Instructions on using EUSD_Disclosure.XLT - 01/03/2006

Overview

This Excel Template (.XLT) is to be used by Agents who need to make an EUSD Disclosure. 
Details can be filled in for the Paying Agent and each Client. 

An application can be downloaded that will validate the data then send the data 
securely to Jersey Income Tax Web Server, where the data will be processed accordingly. 

This application can be downloaded from the following web address 

- http://www.jsytax.je/eusd	

and click on the 'EUSD Disclosure Transfer Application link'.


Template Use.

1. Double click EUSD_Disclosure.XLT to open in Microsoft Excel.

2. Enter relevant information in the appropriate boxes, adding one row for each client.

3. Highlight the whole of Row 1 (Creation Date | Paying Agent Tax Ref ... etc.).

4. Select Edit -> Delete from the Edit Menu.

5. Highlight the whole of Row 3 (Member Country | Title ... etc).

6. Select Edit -> Delete from the Edit Menu.

7. Select File -> Save As from the File Menu.

8. In the drop down box entitled 'Save as Type' choose 'CSV (Commad Delimited)(*.csv)'.

9. In the next pop up screen that appears choose 'Yes' to keep this format.

9. Save this file to a location of your choice (My Documents maybe).

10. The saved file than will be called EUSD_Disclosure1.CSV by default.

11. It can now be sent to Jersey Income Tax either via email or a secure connection by
    the use of the application detailed above or emailed to eusd@jsytax.org.