Employee year to date values

This process is suitable for employees without director status. If you need to enter year to date values for a director, follow our handy enter director year to date values guide.

Tax and NI year to date values

To enter your employee's year to date values for tax and NI, follow these steps >

Tax

Click Employee, then select the required employees.
Click Employee Record, then click the Employment tab.
Click YTD Values.
If you received a P45 from the employee or a P6 from HMRC, in the Previous (P45) Employment column, enter the following information:
- Gross Pay for Tax
- Tax Paid
n/a appears for Total Gross Pay for NIC as these values are not required.
In the Current Employment Payments column, enter the following information:
- Total Gross Pay
- Gross Pay for NIC
- Gross Pay for Tax
- Tax Paid
In the Current Employment Notional Payments column, enter the following information:
- Gross Pay for NIC
- Gross Pay for Tax

NOTE: Notional Payments are made up of Benefit in Kind and/or Disguised Remuneration

National Insurance

Click the NIC tab, then enter the following information from the P11 deduction card (NIC):

Earnings Up To LEL
Earnings LEL To PT
Earnings PT To UEL
Employee Contribution
Employer's NIC

Once you've entered these details, click Save, then click Next and repeat these steps for any further employees.

Other year to date values

Click Employee, then select the required employees.
Click Employee Record, then click the Employment tab.
Click YTD Values. As well as the Tax and NIC tabs, you can also see the following tabs:
- Payments & Deductions
- Attachments
- Pension (if more than one pension scheme is assigned)
- Statutory Payments
- Other YTD (if only one pension scheme is assigned, pension year to date fields are in this tab)
Click each tab in turn, and for the selected employee, you can view the required year to date values and edit them if required.
Click OK, then click Save.

Check year to date values are correct

Click Employee, then select the required employees.
Click Reports, then click the Employee folder.
Select the Payment Summary (Part 3) report.
Click Print, then click OK.
Click Close.

If you're adding just YTD values, a dummy FPS isn't needed, unless the employee is a director.