The import file must be a comma delimited file. Each column heading needed for import file is listed below. The import file must follow the exact order as presented below; if this order is not exact the import will be unsuccessful.
@IDType will be the first column in the file. The data in this column specifies which field will be used to identify the assignment that the manual adjustment is being created for. The following codes can be used in the @IDType column and each code is associated with a specific assignment level field.
RSNO = Relocation System Number
ASID = AssignmentID
FHID = From Employee ID
FTID = From National ID Number
FSID = From Social Insurance ID
FNID = From National Tax ID
FPID = From Payroll ID
THID = To Employee ID
TTID = To National ID Number
TSID = To Social Insurance ID
TNID = To National Tax ID
TPID = To Payroll ID
@ID, this column will contain the data associated with the field identified in the @IDType column (i.e. the actual Relocation System Number or AssignmentID, etc.).
The following scenarios will result in the import not creating a tax adjustment record for the identified assignment:
if an invalid code is used in the @IDType column
if the assignment identified in the file is inactive
if more than one assignment exists for the identifying information used (i.e. two assignments with a Relocation System Number = 1)
if the assignment identified in the file does not exist in the system
@TaxYear, this column will provide the tax year for the manual tax adjustment being created. The data used in this column must be a valid four digit tax year (i.e. 2008).
@ReportDate, this column will set the Report Date for the manual tax adjustment being created. The data used in this column must be a valid date in an mm/dd/yyyy format.
@PayrollDate, this column will apply a Payroll Sent Date to the manual tax adjustment being created. This date will tie this adjustment to data that has been previously reported. The data used in this column must be a valid date in an mm/dd/yyyy format.
@CANFederalTA, this column will provide the Tax Assistance amount for the Canada Federal Tax Authority. The data used in this column must be a numeric value up to 2 decimal points (i.e. 122.34).
@CANCEITA, this column will provide the Tax Assistance amount for the Canada Employment Insurance Tax Authority. The data used in this column must be a numeric value up to 2 decimal points.
@CANCPPTA, this column will provide the Tax Assistance amount for the Canada Pension Plan Tax Authority. The data used in the column must be a numeric value up to 2 decimal points.
@CANQEITA, this column will provide the Tax Assistance amount for the Quebec Employment Insurance Tax Authority. The data used in this column must be a numeric value up to 2 decimal points.
@CANQPPTA, this column will provide the Tax Assistance amount for the Quebec Pension Plan Tax Authority. The data used in this column must be a numeric value up to 2 decimal points.
@DepProvinceCd, this column will set the Departure Province associated with the Departure Province Tax Assistance amount. The data used in this column must be a valid two digit provincial code.
@DepProvinceTA, this column will provide the Tax Assistance amount for the Departure Province Tax Authority indicated in the previous column. The data used in this column must be a numeric value up to 2 decimal points.
@DestProvinceCd, this column will set the Destination Province associated with the Destination Province Tax Assistance amount. The data used in this column must be a valid two digit provincial code.
@DestProvinceTA, this column will provide the Tax Assistance amount for the Destination Province Tax Authority indicated in the previous column. The data used in this column must be a numeric value up to 2 decimal points.
@DepLocalCd1, this column will set the Departure Local associated with the first Departure Local Tax Assistance amount. The data used in this column must be a valid local code (i.e. EQPA0001).
@DepLocalTA1, this column will provide the Tax Assistance amount for the first Departure Local indicated in the previous column. The data used in this column must be a numeric value up to 2 decimal points.
@DepLocalCd2, this column will set the Departure Local associated with the second Departure Local Tax Assistance amount. The data used in this column must be a valid local code.
@DepLocalTA2, this column will provide the Tax Assistance amount for the second Departure Local indicated in the previous column. The data used in this column must be a numeric value up to 2 decimal points.
@DepLocalCd3, this column will set the Departure Local associated with the third Departure Local Tax Assistance amount. The data used in this column must be a valid local code.
@DepLocalTA3, this column will provide the Tax Assistance amount for the third Departure Local indicated in the previous column. The data used in this column must be a numeric value up to 2 decimal points.
@DepLocalCd4, this column will set the Departure Local associated with the fourth Departure Local Tax Assistance amount. The data used in this column must be a valid local code.
@DepLocalTA4, this column will provide the Tax Assistance amount for the fourth Departure Local indicated in the previous column. The data used in this column must be a numeric value up to 2 decimal points.
@DestLocalCd1, this column will set the Destination Local associated with the first Destination Local Tax Assistance amount. The data used in this column must be a valid local code.
@DestLocalTA1, this column will provide the Tax Assistance amount for the first Destination Local indicated in the previous column. The data used in this column must be a numeric value up to 2 decimal points.
@DestLocalCd2, this column will set the Destination Local associated with the second Destination Local Tax Assistance amount. The data used in this column must be a valid local code.
@DestLocalTA2, this column will provide the Tax Assistance amount for the second Destination Local indicated in the previous column. The data used in this column must be a numeric value up to 2 decimal points.
@DestLocalCd3, this column will set the Destination Local associated with the third Destination Local Tax Assistance amount. The data used in this column must be a valid local code.
@DestLocalTA3, this column will provide the Tax Assistance amount for the third Destination Local indicated in the previous column. The data used in this column must be a numeric value up to 2 decimal points.
@DestLocalCd4, this column will set the Destination Local associated with the fourth Destination Local Tax Assistance amount. The data used in this column must be a valid local code.
@DestLocalTA4, this column will provide the Tax Assistance amount for the fourth Destination Local indicated in the previous column. The data used in this column must be a numeric value up to 2 decimal points.