Uplifting employee tax codes in bulk involves updating the tax codes for multiple employees simultaneously within a payroll system.
This process is essential for ensuring that the correct tax rates are applied to employees' earnings, especially when there are changes in tax legislation or adjustments in individual circumstances, such as salary increases or changes in residency status.
To amend employee tax codes in bulk, please watch the video or follow the steps outlined below.
📌Note: You need to do this before you load any new tax certs from HMRC.
Review dormant employees
Review the decision on whether to include dormant employees. To do this, follow the steps below.
Click Settings then click System Configuration.
Click General then turn on/off the Dormant Employee on Tax Certs toggle.
Exit the pop-up then click Save.
Update tax details
To update the tax details for your employees, follow the steps below.
Click Year End then click Manage.
Click Tax Code Employee Uplift then select a company.
Enter the tax code letter you need to uplift.
In the Prefix/Suffix field, enter P or S to indicate whether you're uplifting a prefix or suffix.
Select which employees to update:
A for all employees
S for Scottish only
C for Welsh only
E for English only
Enter the Adjustment value then select the Date Effective.
Click OK.