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View Employee YTD Pay Data Details

Use

The Year To Date (YTD) pay data screen displays the cumulative totals of the selected employee for the current tax year. You can view the year to date current NI, previous NI and total National Insurance details of the employee here.

Path

Employee > View/Edit Employee Details > View/Edit Link > Employee's YTD Pay Data > View

OR

Bureau Main Page > Admin Payrun > Bureau Own Payroll > Employee > View/ Edit Employee Details > View/Edit Link > Employee's YTD Pay Data > View

OR

Multi-Sites Payroll Starter > Head Office Details > Employee > View/Edit Employee Details > View/Edit Link > Employee's 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 current tax year. The values relate to the previous employment only.

Current employment

These totals refer to values in this current 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 and the current employment in the current tax year.

• Total Gross Pay: The total gross pay to date of the employee, prior to any deductions being made will be displayed here.
• Gross Pay For Tax: The total amount of gross pay to date 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 to date that is subject to National Insurance contributions for the current employment only.
• Gross Pay For Pension: This field displays the total amount of gross pay to date that is subject to Pension contributions for the current employment only.
• Gross PAYE: The total amount of Pay As You Earn tax paid to date will be displayed here.
• Gross PAYE Refund: The total amount of PAYE refund received to date for the current employment will be displayed here.

Current NI (National Insurance)

This section displays the current NI cumulative totals of the employee for the current employment in the current tax year.

• NI Category: This field displays any previous National Insurance category the employee has been under, in the current employment only.
• Earnings Up To LEL: The employee's earnings up to the National Insurance Lower Earnings Limit (LEL) for the current employment in the current tax year to date 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 current employment in the current tax year to date will be displayed here.
• Earnings ET To UAP: The employee's earnings to date from the National Insurance Earnings Threshold to the Upper Accrual Point (UAP) for the current employment in the current tax year to date will be displayed here.
• Earnings UAP To UEL: The employee's earnings to date from the National Insurance Earnings Threshold to the Upper Earnings Limit (UEL) for the current employment in the current tax year to date will be displayed here.
• Earnings Above UEL: The employee's earnings above the National Insurance Upper Earnings Limit for the current employment in the current tax year to date will be displayed here.
• Employee's NIC: The employee's total National Insurance Contributions for the current employment in the current tax year to date will be displayed here.
• Employee's Rebate: The amount of National Insurance rebate the employee has been entitled to for this current employment in the current tax year to date will be displayed here.
• Employee's Net NIC: The difference amount of employee's NIC and employee's rebate for the current employment in the current tax year to date will be displayed here.
• Employer's NIC: The employer's National Insurance Contributions made for the employee for the current employment in the current tax year to date will be displayed here.
• Employer's Rebate: The amount of National Insurance rebate the employer has been entitled to for this current employment in the current tax year to date will be displayed here.
• Employer's Net NIC: The difference amount of employer's NIC and employer's rebate for the current employment in the current tax year to date will be displayed here.

Total NI (National Insurance)

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

• Earnings Up To LEL: The employee's total earnings up to the National Insurance Lower Earnings Limit (LEL) for the current tax year to date 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 current tax year to date will be displayed here.
• Earnings ET To UAP: The employee's earnings to date from the National Insurance Earnings Threshold to the Upper Accrual Point (UAP) for the current tax year to date will be displayed here.
• Earnings UAP To UEL: The employee's earnings to date from the National Insurance Earnings Threshold to the Upper Earnings Limit (UEL) for the current tax year to date will be displayed here.
• Earnings Above UEL: The employee's total earnings above the National Insurance Upper Earnings Limit for the current tax year to date will be displayed here.
• Employee's NIC: The employee's total National Insurance Contributions for the current tax year to date will be displayed here.
• Employee's Rebate: The total amount of National Insurance rebate the employee has been entitled to for the current tax year to date will be displayed here.
• Employee's Net NIC: The difference amount of employee's NIC and employee's rebate for the current tax year to date will be displayed here.
• Employer's NIC: The employer's total National Insurance Contributions made for the employee for the current tax year to date will be displayed here.
• Employer's Rebate: The total amount of National Insurance rebate the employer has been entitled to for the current tax year to date will be displayed here.
• Employer's Net NIC: The difference amount of employer's  NIC and employer's  rebate for the current tax year to date will be displayed here.
• Employee's NI Refund: The employee's national insurance refund will be displayed here.

Others

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

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

Associated Tasks

• Done: If you have finished viewing the details and wish to leave this screen, 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 details screen.

Related Topics

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