Employee Management - Employeee - Manual Tax Certificate

To flag an employee for manual tax certificate.

From navigation pane                                                                                                            

Expand              Employee Management                                                                                       

Select                             Employee                                                                                                                  

Select                             the applicable employee                                                                                           

Select                            Employee Detail                                                                                                            

Select                             Tax Definition

 

 

 

 

 

 

 

On the applicable tax record tick Manually Issued and the Save the changes.

To flag multiple employees for manual issue you should you User Defined Batch.

Click here for guideline on how to setup, verify and process a User Defined Batch.

On the Field Selection Page of the User Defined Batch:

Expand  Employees                                                                                                                               

Expand               Employee Tax 

Select:                Manual Issue

 

 

 

 

 

Change Manual Issue to TRUE if the employee is supposed to be get a manual certificate

Then import the batch into the system, below are steps on how to import a batch.

From navigation pane

Expand  Utilities                                                                                                                        

Expand     Batches                                                                                                                

Select       Batch Instance Management                                                                                  

Click-on   Create New Batch

 

 

 

 

A batch wizard will open click Next

Select the template that you have created on User Defined Batch.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

You can make changes on this screen should you want to make modifications to the layout.

Select Next.

Click on this icon to browse to where you have save the file that you want to import

 

 

 

 

 

 

 

 

 

Once the file is imported you will get a message mentioning how many employees’ data is included in the file. Select OK. 

 

 

 

 

 

 

 

 

Please Map the Fields to sheet that has the information you would like to import.

Select Next.

 

 

 

 

Then click on Finish to complete the import

 

 

 

 

 

 

 

 

 

Then you will have to verify the batch and process, you can use the guide on how to setup, verify and process batch. 

 

Click here for steps on how to add a Manual Tax Certificate in e@syfile.