Create Tax Calendar Sets
Enables you to create tax calendar sets for a period or for a whole tax year. Tax calendars specify tax period start and end dates and their associated pay and BACS processing dates. They are attached to payroll control groups and are referenced in payroll calculations.
Note: Not all fields in this screen are mandatory, but you must return through all fields before you can exit.
Once you have created the tax calendar sets, you should check them via Tax Period Set Calendar. You can then make any necessary adjustments using Tax Period Sets and Tax Period Set Calendar. You can then attach a calendar set to a payroll control group using Current Tax Period Detail.
General
Tax Per Set ID
Enter the tax period set for which you want to create or update a year’s calendar details or click WINDOW to select a tax period set.
Pay Type
Display only. The pay type (frequency) associated with the selected tax period.
Max Per in Tax Year
The maximum number of periods for the pay type. If the pay type is weekly, you can enter 52 or 53. If the pay type is lunar, you can enter a maximum of 56. Otherwise the field is display only.
Tax Period Year
Enter the tax year to which the calendar set applies.
Tax Per Start Date
Enter the start date of the first period in the tax year for which you are generating tax calendar data.
End Date
Display only. The corresponding end date of the first period in the tax year.
EFT Processing Date
Enter the date on which you want payments to be processed by BACS. If this field is blank, the pay date is used as the BACS processing date if applicable.
Days Bef/After E.O.P.
If you want the BACS processing date to be a given number of days before or after the end of the period, enter the number of days. For example, -1 for one day before the E.O.P., or 1 for one day after the E.O.P.
Regular Pay Date
This field is not accessible if the pay type is monthly. Enter the date when the employees will be paid in the first period of the tax year.
Fixed Monthly Pay Date
This field is only accessible if the pay type is monthly. Enter the date for the first period of the tax year if you want the employees to be paid on the same day in every month.
Forward/Backward
Enter B or F to specify whether the pay date should be moved backwards to Friday or forwards to Monday if it falls on a weekend.
Days Bef/After E.O.P.
If you want the pay date to be a given number of days before or after the end of the period, enter the number of days. For example, -1 for one day before the E.O.P., or 1 for one day after the E.O.P.
Process MTD at E.O.P.
Select this check box if the reporting month should be calculated using the end of period date. If this check box is blank, the reporting month is calculated using the pay date of each tax period.
Payroll Cut Off Date
Enter the payroll cut off date for the first pay period.
Payslip Online Date (MyPay Pro only)
This date is used to determine when the MyPay Pro online payslip is made visible in MyView Dashboard. If left blank, payslips are displayed as soon as they are printed.
Note: When generating the Payslip Online Date, the value set in the Forward/Backward field will be honoured.
Alternate PRP (UK Only)
Note: This section is only displayed for Monthly pay types and can be used to define alternative Pay Reference Periods for auto enrolment processing of weekly employees who are paid on a monthly basis.
Use 6th to 5th
Select this check box to determine PRP dates from the 6th of the current month to the 5th of the following month or leave blank to use PRP weeks as before. When this check box is selected, monthly thresholds are used to determine employee contributions.
Period 1 Start Date
Enter the start date of the first pay reference period if alternative pay reference periods are required.
Weeks Per Period
Enter the length of 12 pay periods from the start date as a number of weeks.
Jersey 8 Hour Rule (Jersey Only)
Period 1 Start Date
Enter the start date of the first 8 Hour Rule period.
Weeks Per Period
Enter the length of 12 pay periods from the start date as a number of weeks.
When you click commit:
- If you have created a tax period, a prompt asks if you want to copy notes from the same period in the previous year.
- If you have created an entire year's calendar, a prompt asks if you want to copy the previous year’s notes.
A report is printed containing details of the calendar sets. You can reprint this report using Print Tax Calendar Details.
MD40S3