Upload Accounting For Tax CSV File
 

Upload Accounting For Tax CSV File
Step 1 - Ensure that you have prepared your AFT Pension Company spreadsheet document and have saved them in a CSV file format ready to be uploaded. If you have not done this please go back to download the AFT Pension Company spreadsheet document from "Download Spreadsheet" in the Tasking Zone. Also, please complete the DIT Pension Efile Setup with Scheme Administrator / Practitioner Details .
Step 2 - Pension Company (AFT)
Click Browse to Upload Pension Company CSV file.
Step 3 - Authorised Surplus (AFT)
Click Browse to Upload Authorised Surplus CSV file.
Step 4 - Lifetime Allowance (AFT)
Click Browse to Upload Lifetime Allowance CSV file.
Step 5 - Your own CSV File Reference
(optional)
Step 6 - Declaration
I declare that the content of this tax return has been approved by the Scheme Administrator.
I declare that the Scheme Administrator has authorised me to submit this tax return.


Warning : 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.