To run the Tax Credit Upload Process:The Tax Credit Upload process enables you to upload the tax credits of eligible employees into the PAYE table from the data file provided by the Revenue Commission. It validates the data file through a series of audit and exception reports and specifies standard rate cut-off amounts for each employee.
You can run the Tax Credit Upload process in three modes:
Validate Only: Run the process in this mode to generate an audit report showing the impact of uploading the tax data in the Revenue Commission credit file. This file may contain data that is out of sequence with information already in the system, thus causing P45 data submitted previously on paper or by other means to be overwritten. The audit report enables you to compare PAYE data in the system with the information in the Revenue Commission file and identify errors or discrepancies before you upload the file.
Validate and Commit: Run the process in this mode to upload the tax credit data in the Revenue Commission file and save it to the database. This mode generates an exception report identifying records that are uploaded successfully as well as those that fail to upload.
Validate and Rollback: Run the process in this mode to upload the tax credit data into the database without saving it. When the process is complete, it restores the original data set, allowing validations and checks to occur directly in the database without overwriting information already in the system. At the end of the process, the system generates a report showing which assignments can be successfully uploaded.
You can view the uploaded tax credits in the Tax Information window.
Run the Tax Credit Upload process from the Submit Request window.
To run the Tax Credit Upload Process:Submit a new request with a request type of Request Set.
Select Tax Credit Upload in the in the Request Set field.
Click in the Parameters field to open the Parameters window.
Enter the path to the location of the data file provided by the Revenue Commission.
Select the Employer PAYE Reference number you entered when setting up your business group.
Enter the tax year for which the tax credits are being uploaded.
Select the validation mode to specify whether the tax credit upload process is to only validate, validate and commit, or validate and rollback.
Select the payroll name, specify whether it is a monthly or weekly payroll, and click OK.
Click Submit.
To view the audit and exception reports, click Output in the Concurrent Request Monitoring/Viewing window.