Upload Pension Amend Scheme CSV File

Upload Pension Amend Scheme CSV File


Step 1 - Ensure that you have prepared your Pension Amend Scheme 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 Pension Amend Scheme spreadsheet document from "Download Spreadsheet" in the Tasking Zone. Also, please complete the HMRC Pension Efile Setup with Scheme Administrator / Practitioner Details.


Click Browse to Select Amend Scheme Header CSV file.


Click Browse to Select Pension Amend Scheme Update Establisher CSV file.


Click Browse to Select Pension Amend Scheme New Establisher CSV file.


Click Browse to Select Pension Amend Scheme Cessation Establisher CSV file.


Click Browse to Select Pension Return (Non-Occupational) Details CSV file.


(optional)


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.

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