Rendition Schedule Printing

This Quick Help is designed to teach the user to create Custom Lists/Batches in order to print Personal Property Renditions to send to the taxpayers. Once the user receives the marked copy from the taxpayer, the user is then able to mark the rendition as returned and regenerate the items to the correct depreciation schedule.

1.       Log into Capture

2.       Click on the Reports tab

3.       Click on the PP List hyperlink

4.       Select the appropriate Status from the drop-down

5.       Enter Business Name if applicable

6.       Type in the record year and click Go

7.       Click Print Basic to print a basic list

8.       Click Print Details to print a more detailed list

9.       Put a check in the box next to the desired accounts and click the Create Batch button

10.   Enter the Batch Name (The Custom List Name will automatically populate with the batch name, but it can be manually changed if desired)

11.   Select the Print Type from the dropdown

12.   Enter any necessary Remarks

13.   Click the Add button

14.   Click on the Print Batches tab

15.   If the list needs to be edited click the Custom List Name hyperlink

16.   To see the accounts on the list click Go

17.   To delete an account from the list place a check in the box next to the account to be deleted and click Delete

18.   To add an account click Add

19.   Fill out the necessary information and click Search

20.   Place a check next to the account to be added and click Select

21.   The account will be added to the list

22.   To edit an account on the list click the Account No hyperlink

23.   When the account opens, update as needed

24.   When finished updating click Close to go back to the edit Custom List screen

25.   Click Close to go back to the Print Batches screen

26.   Place a check in the box next to the batch to be printed

27.   Before clicking the Print button

•       Be sure the correct printer is applied as the default printer (**instructions below)
•       Be sure the page size is set to legal
•       There will not be an opportunity to change these things after clicking Print

      28.   Enter the Start Order #, the End Order #, and any necessary remarks

• Be sure to test a small group to ensure the schedule prints correctly before printing the  entire batch
•   You will have to know the exact number of accounts in the batch in order to fill out the End Order #

•    After the test print is complete you will have to go back to the Print Batches screen and follow steps 23-26 once more (skipping the test print)

30.   The batch will print