Excel Import for Tax Take-On Balances
Once you have added your employees, their tax take-on balances can be added to the system in bulk using an Excel import as follows:
- Go to Employees > Bulk Actions > Take-On Tax Totals.
- All employees will be listed by default. You can filter them by selecting specific pay frequencies and/or pay points, if necessary.
- Click Export to Excel to download the template.
- Fill in the relevant totals for each employee. Leave any columns that are not applicable blank – if a column does not apply to any employees, continue to leave it blank and do not delete it.
Once you are done and have saved the file, it can be uploaded as follows:
- Go to Employees > Bulk Actions > Take-On Tax Totals.
- Use the dropdown menu next to Export to Excel, and select “Import from Excel”.
- Verify the information, and click Save.
Please note:
- Use only an import file that was originally downloaded from the page above.
- Do not alter the structure of the spreadsheet at all when completing it – i.e. do not edit, add, remove, or rearrange any rows or columns.
- The file must be saved in Excel (.xls or .xlsx) format.
If you change the structure/format of the downloaded file, you will likely receive an error when you try to upload the file.