Skip to main content

Employee Tax Status tab overview

Guidance on how to use the employee Tax Status tab.

Debs avatar
Written by Debs
Updated over 5 months ago

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:

  1. The date for the NI category change.
    Note: You can then preview the backdated calculation.

  2. 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.

Did this answer your question?