There may be times when a team member has been put on an incorrect national insurance (NI) category for one or more periods. This may result in incorrect contributions and submissions to HMRC with the wrong values.
In these situations, you need to correct the contributions for any periods in which they were on the wrong NI category. To make this easier for you, you can backdate a team member’s NI category change. This results in an automatic recalculation of contributions in the current period.
Backdate a category change
To backdate a category change for a team member, follow the steps below:
Click Team then click the relevant employee
Click the Information.
In the Tax status section, click Edit.
Click Add an NI category change then select the correct NI category.
Select the Backdate category change check box then enter the effective from date.
Click Preview backdated NI calculations.
Review the calculations then close the preview.
Click Save.
View backdated contributions on the P32
You can view a breakdown of the contributions, separately from the normal pay run’s NI. To do this:
Click Reporting
In Paycircle Detailed P32 Report, click Open report.
Check the report for the backdated correction.
To save the report, click Export as. You can then export as a:
CSV
PDF
XLS