Setting up an exclusion order ensures that an employee with a valid exemption from Revenue is not charged tax.
This process requires updating the employee's payroll record to reflect the exclusion order, preventing incorrect deductions and ensuring compliance with tax regulations.
To apply an exclusion order to an employee, follow the steps below.
Click CorePay then click Employee.
Click Maintain Employee Details then click P35 Levy Exclusion Type Employee.
Click Tax Exclusion then from the dropdown menu, select the relevant item.
🤓Tip: For example, if the employee is Tax Exempt but not PRSI Exempt, select Exempt (Normal PRSI).
To save changes, click Save
icon.
⚠️Important: If the employee is not required to pay USC, update the Universal Social Charge (Emergency Basis) USC status to exempt within the same Tax Details screen.
📌Note: To add the Tax Exclusion dropdown, the employee's Emergency Tax setting needs to be blank. To check this, follow the steps below.
Click CorePay then click Employee.
Click Amend Employee Profile then query the employee.
Under the Tax Details section, review the Emergency field.