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Employee YTD Details

Use

As you are migrating the employee's payrun data from another package, you need to enter the employee's year to date details in this screen. Once you enter the year to date values of this employee, you can continue this employee's payrun process using our package.

Path

Employer / Contractor Details > Add New Employee > Employee NI & PAYE Tax Details > Migrate data from another package > Employee Year to Date Details

OR

Payroll Bureau Starter > Account Details > Enter > Employer / Contractor Details > Add New Employee > Employee NI & PAYE Tax Details > Migrate data from another package > Employee Year to Date Details

OR

Multi-Sites Payroll Starter > Head Office Details > Employee > Add New Employee > Employee NI & PAYE Tax Details > Migrate data from another package > Employee Year to Date Details

Fields Available

Employee's Year To Date Details (Migrate From Other Package)

• Previous Package Last Tax period: Enter here the last tax period in which the wages were calculated for this employee using the previous payroll package.

Previous Package Total Pay To Date (TD) (For Current Employment Only)

• Total Gross Pay TD: Enter here the total gross pay to date of this employee, prior to any deductions being made, in the current employment only and as detailed in the previous payroll package.
• Total Tax Paid TD: Enter here the total tax to date paid by this employee, for the current employment only and as detailed in the previous payroll package.
• Total Gross Pay Subject to Tax TD: Enter here the gross pay subjected to tax to date of this employee, for the current employment only and as detailed in the previous payroll package.
• Total Gross Pay Subject to NIC TD: Enter here the gross pay subjected to National Insurance Contributions to date of this employee, for the current employment only and as detailed in the previous payroll package.

Previous Package Current NI Contribution To Date (TD) (For Current Employment Only)

• SCON: Enter here the SCON number provided to employee (if any), by the pension scheme office, if the employee qualifies for a reduced amount of NI contribution.
• Earnings Up To LEL TD: Enter here the employee's earnings to date, up to the lower earnings limit for National Insurance Contributions for the current employment only and as detailed in the previous payroll package.
• Earnings LEL To ET TD: Enter here the employee's earnings to date, between the lower earnings limit and the employee's earnings threshold for National Insurance Contributions for the current employment only and as detailed in the previous payroll package.
• Earnings ET To UAP TD: Enter here the employee's earnings to date, between the employee's earnings threshold up to the upper accrual point limit, for National Insurance Contributions for the current employment only and as detailed in the previous package.
• Earnings UAP To UEL TD: The employee's earnings to date, between the employee's upper accrual point up to the upper earnings limit, for National Insurance Contributions for the current employment only and as detailed in the previous package.
• Earnings Above UEL TD: Enter here the employee's earnings to date above the upper earnings limit, for National Insurance Contributions for the current employment only and as detailed in the previous payroll package.
• Employee's NI Contributions TD: Enter here the employee's total National Insurance Contributions to date for the current employment only and as detailed in the previous payroll package.
• Employee's Rebate TD: Enter here the amount of National Insurance rebate to date, the employee has been entitled to for the current employment only and as detailed in the previous payroll package.
• Employer's / Contractor's NI Contributions TD: Enter here the employer's / Contractor's total National Insurance Contributions to date for the current employment only and as detailed in the previous payroll package.
• Employer's / Contractor's Rebate TD: Enter here the amount of National Insurance rebate to date, the employer / contractor has been entitled to for the current employment only and as detailed in the previous payroll package.

Previous Package Previous NI Contribution To Date (TD) (For Current Employment Only)

• NI Category: This field displays any previous National Insurance category the employee has been under, in the current employment only and as detailed in the previous payroll package.
• Employee Contributions TD: This field displays the employee's previous total National Insurance Contributions to date for the Category specified, in the current employment only and as detailed in the previous payroll package.
• Employer Contributions TD: This field displays the employer's / Contractor's previous total National Insurance contribution to date for the Category specified in the current employment only and as detailed in the previous payroll package.
• Action: This field displays the various tasks associated with the data in each row e.g. Save, Edit, Delete, etc.

Previous Package Other Payment & Deduction To Date (TD) (For Current Employment Only)

• Statutory Sick Paid TD: Enter here the amount of Statutory Sick Pay, paid to this employee to date for the current employment only and as detailed in the previous payroll package.
• Statutory Maternity Paid TD: Enter here the amount of Statutory Maternity Pay, paid to this employee to date for the current employment only and as detailed in the previous payroll package.
• Statutory Adoption Paid TD: Enter here the amount of Statutory Adoption Pay, paid to this employee to date for the current employment only and as detailed in the previous payroll package.
• Statutory Paternity Birth Paid TD: Enter here the amount of Statutory Paternity (Birth) Pay, paid to this employee to date for the current employment only and as detailed in the previous payroll package.
• Statutory Paternity Adoption Paid TD: Enter here the amount of Statutory Paternity (Adoption) Pay, paid to this employee to date for the current employment only and as detailed in the previous payroll package.
• Total Student Loan Paid TD: Enter here the total Student Loan repayments this employee has made to date for the current employment only and as detailed in the previous payroll package.

Previous Package P45 Details

• Total Gross Pay For Tax TD: Enter here the total gross pay for tax to date of this employee as stated in the P45 (if any) provided by this employee for the current employment only and as detailed in the previous payroll package.
• Total PAYE Tax Paid TD: Enter here the total PAYE tax to date paid by this employee stated in the P45 (if any) provided by this employee for the current employment only and as detailed in the previous payroll package.

Previous Package Previous Year Holiday Balance

• Total brought forward holiday balance days: Enter here the balance of holiday days brought forward from the previous years as detailed in the previous payroll package for this employee.

Associated Tasks

• Back: If you wish to go back to the previous screen, then click on this button.
• Continue: To continue with this process, enter the required details and click on this button.

Related Topics

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