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JPI Data Resources

JPI Data Resources. JPIStar Package Sales Tax, Hotel/Motel, Occupational License and Permits (A&B, Amusement, etc), and Insurance. Login Screen. You will be issued a user name and password. Enter your username in the first blank Enter your password in the second blank. Main Menu.

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JPI Data Resources

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  1. JPI Data Resources JPIStar Package Sales Tax, Hotel/Motel, Occupational License and Permits (A&B, Amusement, etc), and Insurance

  2. Login Screen • You will be issued a user name and password. • Enter your username in the first blank • Enter your password in the second blank

  3. Main Menu • From this screen you can access all functions of the program • The first menu we will explore is the Supervisor menu • This section will only be visible to the person with the administrator rights

  4. Parish Data Tables • Parish Details: Name & address of your Parish. It also gives other details like vendors comp., NSF charges, Minimum Memo amount, etc. • All this information can be modified by the user.

  5. Distribution Revenues • This tab gives a listing of all jurisdictions (revenue buckets) and the tax rate. • This also can be modified by the user

  6. Tax Districts / Columns • Tax Districts / Columns: This gives all tax rates and effective dates. It also shows the revenue bucket associated with each tax.

  7. Parish Data Tables • Occupational listing of all types of licenses and R.S. numbers. • This can be modified by user

  8. Lookup Tables • This section allows the users to modify all dictionary items.

  9. User Rights • Each user can be granted use of tabs from the main menu. • The fields you select will notate the tabs visible to the user. • Supervisor and Administrator have full use of all tabs.

  10. Account Information • Accounts Tab (1st tab on main menu) • You will use this section to set up new accounts, view comments, check ownership, look at taxpayer history, search options for taxpayer numbers, ownership, delinquent information, and more.

  11. New Accounts • When you bring up this screen (tab) and the highlighted area defaults to Trade name. Enter the Trade name (tab) by default the Legal name will be copied. If Legal name is different type it in. • IMPORTANT: DO NOT USE (,) COMMAS WHEN ENTERING ACCOUNT INFORMATION • Exports: use comma delimited format

  12. New Account Information • Do not use the first line of Physical address. • Enter the physical address (tab) • By default the mailing address is copied from the physical. • Only use the first line of Mailing to notate C/O, Attention:, etc • Enter mailing if different from Physical

  13. New Account Information • Enter all remaining information associated with the new account. • Ownership: Ind., Corp., LLP, etc. • Ward: If applicable • Open Date= Open date of business • Filing=M,Q,X,O,S,A • Change Date= Effective date of filing status change

  14. Hotel/Motel: Select depending on Parish Nature of Business: Short description Location: Each Parish will have their own codes Class, Type, Group, and Category: Is Parish specific Coding of New Account

  15. SIC: Standard Industrial Classification Codes Codes can be accessed on the Web or JPI has built in dictionary SIC Codes

  16. This screen will tell the user how many batches are open, closed, deleted, etc. It also shows the Batch number, Type, Deposit Date, Status, Number of returns in batch, Total amount of money in batch, etc. It also gives a total of all open batches (X) in status column All columns can be sorted individually (like excel) List of Batches

  17. The Bank Deposit button is used to print the deposit of finished (Closed) batches that are dated the same. Deposit Date can be changed by choosing the date then select the edit button. Batch Date can also be changed the same way. The Print Batch button is used to get a print out of the batch when finished posting. This report can be kept with the finished batch. List of Batches

  18. The Re-Open button can only be seen by a user with Admin status. This prevents change after a batch has been deposited and closed. This function would be used on a limited basis. The delete button will delete a batch. Print Debit and Print Credit buttons: are used to print all debit/credit memos after the deposit is closed. If the system shows 0.00 then no memos need to be printed. Print NSF: is used to print the NSF letter (memo) after reversing the check or checks. List of Batches

  19. Used to automatically post returns downloaded from online filers. No data entry required. Automatic Import of Electronic Payments Import Button

  20. This screen shows the user the Working Batch Number, Deposit Date, Status, Number of Memos and Amount, Count, and Total Amount in the deposit. It also shows the posting of the return Tax ReturnsView Only

  21. This section gives the user grand totals of all items in the batch. From hear you can print the work list, summary, or transfer revenues Batch Summary

  22. This section shows the user the list of items within the batch. It can be used to find posting errors or specific return. All columns in JPI can be sorted like an excel work sheet List of Batch Items

  23. This tab shows the user the splits between each jurisdiction. The user can use this screen to verify that all monies have been distributed correctly. Jurisdictions

  24. This screen is used just like the Sales Tax portion. All areas of this system work the same way. Weather Sales Tax, Hotel/Motel, Occupational License, or Insurance. Hotel/Motel

  25. This screen shows the same information as Sales Tax. The format is modified for the Hotel/Motel posting. Hotel / Motel Posting Screen

  26. Posting screen for Occupational License, Alcoholic Beverage, Chain Store and Amusement License and Permits The Print License Permit button is used to print license at the time of posting or users can print when deposit is complete from the Batch Screen License and PermitsOccupational

  27. Posting screen for Insurance payments Insurance

  28. This screen has some interface options. Used to outsource information for mailings. Interface by filing status, License Flag, or Location. User will also use the EOM button for End of the Month reports Reports Menu

  29. The system has many reports to choose from. The previous page will be the reports used most often. This section will be used for compliance Reports Menu

  30. This section lets you print all dictionary tables, the master file codes, and send mailing address to excel. Reports Menu

  31. Compliance Menu: Accounts – This section is used to research delinquent accounts Once the grid is loaded you can choose an account and look at all related tabs with regards to the account Compliance Tab on Main Menu

  32. You can globally change delinquent statuses using the From and To fields The calendar is used to pick your date you want on the delinquent letters This is where you do the monthly updates Compliance Routines

  33. The top section of this screen will show you by status which accounts are delinquent The bottom of the screen will show you the history once an account is selected in the above section of the screen Compliance Work list Tab

  34. This tab will allow you to set manually an account number, return period, status, letter date, and any tax, penalty, interest, negligent penalty, court cost etc. Estimates - Penalty

  35. This screen allows you to track manually and add comments for DA and Bankrupt information DA – Bankrupt Tab

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