The import file must be a comma delimited file. Each column heading needed for the import file is listed below for the following scenarios:

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 being updated. The following codes can be used in the @IDType column and each code is associated with a specific assignment level field.

@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 import will not update an assignment for the following scenarios:

@UpdateAuthorities, this column will indicate whether or not the tax authorities will be updated for a particular assignment. Either a ‘Y’ or ‘N’ can be used in this column. The ‘Y’ value will update the tax authorities for that given assignment and the ‘N’ value will not update the tax authorities for that given assignment.

@DepWorkState, this column will update the identified assignment’s Departure Work State Authority. The data used in this column must be a valid two digit state code (i.e. CA).

@DepResidentState, this column will update the identified assignment’s Departure Resident State Authority. The data used in this column must be a valid two digit state code.

@DestWorkState, this column will update the identified assignment’s Destination Work State Authority. The data used in this column must be a valid two digit state code.

@DestResidentState, this column will update the identified assignment’s Destination Resident State Authority. The data used in this column must be a valid two digit state code.

@DeleteLocal, this column can be used to delete any existing locals that have been saved to the identified assignment. Either a ‘Y’ or ‘N’ can be used in this column. The ‘Y’ value will delete any existing local authorities and the ‘N’ value will not remove any existing local authorities.

@DepLocal, this column will add the local authority listed to the identified assignment’s Departure Local Authorities. The data used in this column must be a valid local code (i.e. EQPA0001).

@DestLocal, this column will add the local authority listed to the identified assignment’s Destination Local Authorities. The data used in this column must be valid local code.

@UpdateIncome, this column will indicate whether or not the income and tax information will be updated for a particular assignment. Either a ‘Y’ or ‘N’ can be used in this column. The ‘Y’ value will update the income and tax information for that given assignment and the ‘N’ value will not update the income and tax information for that given assignment.

@TaxYear, this column will identify the tax year that the income and tax information update should be made for. The data used is this column must be a valid four digit tax year (i.e. 2008).

@IncomeEffectiveDate, this column will update the Effective Date for each YTD or Annual wage amount that is updated in the import. If the @IncomeEffectiveDate is left blank when YTD or Annual wages are inserted or updated the import will use current date as the Income Effective Date.

(i.e. if the import is updating the YTD Wages for the Destination Work State only then the Effective Date column will only be updated for that authority)

@FederalAnnualSalary, this column will update the amount in the Federal Annual Salary field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points (i.e. 75540.50).

@FederalYTDWages, this column will update the amount in the Federal YTD Wages field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@OASDIAnnualSalary, this column will update the amount in OASDI Annual Salary field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@OASDIYTDWages, this column will update the amount in the OASDI YTD Wages field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@MedicareAnnualSalary, this column will update the amount in the Medicare Annual Salary field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@MedicareYTDWages, this column will update the amount in the Medicare YTD Wages field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@DepWorkStateAnnualSalary, this column will update the amount in the Departure Work State Annual Salary field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@DepWorkStateYTDWages, this column will update the amount in the Departure Work State YTD Wages field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@DepWorkStateMonthsInState, this column will update the Departure Work State Months in State column for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 digits

@DepResidentStateAnnualSalary, this column will update the amount in the Departure Resident State Annual Salary field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@DepResidentStateYTDWages, this column will update the amount in the Departure Resident State YTD Wages field or the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@DepResidentStateMonthsInState, this column will update the Departure Resident State Months in State column for the assignment and tax year indicated. The data used in this column must be numeric value up to 2 digits

@DestWorkStateAnnualSalary, this column will update the amount in the Destination Work State Annual Salary field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@DestWorkStateYTDWages, this column will update the amount in the Destination Work State YTD Wages field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@DestWorkStateMonthsInState, this column will update the Destination Work State Months in State column for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 digits.

@DestResidentStateAnnualSalary, this column will update the amount in the Destination Resident State Annual Salary field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@DestResidentStateYTDWages, this column will update the amount in the Destination Resident State YTD Wages field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@DestResidentStateMonthsInState, this column will update the Destination Resident State Months in State column for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 digits.

@DepLocalAnnualSalary, this column will update the amount in the Departure Local Authority Annual Salary field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@DepLocalYTDWages, this column will update the amount in the Departure Local Authority YTD Wages field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@DestLocalAnnualSalary, this column will update the amount in the Destination Local Authority Annual Salary field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@DestLocalYTDWages, this column will update the amount in the Destination Local Authority YTD Wages field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

EmployeeTaxInfo.FilingStatusCd, this column will update the filing status for the assignment and tax year indicated. The following codes can be used in the EmployeeTaxInfo.FilingStatusCd column and each code is associated with a specific filing status.

EmployeeTaxInfo.Dependents, this column will update the number of Dependents for the assignment and tax year indicated. The data used in this column must be a numeric value with no decimal points.

EmployeeTaxInfo.QualifiedChildren, this column will update the number of Qualified Children for the assignment and tax year indicated. The data used in this column must be a numeric value with no decimal points.

EmployeeTaxInfo.Bonus, this column will update the amount in the Bonus field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

EmployeeTaxInfo.NonReloSupplementalWages, this column will update the amount in the Non Relo Suppl Wages field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

EmployeeTaxInfo.OtherNonWageIncome, this column will update the amount in the Other Non Wage Income field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

EmployeeTaxInfo.OtherWageIncome, this column will update the amount in the Other Wage Income field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

EmployeeTaxInfo.SpousalEarnings, this column will update the amount in the Spousal Earnings field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

EmployeeTaxInfo.PriorEmploymentEarnings, this column will update the amount in the Prior Employment Earnings field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@EmployeeTaxInfoDeductionRule, this column will update the Deduction Options for the assignment and tax year indicated. The following codes can be used in the @EmployeeTaxInfoDeductionRule column and each code is associated with a specific deduction option.

@EmployeeTaxInfoItemizedBaseMethod, this column will update the Itemized Deduction Base section for the assignment and tax year indicated. The following codes can be used in the @EmployeeTaxInfoItemizedBaseMethod column and each code is associated with a specific itemized deduction base method.

Note: A value is only needed in this column if DEIT or DEBE has been used in the @EmployeeTaxInfoDeductionRule column.

@EmployeeTaxInfoItemizedBaseAmount, this column will update the Itemized Deduction Base Amount field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

Note: A value is only needed in this column if IDAM has been used in the @EmployeeTaxInfoItemixedBaseMethod column.

@EmployeeTaxInfoDeductionTableName, this column will update the Itemized Deduction Base Table field for the assignment and tax year indicated. The following tables name can be used in @EmployeeTaxInfoDeductionTableName column and each name is associated with a specific itemized deduction table.

Note: A value is only needed in this column if IDTB has been used in the @EmployeeTaxInfoItemizedBaseMethod column.

@EmployeeTaxInfoAMTOtherTaxesType, this column will update the AMT Other (Non-Income) Taxes section for the assignment and tax year indicated. The following codes can be used in the @EmployeeTaxInfoAMTOtherTaxesType column and each code is associated with a specific AMT Other (Non-Income) Taxes method.

Note: If the @EmployeeTaxInfoAMTOtherTaxesType column is set to AOTT the system will automatically populate the AMT Other (Non-Income) Taxes Table field with the table select in the @EmployeeTaxInfoDeductionTableName column.

@EmployeeTaxInfoAMTOtherTaxesPercent, this column will update the AMT Other (Non-Income) Taxes Percent field for the assignment and tax year indicated. The data used in this column must be a numeric number up to 2 digits.

Note: A value is only needed in this column if AOTP has been used in the @EmployeeTaxInfoAMTOtherTaxesType column.

@EmployeeTaxInfoAMTOtherTaxesAmount, this column will update the AMT Other (Non-Income) Taxes Amount field for the assignment and tax year indicated. The data used in this column must be a numeric number up to 2 decimal points.

Note: A value is only needed in this column if AOTA has been used in the @EmployeeTaxInfoOtherTaxesType column.

The system will only allow certain Itemized Deduction Base and AMT Other (Non-Income) Taxes combinations. These possible combinations are listed below. If the import is being used to update an Assignment’s Deduction Options section then the data within the import must meet one of the allowed combinations.

Note: These column headers are required in the import. Only use these columns for inserting and updating assignments using the Canadian gross up functionality. The import file must be a comma delimited file. Each column heading needed for the 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.

@DepProvince, this column will update the identified assignment’s Departure Province Authority. The data used in this column must be a valid two digit provincial code (i.e. BC).

@DepProvinceAnnualSalary, this column will update the amount in the Departure Province Annual Salary field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points

@DepProvinceYTDWages, this column will update the amount in the Departure Province YTD Wages field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@DestProvince, this column will update the identified assignment’s Destination Province Authority. The data used in this column must be a valid two digit provincial code.

@DestProvinceAnnualSalary, this column will update the amount in the Destination Province Annual Salary field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@DestProvinceYTDWages, this column will update the amount in the Destination Province YTD Wages field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@CANFederalAnnualSalary, this column will update the amount in the Canada Federal Annual Salary field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points (i.e. 75540.50).

@CANFederalYTDWages, this column will update the amount in the Canada Federal YTD Wages field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@CPPAnnualSalary, this column will update the amount in Canada Pension Plan Annual Salary field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@CPPYTDWages, this column will update the amount in the Canada Pension Plan YTD Wages field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@CEIAnnualSalary, this column will update the amount in Canada Employment Insurance Annual Salary field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@CEIYTDWages, this column will update the amount in Canada Employment Insurance YTD Wages field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@QPPAnnualSalary, this column will update the amount in Quebec Pension Plan Annual Salary field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@QPPYTDWages, this column will update the amount in the Quebec Pension Plan YTD Wages field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

@QEIAnnualSalary, this column will update the amount in Quebec Employment Insurance Annual Salary field for the assignment and tax year indicated. The data used in this column must be a numeric value up to 2 decimal points.

Note: These column headers are required in the import. Use these columns for inserts and updates to the General or Tax Authority tabs on the Tax Assistance screen.

@UpdateGeneralandTaxAuthorities, this column will indicate whether or not the general and tax authorities tabs on the Tax Assistance screen will be updated for a particular assignment. Either a ‘Y’ or ‘N’ can be used in this column. The ‘Y’ value will update the general and tax authorities tabs for that given assignment and the ‘N’ value will not update the general and tax authorities tabs.

@TaxationCountry, this column will indicate whether you will be using United States or Canada tax assistance. Either ‘United States’ or ‘Canada’ can be used in this column. The ‘United States’ value will update Taxation Country for that given assignment to support United States tax authorities and ‘Canada’ value will update Taxation Country for that given assignment to support Canadian tax authorities.

@MilesfromOldHomeToOldWork, this column will update the Old Home To Old Work location miles on the General tab of the Tax Assistance screen. Must be entered as an integer greater than or equal to 0 (zero).

@MilesfromOldHomeToNewWork, this column will update the Old Home To New Work location miles on the General tab of the Tax Assistance screen. Must be entered as an integer greater than or equal to 0 (zero).

@NewHire, this column will indicate whether or not the assignment is a New Hire. Either a ‘Y’ or ‘N’ can be used in this column. The ‘Y’ value will check the new hire box and the ‘N’ value leave the new hire box unchecked on the General tab of the Tax Assistance screen.

@QualifiedMove, this column will indicate whether or not the assignment is a Qualified Move. Either a ‘Y’ or ‘N’ can be used in this column. The ‘Y’ value will check the qualified move box and the ‘N’ value leave the qualified move box unchecked on the General tab of the Tax Assistance screen.

@PayrollHoldUntil, this column will update the payroll hold date on the General tab of the Tax Assistance screen. Import valid date using mm/dd/yyyy format (for example June 19th, 2020 would be entered a 6/19/2020).

@TaxVoucherEntry, this column will update the tax voucher policy on General tab of the Tax Assistance screen. Use the tax policy name set up under the Company level.

@TaxPayroll, this column will update the tax payroll policy on General tab of the Tax Assistance screen. Use the tax policy name set up under the Company level.

@TaxYearEnd, this column will update the tax year end policy on General tab of the Tax Assistance screen. Use the tax policy name set up under the Company level.

@WageVoucherEntry, this column will update the wage voucher policy on General tab of the Tax Assistance screen. Use the wage policy name set up under the Company level.

@WagePayroll, this column will update the wage payroll policy on General tab of the Tax Assistance screen. Use the wage policy name set up under the Company level.

@WageYearEnd, this column will update the wage year end policy on General tab of the Tax Assistance screen. Use the wage policy name set up under the Company level.

@DepMultiStateWithholdingRule, this column will indicate whether or not the assignment has a Departure Multi State Tax Withholding rule on the Tax Authority tab of the Tax Assistance screen. You can use the Code or Display Value in this column.

@DestMultiStateWithholdingRule, this column will indicate whether or not the assignment has a Destination Multi State Tax Withholding rule on the Tax Authority tab of the Tax Assistance screen. You can use the Code or Display Value in this column.

@EffectiveTransferDate, this column will update the effective transfer date on the Tax Authority tab of the Tax Assistance screen. Import valid date using mm/dd/yyyy format (for example June 19th, 2020 would be entered a 6/19/2020).