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Edit employee's New Tax Code Change / History

Use

In this screen you can edit the tax code change details of your employee.

Path

Employee > View/Edit Employee Details > View/Edit Link > Employee's Tax Code Details > View/Edit > Edit

OR

Bureau Main Page > Admin Payrun > Enter > Employee > View/Edit Employee Details > View/Edit Link > Employee's Tax Code Details > View/Edit > Edit

OR

Multi-Sites Payroll Starter > Head Office Details > Employee > View/Edit Employee Details > View/Edit Link > Employee's Tax Code Details > View/Edit > Edit

Fields Available

Fields marked with an asterisk (*) are mandatory.

• Tax Regime: If the employees wages need to be calculated according to the UK, Wales or Scotland payroll rules and regulations, then select the appropriate option from the drop down list
• New Tax Code: Enter here the new tax code of the employee provided by the HM Revenue & Customs.
• Issued Form: Here the form issued to you by HM Revenue & Customs to change the tax code of your employee will be displayed.
• Notified Reference: Select from the drop down "YES" or "NO" the notified reference here.
• Tax Code Change Reason: The reason for the change in tax code of this employee will be displayed here.
• Week 1 / Month 1 Indicator: If the employee needs to be taxed on a week 1 or month 1 basis, then select Yes from the drop down list. When a code is operated on a week1 or month1 basis it is non-cumulative, which means that the employees "cumulative" earnings in the year are ignored when calculating the tax; instead tax is calculated only on their earnings in the current pay period. In other words, every time the employee is paid, the tax is calculated as if it were the first pay period of the tax year.
• Effective Start Date: Entered date from which this tax code takes effect as mentioned on the form issued by HM Revenue & Customs will be displayed here.
• Date of Issue: Entered date of issue will be displayed here, when the HM Revenue & Customs issued the tax code.
• Reference No.: You can enter the reference number here.

Associated Tasks

• Cancel: If you wish to exit this screen without saving the changes, click on this button.
• Save: If you are sure about all the entries and wish to continue, click on this button. You will be taken back to the Employee Tax Code Change/History Details screen, where all the changes can be viewed.

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