Manually Importing Withholdings Information From a File

You can manually enter multiple records at a time or import data from a spreadsheet to enter withholdings information in multiple records.

  1. Access the Import Data form.

  2. Enter the records manually or copy and paste grid data from a spreadsheet that mirrors the grid in the form.

  3. Correct errors (if any) and click OK to save the data to the table.

    Note: If you import records from a file, the records must have a legal certificate number and must be sorted by issue date.