Tax Certificate Export - How to Export Test and Live Run

The Tax certificate export can be done for Tax Year End, Mid-Year submission or Validation purposes.

On the Navigation pane

Expand ???????????? ?Exports

Double click???????Tax Certificate Export

After completing the selection screen, the certificates can now be exported by selecting Export CSV.

A Validation Report will generate. Should there be any Errors, the Tax certificate export will not be able to continue.? You will however be able to continue with Warnings.

The EMP501 Recon Report can be viewed on screen, or alternatively be exported to Excel.? To Export to Excel, please right click on the grid and then select Export to XLSX.? If you do not wish to export to Excel, the screen can now be closed.

The export will now be complete and the export file can be found it the selected folder.

The End...

Information source: Sage Knowledgebase