Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Create a spreadsheet with the specific column headings are click here for a template. 
    • EMPLOYEE_ID
    • DED_CODE
    • COVID_SELF
    • COVID_OTH
    • COVID_EMER
  2. Fill in the ID, code for Federal "001", and the amounts that you have tracked for each individual.
  3. The 3 COVID fields have max amounts.
    • COVID Self - $5,110
    • COVID Other - $2,000
    • COVID Emergency - $10,000
  4. Save the spreadsheet as a .CSV.

    Tip

    Remember the format of the DED_CODE column needs to be 3 characters in length for the system to recognize the leading zeros in the 001 deduction.   If the DED_CODE column is not formatted as text before entering values you You can change the length to 3 characters by going to 'Format Cells', selecting Custom and typing in 000. Screenshot below:


  5. Transfer the .CSV file to Reflections using FileZilla or the File Transfer in Reflections

  6. To upload the data go to USPLOAD, then the DEDSCN option. 

    Code Block
    MENU>USPLOAD

  7. View the COVID amounts in your employee's 001 Federal Tax Deduction Record.


...