Create and print account statements in batch

This guide segment explains how to create and print account statements in batch.

SIGTAS allows the user to customize the printing of account and consolidated account statements. It also offers the user the right to print by Last Name/Registered Name, by TIN or by City.

The following example demonstrates how to create and print account statements in batch. This procedure is standardized and applies also to the creation and the printing of consolidated account statements in batch.

Step 1- Go to the page List of jobs - Account Statements

1. Go to the Tax Account module;
2. Choose the Documents in batch option;
3. Click on the Account Statements menu. This action opens the page List of jobs - Account Statements (503:2022);

Step 2- Create and print account statements in batch

4. Click the Create button. This action opens the pop-up window Job of Account Statement;
5. Go to the Type section;
6. Using the radio buttons, select the Account statement option;
7. Go to the General section;
8. Fill out the required fields (identified by a red asterisk *). For example, Start Date, End Date, etc.;
9. Click the Generate Document button. This action refreshes the pop-up window and displays the print buttons;
10. Click on the button Print By Last / Registered Name, Print By TIN or Print By City, as applicable. This action opens a Confirmation window;
11. Click the Yes button. This action prints the account statements in PDF format.