payback.ie

Here are instruction for importing new tax credits.
(Please make sure you have first finished processing payments for the previous year, before importing tax credits and moving onto a new year.)

1. Using your internet browser, Log into ROS
https://www.ros.ie/login.jsp

2. Click on the ROS box icon. Your inbox screen will appear.
3. select the 'View PAYE P2C Details' option.
4. Make sure your tax registration number is filled, and you have selected a Tax Year.
5. Click 'View All'. A new screen will appear displaying the tax credits for your employees.
6. Click 'Export Complete List'
7. A box will appear asking about marking the P2Cs as exported - click OK
8. If asked to 'Save' or 'Open' the file, select 'Save'
9. Choose somewhere you'll be able to find the file, like on your desktop, to save it too.
10. Click 'Close' and exit your browser.

11. Open Payback.
12. Click 'Utility' at the left of the screen.
13. Click the 'Import Tax' icon.
14. In the tax credits import screen, click 'Load File' button at the top of the screen.
15. Select the file you previously saved in step 9
16. The screen will fill with your P2C details. Check to see that you are happy with these.
17. Click the 'Import' button at the top of the screen.


NOTE
Payback matches P2C data using:
- Employer No. (Details tab in Company Screen)
- PPS No. (Contact tab in Employee Screen)

Please make sure that you have entered these correctly before importing P2C files.

If you have not entered an employer number for your existing companies, or have entered it incorrectly, then Payback will not be able to match up your data. If you continue with the P2C import, then a duplicate company will be created.
If you have not entered PPSNs for any of your employees, or they are incorrect, then (like company, above) Payback will not be able to match the employees up to the P2C data. If you continue with the import then duplicate employees will be set up.

If you find that duplicate employees have been set up, these can be deleted by following these instructions:
http://www.payback.ie/phpBB3/viewtopic.php?f=6&t=3

Duplicate companies can be deleted following these instructions:
http://www.payback.ie/phpBB3/viewtopic.php?f=6&t=420