Can I resubmit tax certificates for selected employees during the Annual Submission?

Yes. An option has been added to the Tax Certificate Run screen to enable users to regenerate the certificate numbers and the certificate file only for selected employees.

      Navigate > Reports > Tax Certificates > Year End Tax File

      

How does it work?

1. The user can choose to generate a resubmission file with new certificate numbers for selected employees within the frequency.
2. The employees to be included must be selected to resubmit on the "Tax Certificates and Historical Drill Down" screen.
   
   
3. These options will only be available once a LIVE run has been generated for a February submission.
4. If the user opts to generate a resubmission, then they will be prompted to enter a resubmission prefix, which will be used in the certificate number as part of the regeneration process.
5. A new live RESUBMISSION file will be available for download, with the new certificate numbers.
6. These new certificate numbers will return on the tax certificates in the "Certificate No." field.
7. This will update the tax certificate which is downloaded from the employee's "Tax Certificates and Historical Drill Down" screen and the "IRP5 / Lump Sum Certificates" legislative report.
8. If the user selects "Create Final Tax Certificates for Terminated Employees" then the below warning message will appear:
   

Warning: Please note: Once the final tax certificate number is created for terminated employees, if a resubmission for all employees is generated, these employees will be included. A resubmission for selected employees will be required if terminated employees should not be included.

If the user selects "is this a resubmission? Yes - for all employees" or "is this a resubmission? Yes - for selected employees" then the below warning message will appear:

Warning: Please note that a LIVE or Resubmission file has already been generated, and any resubmission will override the current file. Download and save the current file for your record keeping.

PaySpace Impact:

1. This function is only available from the 2023 Tax Year.
2. Employees who have a 'Final Tax Certificate' will be included in the resubmission.
3. Once a resubmission is generated, the original LIVE file will no longer be available for download.
4. Multiple resubmissions will be allowed, however, it will be the user's responsibility to capture a new unique "resubmission prefix".
5. If a 'Manual number" is captured on the "Tax Certificates / Historical Drill Down" screen in order to exclude an employee from the tax file, if the "Resubmit" field is also selected, then the employee will be included in the file. The user must deselect the "Resubmit" field.
6. If the resubmission file is deleted, the user will need to recreate the Live CSV file.

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