A personal rate refers to the specific tax rate assigned to an employee based on their individual circumstances, such as income level and tax code.
Deleting a personal rate is important to ensure accurate tax calculations, especially when an employee's circumstances change, such as receiving a new tax code or no longer qualifying for previous exemptions.
To delete a personal rate for an employee in back office, follow the steps below.
Click CorePay then click Update.
Click Utilities then click Personal Rates Utility.
In the Employee field, search for the required employee.
Highlight the incorrect row for the employee.
To delete it, click Delete then click Save.
📌Note: If you do not have access to the Personal Rates Utility screen, please contact your super user for access
If it is urgent and your super user is unavailable, please raise a new case online referencing the title of this article, and include the following:
Employee number
Effective date
Input date