORM

VIEW CART If more than one account is linked to the same users, all payments due will be broken out by dealership giving them the option to pay multiple at the same time.

START PAYMENT PROCESS PAYMENT INFORMATION PAGE

Click on Make My Payment to connect to a payment vendor Click on Make My Payment to connect to a payment vendor. The preferred vendor by ACT is Payment Data Systems also known as PDS.

JANUARY IS FINALIZED After the monthly form is finalized and the payment is made, the finalized column will reflect as completed, as well as the pay column.

Apply Payment in SIT

BMI 12240 SIT PORTAL PAYMENT REPORT

Sales Amount and Payment Amount will automatically populate MAKE PAYMENT IN SIT Sales Amount and Payment Amount will automatically populate

VIEW FINALIZED FORM in SIT You are able to view the finalized form in two ways, one for the user and one for the tax office.

VIEW MONTHLY FINALIZED FORM in Portal

Annual Declaration Filing

SIT PORTAL: ANNUAL DECLARATION This shows the current filings done in the system. As more months are added the annual declaration will keep a running total of all sales loaded into the portal.

ADD FEBRUARY SALES

FEBRUARY SALES ADDED TO ANNUAL DECLARATION TOTAL