Flag employees for manual tax certificates

Flag a single employee for manual tax certificate

1. From the Navigation pane, expand Employee Management.
2. Select Employee.
3. Choose the applicable employee.
4. Select Employee Detail.
5. Select Tax Definition.
6. On the applicable tax record, tick Manually Issued.
7. Save the changes.

Flag multiple employees using a user-defined batch

1. Set up a user-defined batch (see the guideline on how to set up, verify, and process a batch).
2. On the Field Selection page:
   • Expand Employees.
   • Expand Employee Tax.
   • Select Manual Issue.
3. Change Manual Issue to TRUE for employees who need manual certificates.
4. Import the batch into the system:
   • From the Navigation pane, expand Utilities.
   • Expand Batches.
   • Select Batch Instance Management.
   • Click Create New Batch.
   • In the batch wizard, click Next.
   • Select the template created in the user-defined batch.
   • Make any layout changes if needed.
   • Click Next.
   • Browse to the saved file and import it.
   • Confirm the message showing the number of employees included.
   • Map the fields to the sheet with the correct information.
   • Click Next, then Finish.
5. Verify and process the batch (see the guide on batch processing).