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How to export Tax Certificate data

Created on  | Last modified on  Highlight Matches

Summary

How to export tax certificate data from Sage 300 People to Excel. It applies to the Tax Certificate Export feature.

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.

 

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.