Difference between revisions of "How do I change a tax code?"
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To change the tax codes you will need to: | To change the tax codes you will need to: | ||
| − | Go to {{Menu| | + | Go to {{Menu|{{PR}}|Payroll Parameters/Maintenance|Payroll Parameters|Global Tax Code Change}}. |
* In the {{DataPrompt|Allow:}} column of the {{DataPrompt|L}} code line of the tax code screen enter {{DataValue|60}} to increase ALL '''L''' codes by '''60'''. | * In the {{DataPrompt|Allow:}} column of the {{DataPrompt|L}} code line of the tax code screen enter {{DataValue|60}} to increase ALL '''L''' codes by '''60'''. | ||
* Press {{KeyPress|F2}}. | * Press {{KeyPress|F2}}. | ||
| Line 15: | Line 15: | ||
* Press {{KeyPress|Esc}}. | * Press {{KeyPress|Esc}}. | ||
* When Happy with the changes Press {{KeyPress|F2}} to process the Tax Code Changes. | * When Happy with the changes Press {{KeyPress|F2}} to process the Tax Code Changes. | ||
| + | |||
| + | * [[Getting Started - Payroll]] | ||
| + | * [[How do I Run a Payroll Period?]] | ||
| + | * [[Entering P45 Details/New Starters]] | ||
| + | * [[How do I Create a Department?]] | ||
| + | * [[How do I Change an NI Number?]] | ||
| + | * [[How do I Set Up Payroll Adjustments?]] | ||
| + | * [[How do I Set up Payroll Attachments?]] | ||
| + | * [[Where can I Store Employee Bank Information?]] | ||
| + | * [[Where can I Store my Company Bank Details?]] | ||
{{FAQ}}{{KB_Tags|tax, band, changes, Global}}{{KB_PR}}{{ZN_Admin}} | {{FAQ}}{{KB_Tags|tax, band, changes, Global}}{{KB_PR}}{{ZN_Admin}} | ||
Revision as of 12:42, 25 July 2013
Summary
This Article will explain how to alter the codes for employees within the Payroll system. You may receive P9(T) notification of changes to employee tax codes. If so check from when they are effective and wait until you are in that payroll period before making the changes. You will not necessarily receive notifications for all employees. For those without P9(T) notifications:
More Information
For any employees on an "L" code, increase their current tax code by the notified amount (e.g. 495L becomes 555L when the notified amount is 60) This is done by using the "Global Tax Code Change" part of the system.
To change the tax codes you will need to:
Go to " Payroll Payroll Parameters/Maintenance Payroll Parameters Global Tax Code Change".
- In the "Allow:" column of the "L" code line of the tax code screen enter '60' to increase ALL L codes by 60.
- Press <F2>.
- This will show you a range screen showing all codes and the changes to be made check them over and make sure you are happy with the amounts.
- It is possible to Tag and Untag the various employees if you wish to not update their particular Tax Code at this moment in time.
- Press <F7> to alter the Effective Date. Just over type the Date that is in there.
- Press <Esc>.
- When Happy with the changes Press <F2> to process the Tax Code Changes.
- Getting Started - Payroll
- How do I Run a Payroll Period?
- Entering P45 Details/New Starters
- How do I Create a Department?
- How do I Change an NI Number?
- How do I Set Up Payroll Adjustments?
- How do I Set up Payroll Attachments?
- Where can I Store Employee Bank Information?
- Where can I Store my Company Bank Details?
