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Employee YTD Pay Data

Use

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

Path

Sign-In > employee's YTD Pay Data > View

Fields Available

Employee's YTD Pay Data

Previous P45 employment

The totals in this section refer, if you had started working for your employer / contractor 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 Tax Refund: The total amount of tax refund received to date for the current employment will be displayed here.
• Gross PAYE: The total amount of Pay As You Earn tax paid to date will be displayed here.
• Gross NIC Holiday Reclaim: The total amount of NIC Holiday paid to date in the current employment will be displayed here. This amount can be changed. If you wish to change the amount, enter the amount here and click on Save button to save the changes.

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: Your Upper Accrual Point (UAP) from the National Insurance Earnings Threshold to the Upper Earnings Limit (UEL) 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 / Contractor's NIC: The employer's / Contractor'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 / Contractor's Rebate: The amount of National Insurance rebate the employer / contractor has been entitled to for this current employment in the current tax year to date 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 current employment in the current tax year to date will be displayed here.

Previous NI (National Insurance)

This section displays the previous 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.
• Earnings Up To LEL: The employee's earnings, up to the lower earnings limit for National Insurance Contributions, under the previous NI Category selected for the current employment 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 for the current employment 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: Your Upper Accrual Point (UAP) from the National Insurance Earnings Threshold to the Upper Earnings Limit (UEL) 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 the current employment will be displayed here.
• Employee's NIC: The employee's total National Insurance Contributions for the previous NI Category for the current 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 the current employment will be displayed here.
• Employee's Net NIC: The difference amount of employee's NIC and employee's rebate for the previous NI Category in the current tax year will be displayed here.
• Employer's / Contractor's NIC: The employer's National Insurance Contributions made for the employee for the previous NI Category for the current 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 current employment 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 in the current tax year 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 employment in the current tax year to date will be displayed here.
• Earnings UAP To UEL: Your Upper Accrual Point (UAP) from the National Insurance Earnings Threshold to the Upper Earnings Limit (UEL) 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 / Contractor's NIC: The employer's / Contractor's total National Insurance Contributions made for the employee for the current tax year to date will be displayed here.
• Employer's / Contractor's Rebate: The total amount of National Insurance rebate the Employer's / Contractor's has been entitled to for the current tax year to date will be displayed here.
• Employer's / Contractor's Net NIC: The difference amount of employer's / Contractor's NIC and employer's rebate for the current tax year to date 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.
• Employer's / Contractor's Pension: The total amount of employer's / Contractor's main pension contribution for the current employment in the current tax year to date will be displayed here.
• Employer's / Contractor's Pension (Stakeholder): The total amount of employer's / Contractor's Stakeholder pension contributions for the current employment in the current tax year to date.
• 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.
• 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.
• Holiday Paid: The total amount of holiday pay paid to date in the current employment in the current tax year will be displayed here.

Associated Tasks

• Back: If you have finished viewing the details and wish to leave this screen, click on this button. You will be taken back to the Employee Details screen.

Related Topics

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