Difference between revisions of "How do I change a tax code?"

From Catalyst
Jump to: navigation, search
(See Also)
(See Also)
Line 18: Line 18:
 
== See Also ==
 
== See Also ==
 
* [[:Category:Getting Started|Getting Started]]
 
* [[:Category:Getting Started|Getting Started]]
 +
* [[:Category:FAQ|Frequently Asked Questions]]
 
* [[Getting Started - Payroll]]
 
* [[Getting Started - Payroll]]
 
* [[How do I Run a Payroll Period?]]
 
* [[How do I Run a Payroll Period?]]

Revision as of 15:43, 20 August 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.

See Also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
tax, band, changes, Global