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Bulk release Tax certificate to WebSS

Created on  | Last modified on  Highlight Matches

Summary

How to bulk release Tax Certificates to Web Self-Service (WebSS) on Sage 300 People.

Description

After you submit tax, you can bulk release tax certificates to WebSS.

 NOTE: Once released, tax certificates appear on WebSS immediately. Release them only after submitting on e@syFile and confirming all details. 

Resolution

Open the bulk update screen

  1. On the Navigation Pane, expand Utilities.
  2. Expand Bulk Employee Update.
  3. Double-click Release Tax Certificate to ESS.

Select employees

  1. Use the Basic Filter to choose employees:
    • Company Rule: Mandatory; select one company rule.
    • Remuneration Structure: Select one or more structures.
    • Pay Run Definition: Select one or more pay runs.
    • Job Titles: Select one or more titles.
    • Job Grade: Select one or more grades.
    • Hierarchy: Select one or more hierarchies.
    • Entity Code: Enter codes separated by commas.
    • Quick Employee Code Add: Add codes manually or paste from another source.
    • Load: Import employees from an Excel file after selecting the company rule.
  2. Click OK to display the employee list.

Apply the update

  1. After selecting employees, click Update.
  2. When prompted, click Yes.
  3. To withdraw tax certificates from ESS, clear the Release to ESS tick box and click Update Employees.