Pay run is still open and not yet paid

1. Update the tax code / student loanA government loan that students can use to help pay for their education. settings against the permanent employee record.

2. Check this change is reflected in the open pay tun.

Impact on the employees: None

• The net pay paid to employees will be correct.

• The tax code and tax deducted reported and paid to HMRCHis Majesty's Revenue and Customs is a non-ministerial department of the UK Government responsible for the collection of taxes, the payment of some forms of state support, the administration of other regulatory regimes including the national minimum wage and the issuance of national insurance numbers. will be correct.

Pay run finalised but not yet paid

Fix 1: Recommended

1. Re-open the Payroll and update the tax code / student loanA government loan that students can use to help pay for their education. settings against the permanent employee record.

2. Ensure the change is reflected in the now open pay run.

3. Re-finalise the payroll and submit the new FPSFull Payment Submission is an RTI online submission to be sent on or before each payday. This informs HMRC about the payments and deductions for each employee. / payment file.

Impact on the employees: None

• The net pay paid to employees will be correct.

• The tax code and tax deducted reported and paid to HMRCHis Majesty's Revenue and Customs is a non-ministerial department of the UK Government responsible for the collection of taxes, the payment of some forms of state support, the administration of other regulatory regimes including the national minimum wage and the issuance of national insurance numbers. will be correct.

Fix 2:

1. Make the changes and these come into effect next pay run.

Impact on the employees: Some

• For employees not on a week 1 tax code, this should correct itself over the remainder of the year.

• For employees on a week 1 tax code, this won't necessarily correct itself, but HMRC would either issue a rebate, or adjust the tax code dependent on the under/overpaymentA situation in which an employee receives more money than they are entitled to, often due to an error in the payroll calculations. of tax.

Pay Run first impacted is Finalised and has had payments made to employees

Fix 1: Recommended

1. Re-open the Payroll and make the tax code changes against permanent employee records.

2. Ensure the change is reflected in the now open Pay Run.

3. Re-finalise the Payroll and submit the new FPSFull Payment Submission is an RTI online submission to be sent on or before each payday. This informs HMRC about the payments and deductions for each employee..

4. Make a net adjustment in the following ray run to correct for the net pay under/over paid to the employee.

If there is an overpaymentA situation in which an employee receives more money than they are entitled to, often due to an error in the payroll calculations./underpayment follow the procedures in the contract of employment or employee hand book.

Impact on the employees: None

• The net pay paid to employees will be incorrect, and will need manually adjusting the following period.

• The tax code and tax deducted for the impacted that is reported and paid to HMRCHis Majesty's Revenue and Customs is a non-ministerial department of the UK Government responsible for the collection of taxes, the payment of some forms of state support, the administration of other regulatory regimes including the national minimum wage and the issuance of national insurance numbers. will be correct for the impacted pay run.

Fix 2:

1. Make the changes and these come into effect next pay run.

Impact on the employees: Some

• The net pay paid to employees will be incorrect.

• For employees not on a week 1 tax code, this should correct itself over the remainder of the year.

• For employees on a week 1 tax code, this won't necessarily correct itself, but HMRC would either issue a rebate, or adjust the tax code dependent on the under/overpayment of tax.

1. Open the required company.

2. Go to Employees.

3. Select the required employee.

4. Select Pay Options.

    

5. Select Tax & NI.

6. Enter the Tax Code.

7. Select Week 1 / Month 1 as required.

   

8. Select Update Employee.

1. Open the required company.

2. Go to Employees.

3. Select the required employee.

4. Select Pay Options.

    

5. Go to Other.

6. Select Student LoanA government loan that students can use to help pay for their education. if required.

   • Choose the required plan.

7. Select PostGrad Loan if required.

   • Choose from Yes or No.

8. Select Update Employee.

1. Open the required company.

2. Go to Employees.

3. Select the required employee.

4. Select Employment and select Overview.

5. Go to Declaration and Choose B This is now my only job but since last 6 April I have had another job, or received taxable Jobseeker’s Allowance, Employment and Support Allowance or taxable Incapacity Benefit. I do not receive a State or Occupational Pension.

   

This will allow you to edit the opening balance.

6. Select Update Employee.

7. Select the employee.

8. Go to More and select Opening Balances.

   

9. Go to Previous Employer (P45A P45 is a document issued by an employer to an employee when they leave a job. It shows details about the's employment, including their start and end dates, how much they were paid, and how much tax they paid during their employment. The is made up of four parts: Part 1 is sent to HM Revenue & Customs (HMRC), Part 1A is kept by the employer, and Parts 2 and 3 are to the employee as a record of their earnings and tax paid. The P45 is an important document that employees need to give to their new employer when they start a new job as it provides information about their tax code and previous earnings, which helps the employer calculate their tax and National Insurance contributions.).

10. Enter the correct figures.

    

11. Select Back to Employee then Update Employee.