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titleStatutory Parameters - Attachment of Earnings Orders Rate Table (UK)
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Displays the earning thresholds and rates for rate based AEOs.

Grouped By

AEO Rate Name

Calculation Type

Filter By

Pay Frequency

AEO Rate Name

Report Fields

AEO Rate Name

Calculation Type

Pay Frequency

Effective From

Earnings From

Earnings To

Rate %

Excess Rate %

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titleStatutory Parameters - Child Related Pay (UK)
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Displays for each tax year, for each child related statutory payment:

  • The number of weeks at the higher percentage rate

  • The number of weeks at the standard rate

The standard rate value for each payment type

Grouped By

Payment Type

Filter By

Tax Year Start

Report Fields

Payment Type

Weeks at Higher Rate

Weeks at Standard Rate

Higher Rate Percent

Standard Rate

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titleStatutory Parameters - National Insurance (UK)
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Displays for each tax year against weekly, 2 weekly and monthly frequencies the earnings thresholds and percentage rates for each NI category.

Displays the auto enrolment:

Lower,

Grouped By

titleStatutory Parameters - Pensions (UK)

NI Category

Filter By

Tax Year Start

Pay Frequency

Report Fields

NI Category

Threshold Name

Earnings From

Earnings To

Employee %

Employer %

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titleStatutory Parameters - Pensions (UK)
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Displays the auto enrolment:

  • Lower, trigger and upper thresholds for weekly, 2 weekly and monthly frequencies

  • Age thresholds

Grouped By

N/A

Filter By

Tax Year Start

Report Fields

Age Thresholds

Lower Age

Trigger Age

Upper Age

Earnings Thresholds

Pay Frequency

Lower Qualifying Earnings Threshold

Trigger Earnings Threshold

Upper Qualifying Earnings Threshold

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titleStatutory Parameters - State Pension Age (UK)
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Displays the age at which state pension is triggered based on date of birth.

Grouped By

N/A

Filter By

N/A

Report Fields

Born From Date

Born To Date

State Pension Age

Date Reached Override

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titleStatutory Parameters - Student and Postgraduate Loan (UK)
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Displays for each tax year the annual earnings threshold and percentage rate for each loan type.

Grouped By

Loan Type

Filter By

Tax Year Start

Report Fields

Student Loan

Threshold

Loan Rate %

Postgraduate Loan

Threshold

Loan Rate %

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titleStatutory Parameters - Tax (UK)
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Displays for each tax year the annual earnings thresholds and percentage rates for England/Northern Ireland, Scotland and Welsh regimes.

Grouped By

Regime

Filter By

Tax Year Start

Report Fields

England / Northern Ireland Tax Parameters

Earnings From

Earnings To

Tax Rate %

Scottish Tax Parameters

Earnings From

Earnings To

Tax Rate %

Welsh Tax Parameters

Earnings From

Earnings To

Tax Rate %

Billing

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titleClient Single Line Margin Report - A simple Single Line Margin Report by Client

Report lists all Clients that have been invoiced within a selectable date range and displays a single line total for Hours Billed (Based of Bill Code Unit Type of Hours), Gross Wage, Invoiced Ex Gst, Invoice Inc GST, Bill Oncost, Gross Margin (Total Invoiced ex GST – Gross Wage), Net Margin (Total Invoiced ex GST – Gross Wage and Bill Oncost) and a Percentage GP (Net Margin / Total Invoiced ex GST * 100). 

Grouped By

Office

Filter By

Country

Brand Name

Region Name

Office Name

Client Owner

Client Name

Invoice Date Range

Report Fields

Office Name

Client Name

Client Owner

Hours

Gross Wage

Invoice Value Excluding GST

Invoice Value Including GST

Bill Oncost Total

Gross Margin

Net Margin

Gross Profit Percentage

Report Status

Updated Report October 2020

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