SAM131111 - Statements: statement issue: statement type: changing the full or simple signal (Action Guide)

To change the 鈥楩ull鈥� or 鈥楽imple鈥� statement type signal, follow steps 1 - 6 below.

The Guide is presented as follows

听 Steps 1 - 4
听 听
听 Step 5
听 Step 6

For details of how to access any of the SA functions, select 鈥業ndex Of Functions鈥� on the left of the screen.

Taxpayer requests statements to be issued in Open Item (鈥楩ull鈥�) format

  1. Using the online service SA View L & P, check View Statement to see if the last issued statement was in Open Item (know as 鈥楩ull鈥�) or Simple Statement format

  2. If in Simple Statement format go to Step 5

  3. If in Open Item format, put the case on BF until after the next monthly statements are issued

  4. Check function VIEW STATEMENT after the next statements have been issued and if a statement has been issued for this taxpayer, go to Step 5. If no statement has been issued, go back to step 3

Changing the preferred statement format signal to 鈥楩ull鈥�

  1. In function INHIBIT STATEMENT 
* In the drop down menu alongside the line 鈥楶referred Statement Format鈥� select 鈥楩ull鈥� to issue statements in Open Item format
* Select the [OK] button

Taxpayer requests statements to be issued in Simple Statement (鈥楽imple鈥�) format

  1. In function INHIBIT STATEMENT 
* In the drop down menu alongside the line 鈥楶referred Statement Format鈥� select 鈥楽imple鈥� to issue statements in Simple Statement format
* Select the [OK] button