JPI Data Resources

1
JPI Data Resources

• JPIStar Package
• Sales Tax, Hotel/Motel, Occupational License and
  Permits (AB, 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
• FilingM,Q,X,O,S,A
• Change Date Effective date of filing status
  change

14
Coding of New Account

• 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

15
SIC Codes

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

16
List of Batches

• 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)

17
List of Batches

• 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.

18
List of Batches

• 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.

19
Automatic Import of Electronic Payments

• Used to automatically post returns downloaded
  from online filers.
• No data entry required.

Import Button
20
Tax ReturnsView Only

• 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

21
Batch Summary

• 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

22
List of Batch Items

• 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

23
Jurisdictions

• 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.

24
Hotel/Motel

• 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.

25
Hotel / Motel Posting Screen

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

26
License and PermitsOccupational

• 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

27
Insurance

• Posting screen for Insurance payments

28
Reports Menu

• 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

29
Reports Menu

• 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

30
Reports Menu

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

31
Compliance Tab on Main Menu

• 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

32
Compliance Routines

• 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

33
Compliance Work list Tab

• 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

34
Estimates - Penalty

• 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.

35
DA Bankrupt Tab

• This screen allows you to track manually and add
  comments for DA and Bankrupt information