JPI Data Resources
JPIStar Package
Sales Tax, Hotel/Motel,
Occupational License and
Permits (A&B, Amusement,
etc), and Insurance
Login Screen
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You will be issued
a user name and
password.
Enter your
username in the
first blank
Enter your
password in the
second blank
Main Menu
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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
Parish Data Tables
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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.
Distribution Revenues
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This tab gives a
listing of all
jurisdictions
(revenue buckets)
and the tax rate.
This also can be
modified by the
user
Tax Districts / Columns
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Tax Districts /
Columns: This
gives all tax rates
and effective
dates. It also
shows the revenue
bucket associated
with each tax.
Parish Data Tables
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Occupational listing
of all types of
licenses and R.S.
numbers.
This can be
modified by user
Lookup Tables
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This section allows
the users to modify
all dictionary
items.
User Rights
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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.
Account Information
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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.
New Accounts
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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
New Account Information
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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
New Account Information
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Enter all remaining
information associated
with the new account.
Ownership: Ind.,
Corp., LLP, etc.
Ward: If applicable
Open Date= Open
date of business
Filing=M,Q,X,O,S,A
Change Date=
Effective date of filing
status change
Coding of New Account
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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
SIC Codes
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SIC: Standard
Industrial
Classification
Codes
Codes can be
accessed on the
Web or JPI has
built in dictionary
List of Batches
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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)
List of Batches
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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.
List of Batches
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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.
Automatic Import of Electronic
Payments
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Import
Button
Used to
automatically post
returns
downloaded from
online filers.
No data entry
required.
Tax Returns
View Only
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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
Batch Summary
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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
List of Batch Items
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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
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.
Hotel/Motel
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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.
Hotel / Motel Posting Screen
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This screen shows
the same
information as
Sales Tax. The
format is modified
for the Hotel/Motel
posting.
License and Permits
Occupational
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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
Insurance
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Posting screen for
Insurance
payments
Reports Menu
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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
Reports Menu
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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
Reports Menu
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This section lets
you print all
dictionary tables,
the master file
codes, and send
mailing address to
excel.
Compliance Tab on Main Menu
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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
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
Compliance Work list Tab
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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
Estimates - Penalty
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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.
DA – Bankrupt Tab
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This screen allows
you to track
manually and add
comments for DA
and Bankrupt
information