A step-by-step breakdown of the tax calculation is available for any employee for the current or past periods by looking at the 'Tax Display' reports:
It is important for Users to gain the assurance that the employee details and tax parameters have been correctly setup and are coming through to produce correct tax calculations.
The tax display reports allow you to easily follow through and agree with each step of the tax calculation. If there is any issue that needs clarification or explanation, email a copy of the report and follow up with a telephone call. We can then take you through and provide any additional assistance necessary.
Check as many employees as necessary to gain the assurance you need. We suggest that at least one or two employees be checked each period, especially when there has been a change in tax settings, or the tax year has been split.
Check:
- that the tax tables have been set up correctly
- that the basic pay and allowances are being correctly projected for the year
- tax deductible amounts are coming through as expected
- that tax credits applicable for the employee are coming through as expected.
Note: Tax Display can be printed for any employee for the current or any past period.
The Tax Display can be accessed from 2 places:
1) Select the 'Print' button on the Payslip Input screen for any individual and select 'Tax Display' or
2) Go to the 'View', 'Tax, then 'Tax Display' menu options
For more information see: Tax Displays
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