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Export tax certificates to InfoSlips

Created on  | Last modified on  Highlight Matches

Summary

How to export tax certificates to InfoSlips in Sage 300 People.

Description

Exporting tax certificates to InfoSlips allows you to distribute employee tax certificates electronically. Ensure you select the correct company, tax year, and export type before generating the file.

Resolution

Export tax certificates

  1. Expand Exports from the Navigation pane.
  2. Select Tax Certificate Exports.
  3. Choose the company, tax year, and select Reprint Certificates as the export type.
  4. Under File Options, tick Generate InfoSlips and select an export location.
  5. At the top left of the ribbon, select Export CSV to export your tax certificates to InfoSlips.