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Why does American Funds provide a preliminary file report?

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Why does American Funds provide a preliminary file report?

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This report is provided to give you the opportunity to correct the data file before the end of the year. To make changes, follow either one of these two steps: • Update your PDI file and upload it prior to year-end. When you run your new census report after your final payroll file, it will reflect the updated information. • Run a new census file after your year-end PDI file has been uploaded, import the file into Excel, update the most recent data, save it as a .txt file and then upload it through the compliance link for testing.

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