The first step in adding the 2017 tax record to Client Care Desktop (CCD) is to save the excel spreadsheet ‘Tax Tables_2017_2018’ to your desktop as you will need to import this file into your system.
To import the 2017/18 tax record into CCD, navigate to Setup > Tables:
Click on any tax table in the list, you will see the following screen:
From the top menu, click on File > Import Records > File, and navigate to the excel spreadsheet you previously saved on the desktop, select and click Open.
You will be presented with the following screen:
Select Field Names and then click OK.
Choose Add new records and View by matching names then click Import:
Leave Perform auto-enter options unticked and click OK:
Your new 2017 tax record will now be imported into the Client Care Desktop system as follows: