The Tax Status tab can be used to view and/or update the following points of information:
Tax Code
National Insurance Category
Student Loan
Postgraduate Loan
You can also view a history of any changes made to these details, including what their values were at the time, and the date in which those values were made effective.
Important Notes
When an employee is in set up mode, tax information will be available from both the Tax Status and Information tabs.
Once an employee has been processed through payroll, this information will only be available from the Tax Status tab.
Where do I access this tab?
You can access the new Tax Status tab by clicking Team Members, and then opening a team members record.
Adding a change
You can add a change by using the Add Update button to amend the information from an effective date.
Note: The effective date must be in the current period, and past effective dates cannot be deleted.
Deleting future changes
You can also delete future changes by selecting the action cog ⚙️ next to the relevant record, and then clicking Delete.
Backdated NI Categories
Backdated NI category changes can be actioned from the Add Update button, which will require two effective dates:
The date for the NI category change.
Note: You can then preview the backdated calculation.The effective date for the current period.
Notes:
If using the import function to change tax codes, the effective date will show as the current period pay day.
If you move an employee from one payroll to another, only the current code will move with the employee.