How to export Test and Live run

You can export tax certificates and reconciliation files for interim or year-end submissions. Options include validation runs, resubmissions, and certificate printing. Ensure you select the correct company, tax year, and export path before proceeding.  the system generates a validation report after export; resolved errors before continuing.

Open the tax certificate export screen

1. On the Navigation Pane, expand Exports.
2. Double-click Tax Certificate Export.

Configure export settings

1. Select:
   • Company: Choose the applicable company.
   • Tax Year: Select the relevant tax year (for example, 2017/2018).
2. Under Export Type, choose one:
   • Termination Rule: Print certificates for terminated employees.
   • Interim Reconciliation: Create a mid-year reconciliation file.
   • Tax Year End: Create year-end reconciliation file and certificates.
   • Validation Run: Validate financial and non-financial data.
   • Resubmission Run – Same Certificates: Resubmit with previous certificate numbers.
   • Resubmission Run – New Certificates: Resubmit with new certificate numbers.
   • Reprint Certificates: Reprint generated certificates.
   • Income Tax Registration (ITREG): Export ITREG file for e@syFile.
   • EMP501 Report Only: Export only the EMP501 report.
3. Select Company Rule Selection for specific rules.
4. Under Certificate Printing Options, choose:
   • Print Certificates: Generate certificates and an EasyFile import file.
5. Under Reports, select:
   • Print Summary Reports
   • Print EMP501 Reports
   • Print Recon Report
6. Under File Options, choose:
   • Generate InfoSlips: Create certificates for InfoSlips.
7. Under Run Type, select:
   • Test: Validate in e@syFile before live run.
   • Live: Export the final file for submission.
8. Specify Export Path and confirm Filename.

Export and validate

1. Click Export CSV to generate the file.
2. Review the Validation Report:
   • Resolve errors before continuing.
   • Warnings allow you to proceed.
3. View the EMP501 Recon Report on screen or export to Excel:
   • Right-click the grid and select Export to XLSX.
4. Close the screen when complete.

Locate the export file

• Find the file in the selected folder.