Client/Rate Download

Step-by-step instructions to search for a file containing all of your clients tax rates:

1. After logging in to your agent account, on My Home Page, click on Searches.
2. Click on Client/Rate Download.
3. Enter date parameters to limit your search or leave date fields blank to search for all employer client/rate files, click Search.
4. Select the File ID link for the create date (date the rate download file was created) you choose to view. (See example)
5. 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.

6. The rate file of the selected employers will display. (view the Agent Rate File format)