Tax NI Details
Tax Tab
Tax Code History Pane
Name | Description |
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New Employee (No P45 Details) |
If the employee has no P45 but have filled in the Starter Check List form from HMRC, use this form to record their employment circumstances, type of Student Loan, Declaration date, and/or flag if the employee is seconded from an overseas employer. Note:If the employee has not filled in a Starter check list form from HMRC, select the Employer option. The statement: C is automatically selected and the employee is placed on the 0T tax code whereby the employee is not eligible for any allowance. |
New Employee (P45 Details) |
Use this form to record the employee's P45 details such as the previous Tax Code, type of Student Loan, last entries on the Deductions Working Sheet (P11) etc. Use this form to declare the employee's employment circumstance. Important:When you receive a P45 form from the employee, you should also be given a New Starter Declaration. Use the Declarations button to record this. |
New Employee (Pension Payroll) | Use this form to record the employee's employment details such as the Previous employer PAYE reference, Date of leaving, total pay to date etc.; whether the employee is receiving a pension as a recently bereaved spouse or civil partner. You can also record the Pension/Income Drawdown/Income Withdrawal details. |
P6/6B Coding Notice |
This type of coding notice will typically be received via a File by Internet download, so will not be manually entered.
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P9 (T) Coding Notice |
This type of coding notice will typically be received via a File By Internet download, so will not be manually entered.
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Manual coding |
Use this form to assign the tax code to a new payroll. Important:This form is only for use during data transfer from other systems i.e. during implementation. |
New Employee (Expat) |
Use this form to record the employee's circumstances, type of student loan, Declaration date, and/or flagged if the employee is seconded from an overseas employer. |
Note:
If there are any tax code changes for an existing employee, the codes would be downloaded via FBI. The tax codes will automatically appear in the Tax Code History pane.
Button Name | Description |
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Take On Tax Adjustments
|
If you are working with a parallel payroll, you can use this button to adjust any Take On tax for the employee to ensure the figures match.
Note:The Pay Schemes RTI functionality must be switched off during the parallel in order for the adjustments to be made. Once the payroll is closed off, you cannot make a tax adjustment. |
Tax Rebates
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If the employee is a casual worker, you can suppress their tax rebate by using this button so that the employee is not paid a tax refund for periods of zero pay.
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Student Loans
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If the employee has student loans, click this button to view details. You can also stop the student loan by entering the stop date here. But if the student loans are set up by FBI, you can view the student loan details by clicking this button.
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National Insurance tab
Name | Description |
---|---|
Irregular Payment to Leaver
|
Click this button if an employee leaves and there is an irregular payment required to be paid, their National Insurance Contribution payment can be calculated on a weekly basis instead of on a monthly basis. For more information, see How do I calculate irregular late payments to leavers?
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Apprentice
|
Click this button to record the dates from which the employee starts and ends their apprenticeship.
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2021-22
|
Click this button to select the desired tax year for the directorship
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Director Status
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If the employee is a director, click this button to calculate National Insurance Contributions in the selected tax year.
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NI Adjustments
|
Used for manual adjustments to the National Insurance Contribution. This is typically only used during implementation for parallel runs.
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New NI Settings
Name | Description |
---|---|
Effective Date
|
Enter the date in which the NI Category is in effect.
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NI Category
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Note:If you do not select a NI Category, the category automatically defaults to A: Standard - Contracted In. |
Employee has an APP
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This option is no longer used and is displayed for historical purposes only.
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CA2700 Received
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Select this check box if the employee is on a reduced rate NI category and defers their National Insurance contributions. For example, the employee is ion state pension age and is category C- retired.
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CA4138, CF383, CF380A Held
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Select this check box if the employee is eligible for married women's reduced rate National Insurance contributions.
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For more information about the National Insurance tab, see How Do I Make NI Category Changes?
HMRC Forms Sent tab
Note:
Once a record is printed and saved, the P45 Printed check box is automatically selected to indicate that it is already printed.