...
To view and update the payee header details of a payee, follow the procedure below.
How to View and Update the Payee Header Details | |
1. | If you do not have the relevant payee record open on in the Payee Entry screen, use the Portal > Pay > Payee screen to search for and open the relevant payee record. |
2. | If the employment start date was entered incorrectly, this can be amended. This will update the validity start date of the first validity period against the payee details validity dates and HMRC Details validity date |
3. | If the payee is terminating their employment, the termination date can be entered here. When entering the termination date in the payee header details, this will be shown in the pay processing termination stage |
.
|
You can remove the termination date |
and reason up until the point the P45 is generated. If you change the employment end date, the P45 will only output the original date that you entered and included in the pay batch.
| ||
4. | Amend the payee's name and gender as required. | |
5. | Click |
Save. A confirmation message displays to indicate the payee record was saved. |
Previous Payroll ID
The HMRC uses the payroll id sent to them on the FPS to determine if the individual has multiple employments. For each unique payroll id, the HMRC will assume the payee has separate employments and will issue tax codes accordingly.
...