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titleStatutory Parameters - Tax (UK)

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 %

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titleTimesheet Gross Profit (UK)

image-20240502-125325.pngImage Added

The report will output data once the timesheets for the period selected has been processed in an invoice.

The margin is based on the bill value minus (total pay plus the holiday pay accrual cost, plus the employer national insurance contribution, plus employer pension plus apprenticeship levy).

The holiday pay accrual cost is based on the average of the prior 52 weeks. Please note if the candidate has multiple jobs, the holiday cost will also only be allocated to the first job. This will be enhanced in a future release of software.

Where pay items are added manually in a pay batch and not processed via a timesheet, these values will not be output onto the report.

Grouped By

None

Filter By

Country

Brand

Region

Office

Pay Company

Job Owner

Pay Period Date From

Pay Period Date To

Parent Client

Client Name

Payee Id

Report Fields

Payee ID

Candidate ID

Payee First Name

Payee Surname

Timesheet ID

Timesheet Type

Timesheet Date

Pay Batch No

Units

Pay

Holiday Pay

Employer NI

Employer Pension

App Levy

Total Cost

Bill Margin

Margin %

Margin/Hour

Country

Pay Company

Region

Office

Brand

Client

Job Order ID

Job Owner

Job Position

Report Status

Report added May 2024

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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