How do I generate the Test CSV file?
The Test CSV file can be generated and downloaded from the Tax Certificate Run screen.
Navigate > Reports > Reports > Tax Certificate Run
Step 1: Select "retrieve file and reports for February" from the "what would you like to do:" drop down.
Navigate > Reports > Reports > Tax Certificate Run
Step 1: Select "retrieve file and reports for February" from the "what would you like to do:" drop down.
Step 2: Select the tax year period for which the Test CSV file will be created.
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Step 3: Navigate to the "Year End Tax File" category on the screen, choose "TEST" from the drop-down and select "Save and Retrieve File".
The following message will appear at the top centre of the screen.
Step 4: Refresh and access the Tax Certificate Run screen to access and download the generated Test CSV file, which will be stored under the "File History" grid at the bottom of the screen.
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Note! The Test CSV file cannot be generated if the Live CSV file for the period has been generated.
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