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Former Employee YTD Pay Data Details

Use

The Year To Date (YTD) pay data screen displays the cumulative totals of the former employee till his/her date of leaving. You can view the current NI (as on date of leaving), previous NI and total National Insurance details of the former employee for the tax year.

Path

Employee > Former Employee Details > View > YTD Pay Data > View

OR

Bureau Main Page > Admin Payrun > Enter > Employee > Former Employee Details > View > YTD Pay Data > View

OR

Multi-Sites Payroll Starter > Head Office Details > Employee > Former Employee Details > View > YTD Pay Data > View

Fields Available

Employee's YTD Pay Data

Previous P45 employment

The totals in this section refer to employees who started working for you part way through the new tax year. The values relate to the previous employment only.

Current employment

These totals refer to values in the tax year from this employment only values from any previous employment are not included.

Tax Year To Date values

These totals include values from both the previous employment and the current employment in the tax year.

• Total Gross Pay: The total gross pay of the employee, prior to any deductions being made will be displayed here.
• Gross Pay For Tax: The total amount of gross pay for the tax year which is subject to tax before any tax free allowances have been deducted or any additional pay is added in the case of K codes will be displayed here.
• Gross Pay For NI: This field displays the total amount of gross pay for the tax year that is subject to National Insurance contributions.
• Gross Pay For Pension: This field displays the total amount of gross pay for the tax year that is subject to Pension contributions for the current employment only.
• Gross Tax Refund: The total amount of tax refund received for the tax year for the current employment will be displayed here.
• Gross PAYE: The total amount of Pay As You Earn tax paid for the tax year will be displayed here.
• Gross NIC Holiday Reclaim: The total amount of NIC Holiday paid for the tax year in the current employment will be displayed here.

Current National Insurance as on date (last date of employment)

This section displays the current NI cumulative totals of the employee as on date of leaving for the tax year.

• NI Category: This field displays the National Insurance category the employee has been under, as on date of leaving.
• Earnings Up To LEL: The employee's earnings up to the National Insurance Lower Earnings Limit (LEL) for the tax year will be displayed here.
• Earnings LEL To ET: The employee's earnings between the National Insurance Lower Earnings Limit and the Earnings Threshold (ET) for the tax year will be displayed here.
• Earnings ET To UEL: The employee's earnings to date (as on date of leaving) from the National Insurance Earnings Threshold to the Upper Earnings Limit (UEL) for the tax year will be displayed here.
• Earnings Above UEL: The employee's earnings above the National Insurance Upper Earnings Limit for the tax year will be displayed here.
• Employee's NIC: The employee's total National Insurance Contributions for the tax year will be displayed here.
• Employee's Rebate: The amount of National Insurance rebate the employee has been entitled to for the tax year will be displayed here.
• Employee's Net NIC: The difference amount of employee's NIC and employee's rebate for the tax year will be displayed here.
• Employer's / Contractor's NIC: The employer's / Contractor's National Insurance Contributions made for the employee for the tax year will be displayed here.
• Employer's / Contractor's Rebate: The amount of National Insurance rebate the employer / contractor has been entitled to for the tax year will be displayed here.
• Employer's / Contractor's Net NIC: The difference amount of employer's / Contractor's NIC and employer's / Contractor's rebate for the year will be displayed here.

Previous NI (National Insurance)

This section displays the previous NI cumulative totals of the employee for the tax year.

• NI Category: This field displays any previous National Insurance category the employee has been under, for the tax year.
• Earnings Up To LEL: The employee's earnings, up to the lower earnings limit for National Insurance Contributions, under the previous NI Category selected will be displayed here.
• Earnings LEL To ET: The employee's earnings, between the lower earnings limit and the employee's earnings threshold for National Insurance Contributions, under the previous NI Category selected will be displayed here.
• Earnings ET To UEL: The employee's earnings, from the employee's earnings threshold up to the upper earnings limit for National Insurance Contributions, under the previous NI Category for the tax year will be displayed here.
• Earnings Above UEL: The employee's earnings, above the upper earnings limit for National Insurance Contributions, under the previous NI Category for tax year will be displayed here.
• Employee's NIC: The employee's total National Insurance Contributions for the previous NI Category for the tax year will be displayed here.
• Employee's Rebate: The amount of previous National Insurance rebate that the employee has been entitled to, under the previous NI Category for tax year will be displayed here.
• Employee's Net NIC: The difference amount of employee's NIC and employee's rebate for the previous NI Category for the tax year will be displayed here.
• Employer's / Contractor's NIC: The employer's / Contractor's National Insurance Contributions made for the employee for the previous NI Category for the tax year will be displayed here.
• Employer's / Contractor's Rebate: The amount of National Insurance rebate the employer / contractor has been entitled to, under the previous NI Category for the tax year will be displayed here.
• Employer's / Contractor's Net NIC: The difference amount of employer's / Contractor's NIC and employer's / Contractor's rebate for the previous NI Category for the tax year will be displayed here.

Total NI (National Insurance)

This section displays the cumulative totals of current and previous NI for the tax year.

• Earnings Up To LEL: The employee's total earnings up to the National Insurance Lower Earnings Limit (LEL) for the tax year till date of leaving will be displayed here.
• Earnings LEL To ET: The employee's total earnings between the National Insurance Lower Earnings Limit and the Earnings Threshold (ET) for the tax year till date of leaving will be displayed here.
• Earnings ET To UEL: The employee's total earnings to date from the National Insurance Earnings Threshold to the Upper Earnings Limit (UEL) for the tax year till date of leaving will be displayed here.
• Earnings Above UEL: The employee's total earnings above the National Insurance Upper Earnings Limit for the tax year till date of leaving will be displayed here.
• Employee's NIC: The employee's total National Insurance Contributions for the tax year till date of leaving will be displayed here.
• Employee's Rebate: The total amount of National Insurance rebate the employee has been entitled to for the tax year till date of leaving will be displayed here.
• Employee's Net NIC: The difference amount of employee's NIC and employee's rebate for the tax year till date of leaving will be displayed here.
• Employer's / Contractor's NIC: The employer's / Contractor's total National Insurance Contributions made for the employee for the tax year till date of leaving will be displayed here.
• Employer's / Contractor's Rebate: The total amount of National Insurance rebate the employer / contractor has been entitled to for the tax year till date of leaving will be displayed here.
• Employer's / Contractor's Net NIC: The difference amount of employer's / Contractor's NIC and employer's / Contractor's rebate for the tax year till date of leaving will be displayed here.

Others

This section displays the Pension, other pay and deduction totals of the employee for the current employment in the selected tax year to date.

• Employee's Pension (Main): The total amount of employee's main pension contribution for the tax year till date of leaving will be displayed here.
• Employee's Pension (Stakeholder): The total amount of the employee's Stakeholder pension contributions for the tax year till date of leaving will be displayed here.
• Employee's Pension (AVC): The total amount of the employee's pension Additional Voluntary Contributions for the tax year till date of leaving will be displayed here.
• Employee's Pension (FSAVC): The total amount of the employee's pension Free Standing Additional Voluntary Contributions for the tax year till date of leaving will be displayed here.
• Employer's / Contractor's Pension: The total amount of employer's / Contractor's main pension contribution for the tax year till date of leaving will be displayed here.
• Employer's / Contractor's Pension (Stakeholder): The total amount of employer's / Contractor's Stakeholder pension contributions for the tax year till date of leaving.
• Statutory Sick Paid: The total amount of Statutory Sick Pay (SSP) paid for the tax year till date of leaving will be displayed here.
• Statutory Maternity Paid: The total amount of Statutory Maternity Pay (SMP) paid for the tax year till date of leaving will be displayed here.
• Statutory Paternity Paid Adoption: The total amount of Statutory Paternity (Adoption) Pay paid for the tax year till date of leaving will be displayed here.
• Statutory Paternity Paid Birth: The total amount of Statutory Paternity (Birth) Pay paid for the tax year till date of leaving will be displayed here.
• Statutory Adoption Paid: The total amount of Statutory Adoption Pay (SAP) paid for the tax year till date of leaving will be displayed here.
• Student Loan Paid: The total amount of student loan repayments the employee has made in the tax year till date of leaving will be displayed here.
• Attachment Paid: The total amount of any attachments made to date in the current employment in the selected tax year will be displayed here.
• Holiday Paid: The total amount of holiday pay paid to date in the current employment in the selected tax year will be displayed here.

Associated Tasks

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Related Topics

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