PRESENTATION OVERVIEW Create SIT Portal User and Add
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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
REATE PORTAL USERS & ADD DEALE
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. Uncheck to remove view access.
ENTER THE PORTAL
SIT PORTAL: LOGIN PAGE
RESET PASSWORD
LANDING PAGE: LIST OF DEALERSHIPS
UPLOAD SALES THROUGH CSV FILE
CSV FILE
MANUALLY ADD SALES
CONFIRM TOTALS AND CLOSE REPORT
MONTHLY SALES FORM
FINALIZE FORM
VIEW CART
START PAYMENT PROCESS PAYMENT INFORMATION PAGE
JANUARY IS FINALIZED
Apply Payment in SIT
BMI 12240 SIT PORTAL PAYMENT REPORT
MAKE PAYMENT IN SIT Sales Amount and Payment Amount will automatically populate
VIEW FINALIZED FORM IN SIT
VIEW MONTHLY FINALIZED FORM IN PORTAL
Annual Declaration Filing
SIT PORTAL: ANNUAL DECLARATION
ADD FEBRUARY SALES
FEBRUARY SALES ADDED TO ANNUAL DECLARATION TOTAL
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