KB20230705/01: Sage 300 People Tip & Trick – How to upload Tax Certificates to Web Self Service (WebSS)

After a tax submission has been done, a Bulk release of Tax Certificates can be done to Web Self Service (WebSS).

Please note – Once released it will appear on Employee’s Web Self Service immediately. It is advisable to release only once submitted on E@syfile and everything is in order.

Follow the below steps to release the Tax Certificates from the Navigation pane:

Step 1 – Expand Utilities

Step 2 – Expand Bulk Employee Update

Step 3 – Double click on Release Tax Certificate to ESS

Step 4 – Select the Employees

Before starting a bulk process, select the employees for which the bulk update must be applied. Use the Basic Filter to select the required employees.

Step 5 – Once you have applied the filter and selected the required employees, click on the Update button

The following message will be displayed:

Step 6 – Click on Yes

The following screen will be displayed:

Please Note – If you need to withdraw Tax Certificates from ESS, untick the Release to ESS tick box and click on Update Employees.