Documentation | User Guide

Documentation | User Guide

Upload withholding data

This part of the guide explains how to upload withholding data.

Once this operation has been completed, the page displays all the loaded, unloaded or transferred data. For more information on how to display loaded data, click on the following link Display withholdings data loaded summary,

Step 1 - Go to the page Withholdings Data Loaded Summary

  1. Go to the Interface module;
  2. Choose the Withholdings option;
  3. Click the Withholdings Data Loaded Summary menu. This action opens the Withholdings Data Loaded Summary page (508:1004);

Step 2 - Uploaded withholdings data

  1. Click the Create button. This action opens the Upload withholdings page (508:1003).
  2. Go to the Data Loading section;
  3. Click the Choose a file button and choose the file to upload from your desktop. This action displays the file to be uploaded;
  4. Fill out the other required fields (identified by a red asterisk *). For example, Withholder's TIN, File To Upload, etc.;
  5. Click the Submit button. This action loads the data and refreshes the Upload withholdings page (508:1003);