Run a paperless mandate instruction process

From Revenue, click EFT. The EFT page appears.

Click Generate paperless mandate instructions. The Paperless Mandate Instruction Process page appears.

Note: To run a paperless mandate instruction process from its status page, click Start process under Tasks.

Under Paperless mandate instruction process, click the double arrows beside the process to run.

Click Start process. The Run paperless mandate instruction process screen appears.

In the Processing date field, select the date to use as the sent date for the instruction records created by the process. When you run the process, the program automatically updates the transactions included in the process with this sent date

To request an audit trail input record, select Request audit trail input record. When you select this checkbox, the Audit Print Identifier field in the User Header Record of the transmission file displays AUD0100.

To add line breaks between records in the transmission file, such as to make the file easier to read, select Append line breaks between records.

Select whether to create a selection that includes the revenue transactions with instruction records that successfully process. If you select Create selection from results, enter a unique name to identify the output selection. To overwrite an existing selection with the same name with the new output selection, select Overwrite existing Selection.

Click Start. The program runs the paperless mandate instruction process. When the process is complete, the status page for the process appears. For information about the items on the status page, refer to Paperless Mandate Instruction Process Status Page.