Tax Type Filters the list of payees according to their tax type, which be one of the following: - PAYE - Contractor - CIS To list only those payees with a specific tax type, select the relevant tax type in this field. Payee Type Filters the list of payees according to their payee type, which would be one of the following: - PAYE - CIS - Contractor - Umbrella - 3rd Tier Agency The available options will depend on the selection made in Tax Type. PAYE Tax Type would display Payee Types of PAYE and Deemed Contractor CIS Tax Type would display Payee Type of CIS Contractor Tax Type would display Payee Types of Umbrella and 3rd Tier Agency Pay Company Filters payees according to the pay company by which they are employed. To list only those payees who are employed by a specific pay company, select the name of the pay company in this field. Employment Type Filters the list of payees according to their employment type. To list only those payees to whom a specific employment type applies, select the relevant employment type in this field. (Employment Dates) Start Date Filters the list of payees according to the earliest employment start date. To list only those payees who commenced employment on or after a certain date, select the relevant date in this field. (Employment Dates) End Date Filters the list of payees according to the latest employment end date. To list only those payees whose employment was terminated on or before a certain date, select the relevant date in this field. Bank Details Filters payees according to the sort code, account name or account number entered. (Payment Details) Payment Method Filters payees according to the how they receive their pay. To list only those payees who are paid by BACS, by cash or by cheque, select the relevant payment method in this field. (Payment Details) Payslip Delivery Method Filters payees according to the method by which their payslips are delivered. To list only those payees who receive their payslips via the Candidate portal only, via email or via print, select the relevant delivery method in this field. (Payment Details) Pay Group Filters payees according to the pay group to which they are assigned. To list only those payees who are assigned to a specific pay group, select the name of the pay group in this field. Enquiry Office Filters payees according the agency office that acts as the payees' point of enquiry in relation to payroll issues. To list only those payees who are assigned to a specific enquiry office, select the name of the relevant agency office in this field. (Tax Details) NI Number Filters payees according to the NI Number entered (Tax Details) NI Category Filters payees according to the NI Category entered. This will filter for the payees' latest validity period NI Category. (Tax Details) Company Name Filters the list of payees according to their company name. To list only those payees who have a specific company name, key in the company name in this field. This field is only available if the option selected in the Tax Type field is Any or Company. (Tax Details) Business Type Filters the list of payees according to their business type. |