Pre-update
The Payment Summary (Part 1) Portrait report shows student loan deductions for the current period.
TIP:
Run the Payment Summary Part 2 if you need to view an employee's NI'able earnings, which is the value student loan calculates on.
- Select the required employee then click Payroll.
- Click Pre-update Reports then click Summary.
- Click Payment Summary (Part 1) Portrait.
- Click Preview then click OK.
Post-update
The form P32 shows student loan deductions for a particular tax period.
- Click Reports then click Period End.
- Click Form P32 - Employer Payment Record.
- Click Preview then enter the correct tax month then click OK.
The following post-update reports also show student loan values:
- Employee Student Loan Deductions
- P11 Deduction Card (NIC Details)
- Payment Summary History Part 1
To find these reports, select the required employee click Reports then Employee.
View year to date information
- Click Employee then select the required employee.
- Click Employee Record then Employment.
- Click YTD Values then click Other YTD.
[BCB:141:Limitless - 50 Payroll - Statutory Payments:ECB]