When processing a pay run, you can update an employees tax code. This will automatically update the employees record in Employees.

Alternatively, you can update the tax code directly in the employees record before processing the pay run. 

 NOTE: If you edit a completed pay run, any change to an employee’s tax code applies only to that period. 

While processing an employee’s pay, you can change certain tax details.

 NOTE: If you have a P6 tax code notice, it also includes an employee’s previous pay and tax. You need to update the employee tax code before the pay run.

1. Process the pay run up until the PAY window.
2. Select the employee and then select the name again in green text.
   
3. Within the Edit employee details window, amend the following options as required:
   • Tax Code
   • Week1/Month1
   • NI Category
   • On Trade Dispute
   • Directors preferred calculation method
4. Select Save.