How do I generate the Test CSV file for the Bi-Annual Submission?

This feature is available on all PaySpace editions

The Test CSV file can be generated and downloaded from the Tax Certificate Run screen.

Navigate > Reports > Tax Certificate Run

Step 1: Select "retrieve file and reports for August" 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.

      

Step 3: Under 'which tax year end file would you like to create, the live file can only be created once:' 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.

      

Important

The Test CSV file cannot be created if the Live CSV file for the specified period has already been generated.

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