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.

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).