Prior to uploading a fully populated Tax Import Details Import template saved as a .csv file, the checklist for the new tax year must be created and active. Once the import is complete and Tax Return Details are created for each assignees, the checklist will automatically begin.
Navigate to the System Imports screen using the configuration search tool or click on the "Import Data" menu item under the Import/Export menu heading at the Configuration level.
On the System Imports screen, locate the ‘Generic CSV Import’ name and click [Process].
When [Process] is pressed, a pop-up dialogue box appears allowing you to upload the template. Populate the Description field and click [Select file] to browse for the .csv data file that was just saved.
The selected file name appears in the Upload New File field. Click [Upload File] to upload the file.
Click on [Process Import] to start the import.
The import that has been uploaded appears at the top of the Import History screen. The Status initially starts off as "Submitted for Processing". When the import is successful, a "Processed" status is displayed. Reload the screen using the browser button or by pressing the F5 key to view the latest import status.
Finally check an employee's assignment record to make sure that the Tax Return Details has been imported by the import.
Things to consider as part of importing
Run an import in the Test Site and check an employee's assignment record to make sure that the Tax Return Details has been imported correctly.
After a successful test import in the Test Site, amend the test import to use a Test Employee and run the amended import field in the Production Site.
After a successful import in Production Site, proceed to import data using the prepared import file with real employees.