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Completing the file
The file you upload must be in .CSV format and can be no more than 5MB in size - you will need to download our template from the declaration website and add your clients' details to this file.
You must not move, edit or delete any of the column headings in the template, as these are required for the declarations to be processed. Each row represents one declaration for one employer.
For help in completing the file take a look at our user guide. This provides a list of all the data items to be included in the declaration and whether they are mandatory or not. If the data item is not required the cell can be left blank.
Uploading the file
Confirmation of the successful file upload will be sent to you by email, and will usually reach you the following day. It will include the details of each client record you submitted.
The email includes a list of the declarations you submitted and whether they were successful or not. If a declaration has not been successfully uploaded you will be provided with the error for why it failed. You can then go back, correct the problem, and resubmit a new declaration file for that organisation by completing steps five to seven again.
Confirmation letters will be automatically sent to the most senior person in each organisation that you've listed in the file for successful declarations. This will include a breakdown of all the information submitted within the declaration.