Solution Properties
Solution ID:
200502201934008
Last Modified Date:
Wed Dec 03 13:39:52 UTC 2025
Taxonomy Path:
Case category//How do I...//year-end
Author:
[email protected]
How to export Tax Certificate data
Description
You can export tax certificate data for a selected company and tax year in Sage 300 People. Ensure you have the correct permissions before performing this process.

 

Cause
Resolution

 

Export the tax certificate data

  1. From the Navigation Pane, expand Exports
  2. Double-click Tax Certificate Export
  3. Select Company
  4. Select Tax Year
  5. Select Export Type EMP501
  6. Flag Company Rules to Export
  7. Click Export CSV

Export the report to Excel

  1. When the report displays, right-click anywhere in the grid
  2. Select Export to Excel

The Excel sheet will include data from March of the selected tax year to the current period.

For a detailed document to assist you with reconciliation differences.

Steps to duplicate
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