Enables you to view tax code details for UK employees.

General

Employee Number

The employee number and name of the currently-selected employee.

Tax Refund Withheld

During a pay run, the system automatically withholds an employee’s tax refund and places a Y in this field if one of the following occurs:

• The employee is involved in industrial action and Y is entered in the Industrial Action field on the Basic Pay Detail screen.
• The system calculates that the employee has a large tax refund due that is over the value in the Tax Rebate Limit field, as entered on the Tax Tables screen.

The refund is withheld until either the employee stops being involved in industrial action or until the tax office clears the tax refund.

Release

Displays Y if the withheld refund will be paid to the employee on the next pay run.

Effective Date

The date from which the new tax code becomes effective.

Tax Code

The employee’s tax code, as issued by HMRC.

Basis

Displays Y if the system is to apply the tax code by period (period 1 basis), rather than cumulative. In most cases, the new tax code is not applied on a period 1 basis.

Source

The source of the tax code information.

Notes

Click window to display Maintain Note Detail, where you can enter any notes or comments you want to record.

MD49S3