Summary
This guide explains how to change employee tax codes at the beginning of a new tax year in Sage 50 Payroll.
Resolution
What you need to do in the 2021/2022 tax year
There are no tax code changes to make. However, you are still required to clear the Week 1/Month 1 flag.
- On the toolbar, click Clear, then click Swap.
- Click Tasks, then click Global Changes.
- Click Tax codes, then click Clear W1/M1 flag.
- Click Yes, then click OK.
P9(T) notification
You may also receive changes to tax codes for individual employees using form P9(T) from HM Revenue & Customs (HMRC). You can receive this either in paper format by post, or electronically through the HMRC Secure Mailbox.
If you receive any P9 forms from HMRC, you should apply these after you make the changes above as it can cause codes to be increased incorrectly. Read more >
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