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To import tax data for a new tax year, follow the procedure below.

How to Import Tax Data

Go to Payroll > Maintenance > Tax Period.

The Tax Period Maintenance screen opens.

2.

Click the Import New Financial Year Data button located on the header of the result list.

If tax data for a new tax period is available for import, a confirmation message opens to indicate that the data was imported successfully and a new row appears on the Tax Period Maintenance screen showing the start and end dates of the tax year and the details of when and who imported the tax data. Alternatively, if there is no new tax period data that can be imported, a message is displayed to indicate this and no new entries are shown on the Tax Period Maintenance screen.

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