Step 1 - Ensure that you have prepared your AFT Insurance Company spreadsheet document and have saved it in a CSV file format ready to be uploaded. If you have not done this please go back to download the AFT Insurance Company spreadsheet document from "Download Spreadsheet" in the Tasking Zone. Also, please complete the HMRC Pension Efile Setup with Scheme Administrator / Practitioner Details.
Please note - it will take about 3 minutes, depending on the quantity of data, to complete the uploading and validating process. Please do not click on any Tasking Zone button during this time. If you do the file upload will be aborted.