
Navigate > Reports > Tax Certificate Run
Complete the dropdown fields.
What would you like to do:
Select ‘Retrieve files and reports for February’. Email this report to me in the above format. (Optional) Which year would you like to view for this frequency:
Select '01 March 2024 --> 28 February 2025’. Which tax year end file would you like to create, the live file can only be created once:
Select ‘TEST’.
The Test CSV file can be located and downloaded from the File History grid at the bottom of the screen.
