Uploading employee tax codes is essential for determining the correct amount of income tax to deduct from employees' earnings.
Tax codes provide vital information about each employee's tax status and allowances. Accurate submission of these tax codes is crucial for compliance with tax regulations and to prevent underpayment or overpayment of taxes.
You can update employee details in bulk using HMRC files, whether for tax codes or student loan details. To learn how to upload employee tax codes, watch the video or follow the steps outlined below in portal.
📌Note: If you encounter issues during the upload process, such as file rejections or errors, please generate a report to help identify the problem. Refer to the troubleshooting steps below for guidance on resolving these issues.
Click Uploads.
Under UK Statutory Uploads, click Load Employee Tax Codes.
Click the Load Employee Tax Codes tab.
From the Format drop-down menu, select XML (CSV files are not a valid format).
In the Select a File field, click the upload
icon then select your XML file.Turn on the Generate report for XD Payroll Employees not on Revenue File toggle then click Submit.
Check the Report Centre for details on any errors and exceptions.
Click the Maintain HMRC Tax Codes Records tab then review the uploaded data.
Make any necessary amendments to the data.
Click the Update Employee Tax Codes tab.
From the Company drop-down menu, select the relevant company
From the Update Type drop-down menu, select the identifier.
Click Submit.
Check the Report Centre to view the report of updated employees.