HMRC sends out P9 notifications:

• At the start of a new tax year, to set the employee's tax code
• During the tax year, if an employee's tax-free income changes

This means you don't update any year-to-date values.

You're prompted to enter any tax code changes at the start of the tax year, as you process your first pay run. 

Alternatively, you can update the tax code from the employee record at any time:

1. Select Employees from the menu bar, and then select the relevant employee.
2. Under Current Tax Details, enter the new Tax Code.
3. If required, select or clear the Week1/Month1 checkbox.
4. Select Save.

You can amend a completed pay run if you've processed a pay run and forgot to change the tax code. 

Using the HRMC notices feature

You now have access to HMRC notices in Sage Payroll. Once enabled, the system can check for new notices from HMRC automatically. You can review the details and then apply them.

For more information, read:

• Set up HMRC notices 
• Processing HMRC notices