2. 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

3. CREATE PORTAL USERS & ADD DEALERS

4. Owner master

5. Owner master – user name tab

6. 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

8. 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.

11. 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.

13. ENTER THE PORTAL

14. 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.

15. RESET PASSWORD

19. 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.

20. In

21. UPLOAD SALES THROUGH CSV FILE

22. 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.

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

27. MANUALLY ADD SALES

29. CONFIRM TOTALS AND CLOSE REPORT

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

31. FINALIZE FORM

32. 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.

33. START PAYMENT PROCESS PAYMENT INFORMATION PAGE

35. 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.

36. 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.

37. Apply Payment in SIT

38. BMI 12240 SIT PORTAL PAYMENT REPORT

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

42. 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.

43. VIEW MONTHLY FINALIZED FORM in Portal

45. Annual Declaration Filing

47. 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.

48. ADD FEBRUARY SALES

50. FEBRUARY SALES ADDED TO ANNUAL DECLARATION TOTAL