Employee Adjustment Information - Earlier Year Update window

Employee Adjustment Information - Earlier Year Update window

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The Employee Adjustment Information window enables you to view and enter various information that will used to make corrections to or adjust amounts reported on the employees’ RTI submission report from a previous year.

Field Descriptions

This field displays the employee’s name. To view more information about this employee, click the zoom arrow to display the Card Information window—Profile view.

This field displays the address of this employee.

The address displayed here was entered as Address 1 in the Card Information window—Profile view. If you wish to change this employee’s address, click the zoom arrow next to the Name field to display the Card Information window, where you can change the address.

National Insurance No.

This field displays the employee’s National Insurance number.

If you wish to change this number, click the zoom arrow next to the Name field to display the Card Information window—Profile view, then click the Payroll Details tab.

Update for Tax Year

Displays the tax year being adjusted.

Tax Code used and Week1/Month1

Displays the tax code used for the End of Year EYU information recorded during the Start a New Payroll Year. This field will be blank if the information on the tax code used during the Start a New Payroll Year process was not available.

Include Leaving Date

Select this option to include these details entered in the employees card.

Include Starter Details

Select this option to include these details entered in the employees card.

Include Partner Details

Select this option to include these details, if the ASPP value is greater than 0.00.

Payment to non-individual

Select this option if payments are made to a personal representative, trustee, or corporate organization.

Description column

This column lists the payroll categories on the paycheque.

NI Letter column

If there is an NI letter associated with a box on the RTI Full Payment information for this employee enter it in this column.

If there is a Scheme Contracted Out Number associated with the RTI Full Payment information for this employee, enter it in this column.

Click in this column if the employee is elegible for a refund.

AmountYTD column

This column contains the amounts or numbers carried forward from the previous payroll year, if you have started a new payroll year. These amounts cannot be changed. If there is no information available from the previous payroll year, then you will be able to enter the Amount YTD values.

New Amount column

Enter the amount that should have been reported in the previous payroll year.

Adjustment column

Displays the amount automatically calculated, representing the difference between the Amount YTD and the New Amount entered. The adjustment amount will be sent for the submission.

Click the Recalc button at the bottom of the window if you changed the amounts in the Amount YTD or New Amount columns and want to restore the original values from your company file.

Click this button to accept the entries you’ve made and close the window.

Tips for this window

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Processing your payroll

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Reviewing payroll information

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RTI Full Payment Submission

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Earlier Year Update

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