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Client rate download

To search for a file containing all of your clients tax rates:

  1. Log in to your agent account.
  2. On My Home Page, click Searches.
  3. Click Client/Rate Download.
  4. Enter date parameters to limit your search or leave date fields blank to search for all employer client/rate files, and then click Search.
  5. Select the File ID link for the create date (date the rate download file was created) you want to view. (See example)
  6. A dialogue box will display asking "Do you want to open or save this file?", click Open. (See example)

    NOTE: If you click Save the rate download file will be saved to your computer.

  7. The rate file of the selected employers will display.

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