How Do I Upload Payroll Tax Info

After the geography data files are installed, use the Load Geographies for US flow to load data into your installation after an update.

  1. In My Client Groups, click Payroll.

  2. Click Submit a Flow.

  3. Search for your US legislative data group (LDG).

  4. Search for and select Load Payroll Tax Information for US.

  5. Specify the following values.

    Field name

    What you enter

    Data Location

    Location of the file to be used only if it's different from the default location.

    Allow Upload of Older Version

    Allow an older version of the data file to be uploaded, replacing newer data.

    Geographic Category

    Run for Federal and State each month. Run for City, County, and School District as needed.

    Note:

    Federal and state runs can take a couple hours to process. Lower-level runs can take longer.

  6. Click Submit.