To Make Global Tax Code Changes

Changing L, M or N tax codes

  1. Open the Payroll folder and then click Global Changes or click the Payroll & HR tab on the Ribbon Bar and then click Payroll - Global Changes.

  2. Click Tax Code Changes.

  3. If you are using groups, in the Select Payroll Groups list, click to select the group(s) you want to process and then click OK.

  4. In the boxes provided, type the change for the suffixes required. You can enter a negative amount to reduce a code's value.

  5. Click OK.

  6. On the Publisher form, click the tab to select the output device you want to use and then complete any settings or options you want to apply to the output device. To process the output, click Publish.

Changing tax codes, taxpayer regimes and Week1/Month1 indicators

  1. Open the Payroll folder and then click Global Changes or click the Payroll & HR tab on the Ribbon Bar and then click Payroll - Global Changes.

  2. Click Tax Code Changes.

  3. If you are using groups, in the Select Payroll Groups list, click to select the group(s) you want to process and then click OK.

  4. Click Action and select Employee Selection.

    1. Set the sequence and employee range as required.  

    2. Under Automatically set, to change tax regimes select:

      Selected employees as Scottish taxpayers or
      Selected employees as Rest of the UK taxpayers or
      Selected employees as Welsh taxpayers as necessary.

      This will update the setting on the next form for each employee so that you don't have to do it manually.

    3. Click OK.

  5. On the Tax Code Changes - Updates form, make the necessary changes under Change to.

  6. Click OK. You can view a report to check what the changes will be for each employee before the changes will be made. To do so, on the Publisher form, click the tab to select the output device you want to use and then complete any settings or options you want to apply to the output device. To process the output, click Publish.

  7. When the About to apply tax changes to the selected employees message is displayed, click Yes to update each employee's details, or No to return to the Tax Code Changes - Updates form.