Starting from 11 September 2024, we introduced a new alert which will show in the alerts tab of the current period. This notifies you of pending tax updates. These pending updates may lead to unintended tax reversion if not addressed promptly.
The new alert acts as an advisory tool to help you review and manage pending tax changes. Here's how it works.
View the impacted team members
Click Payroll tab, then click Alerts tab.
A brief tax history for the affected team members will show, with the most recent tax record at the top.
You can now edit the pending tax data by clicking Go to profile next to the relevant employee's tax record. This provides flexibility to make any necessary adjustments before the tax information is finalised.
If the tax data comes directly from HMRC, the system will lock the data, preventing any edits.
However, clients are still able to delete HMRC updates if required, offering an additional level of control over how tax updates are handled.
Note: This feature doesn't automate any corrective actions. It simply provides advisory information to help clients make informed decisions.