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Manually adjust tax and national insurance

Make adjustments to tax, NI, SMP, SSP, SPP, SHPP, student loans and post graduate loans.

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Written by Jordan Hutchinson
Updated over 4 months ago

There may be situations where Access Payroll can't adjust system pay elements correctly. Such as tax code changes that have not been applied yet. To make adjustments to a system pay element, follow the steps below.

Considerations

Before you make any adjustments, review the below.

  • You can't make adjustments in period one of a new tax year.

  • Adjustments only apply to the current tax year.

  • If you clear pay calculations, it will remove the adjustment.

  • Don't adjust NI for a director; it causes discrepancies.


Entering an adjustment

  1. Click Process Pay, and then click Amend Period Pay.

  2. Find and select the required employee.

  3. Click More, and then click Enter Adjustments.

  4. Enter the required adjustment.

    πŸ“ŒNote: Greyed out fields have a year-to-date value of zero and can't be adjusted.

  5. Click Save.

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