Preparation

You need to have the SystemID and the corresponding password set for Adonis in Altinn. 

Access

To access the Export | Tax information, the user needs to have Write access to the Routine 776 Tax Information Adonis Control Centre.

To access the Import | Tax information, the user needs to have Write access to the Routine 756 Tax Information Adonis Control Centre.

Step-by-Step

Export persons to receive Tax Card file

1. Go to Tools | Export | Tax information
   
   

   Open

   

2. In the dialogue window chose the following

   • Selection - Select who you want to order new Tax cards for
     All Persons - will include both Active and De-active employees for the whole company you have as the Open Client.
     Entire Crew Selection - will include all persons in the Crew List View you have selected before going into the Export tool
     Tagged persons - will only include those persons you have actively tagged in the Crew List View. 
     Untagged persons - will include those persons you did not actively tag in the Crew List View
     Selected person - will only include the one person you have selected in the Crew List View

   • Select the Tax year you want to fetch Tax Cards for

   • Select if you want to have an automatic warning sent from Altinn when any of the employees in the file changes their Tax Informatio

   • Select if you have fetched Tax Cards for the selected Year earlier.
     Yes - Select this option if you have previously requested tax cards for all employees and you now only want to request for new employees.
     No - This option is selected one time in the beginning of the year, or if you start using Adonis as your payroll system in the middle of the year.

   • Select who you want to fetch Tax Cards for - This option is only available when you select Yes on item 3
     1. Only for the ones that has changed tax information since last time you requested a file
     OR
     2. The ones that you have selected in the crew list view, and in addition the file you get back will include anyone that has changed tax information since last request.

   • If you chose the second option above you can select if you would like to only fetch new Tax Information for persons that has changed Tax cards since last time you requested an update, or you can enter the date you want to receive new information from 

   • Enter the mobile phone number and the email of the contact person. 
     
     

     Open

     

3. Click Export

4. You will get a report on the screen that shows all persons that will be part of the export file.

5. Click Close when you are ready

6. Fill in mandatory details in the next dialogue window as follows

   • System ID - This is the id of the Adonis system as set up in Altinn

   • Particpant Id - Company organization number

   • Password - The password that follows the System ID
     
     

     
     
     
     

   • The Batch ID and Sender Ref is not needed to be filled in by the user. 

7. Click on Send Current Batch

8. Batch Detail will show if the file was successfully sent to Altinn. 

Import Tax Card file received from Altinn

1. Log into Altinn and find the reply on your order. 
   
   

2. Click on "(Last ned)" to download the file to your computer. 

3. Find the file in Windows Explorer under the Downloads folder. 
   
   

4. Right-click on the file and select Extract All...
   
   

5. Select Browse to find the place you want to extract the file to. 
   Make sure it is a place that is easy to find when you go into Adonis to import. 
   
   

6. Go into Adonis Personnel Manager and select Tools | Import | Tax Information
   
   

7. Click OK on the Warning
   
   

8. Browse until you get to the folder you extracted the Tax card file to, and then select Open
   
   

9. The tax information is now imported.