et111 – Detailed statement of estate & inheritance tax

 

NOTE:  The specific fields with permissible entries to be filled in or left blank are listed below. Ignore fields that are not in the list next to the screens.

Figure 1. SY41 (TOP)

 1.    Job: Report name should always appear here. For example, ET111.

 2.    Server Name: Keep the server name that first appears.

 3.    Printer_Name: Select a valid printer or keep the displayed printer if one is present.

 4.    Jurisdiction: Enter your jurisdiction.

 5.    Tax Year: Enter the current Tax Year.

 6.    Spool File Name: Enter ET111.PDF to create the file in PDF format (using Adobe’s PDF format). Otherwise, enter ET111.LIS to create the file in text format.

 7.    Beginning Date: Enter the settlement date.

 

 

 

 

 

 

 13. FCU: Formatting code. Enter “PDF” to print in PDF format. Otherwise keep the default printer setting that is present when the screen appears or enter DFLT.

 17. PARAM1 Stat. Type (C/R):

          Enter C for collection or R for Refund.

 18. PARAM2 Sett Flag: Enter T for temporarily settled or S for final settlement. Leave blank for “not settled”.

 

Figure 2. SY 41 (BOTTOM)

Press [Submit Job]. The system will notify you when the report is finished.

 


Report Sample

 

Updated 12/3/2007