In every expense run where you've processed ERR qualifying payments, you need to report the values to Revenue on or before the date you pay the employees.
Once you've generated the file in PeopleXD Expense, to transfer it to Revenue, follow the steps below in back office.
Click Expense, then click Update.
Click Enhanced Reporting Requirements.
From the Generate/Transfer drop-down menu, select Transfer Submission Files.
In the Expense Company field, enter the relevant expense company code.
For each relevant expense group, select the Transfer File check box.
Click Browse, then choose where you want to save the file.
Click Transfer, then click OK.
Revenue then responds to the transfer, and the Status column shows one of the following:
Acknowledged: Revenue successfully received the transfer.
Rejected: Revenue rejected the file. The rejection reason also appears in the Status column.
Pending: You've transferred the file to Revenue, however, they haven't processed it yet.
📌 Note: If the status is Pending, to request an update from Revenue, click Run Check. You shouldn't re-generate and attempt to transfer the submission file again.
If you've transferred multiple submission files for the same period, for example, an original submission and a correction submission, we recommend you also complete a Check ERR Run process.
Confirm transfer
Once you've transferred the file and completed the Check ERR Run process, you need to confirm the transfer. To do this, follow the steps below.
Click Expense, then click Update.
Click Enhanced Reporting Requirements.
From the Generate/Transfer drop-down menu, select Transfer Submission Files.
In the Expense Company field, enter the relevant expense company code.
For the relevant submission, select the Confirmed check box.
Click Save, then click Yes.