How do I change a tax code?
From Catalyst
Revision as of 21:45, 26 February 2019 by Katy Kitchen (talk | contribs)
 |
This article or section is out of date and scheduled for a review. Be aware: Content may not match the current version of Platinum. |
Summary
This article will explain how to alter employee tax codes within the Payroll system.
More Information
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:
For any employees on an 'L' code, increase their current tax code by the notified amount (e.g. 1100L becomes 1150L when the notified amount is 50) 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 Maintenance Options Payroll Settings Global Tax Code Change".
- In the "Allow:" column of the "L" code line of the tax code screen enter '50' to increase ALL L codes by 50.
- 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
- How do I run a payroll period?
- Entering P45 Details/New Starters
- How do I Change an NI Number?
- How do I Set Up Payroll Adjustments?
- How do I Set up Payroll Attachments?
- How can I View my P9(T) Documents?
