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 these steps:
Click CorePay then click Employee.
Click Maintain Employee Details then click P35 Levy Exclusion Type Employee.
To save changes, click Save
icon.
📌Note: 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.