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Schedule SSA KeyPunching


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Guest anagpal
Posted

I am tired of key punching huge batch of separated participants in Scheule SSA. Does anyone know any method of importing data in Sch SSA from spreadsheet or adobe file or any other method. Please suggest.

Thanks

Amit Nagpal

Posted

Sounds like a question to direct to the "Help" section of your software.

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

Guest M. Martin
Posted

If you are using Relius Government Forms it has a feature under Utilities where you can create what is called a Link Map to import participants from an excel file into the Schedule SSA. Setting up the initial template and testing it takes a little time but after that it literally only takes a couple of seconds to import a file containing any number of participants.

Corbel has web seminars on this topic and the next one is scheduled for July 1st. I just finished creating our set-up and it is a beautiful thing!

Guest f1234
Posted

Datair's current version of the reporter also allows you to create a CSV file and import directly into the SSA reporter module. It is very quick. I created an extraction from the calculation system of likely employees for the SSA and then edited to the correct format in Excel, then imported the CSV.

Guest anagpal
Posted

Thanx Martin!!

I have already done that but we generally get SSA info in tiff format. It is difficult to convert the same in text format but on creation of the same in text format some of the data gets corrupted. Anyways, i dont think there is any possible solutions for importing data from a tiff file to Sch SSA. Besides, transferring from excel format we can also transfer data from an text file as well by creating ASCII link map but i think excel one is more user friendly as we need to be very particular about field length while entering data in a text file.

Amit

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