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Add and manage employee tax adjustments in Other pay run inclusions

Updated

Tax adjustments are amounts you can include in an employee's future pay runs. For UK customers who use Payroll, you can now set up one-off or recurring tax adjustments directly from the employee's Pay details. For each tax adjustment, choose a start date, an end date and an amount. Once you save it, the tax adjustment is available for use in pay runs.

Use these links to go straight to a section:

Find tax adjustments on an employee's pay details

Open the Other pay run inclusions section

The Other pay run inclusions section sits at the top of the Pay details tab, next to Salary history and Additional rates and earnings.

  1. Log in to Your payroll.
  2. Go to the employee's profile.
  3. Click the Pay details tab.
  4. Click the Other pay run inclusions section to expand it.

Important

The Other pay run inclusions section only appears for users with the permissions listed further down this article.

Add a tax adjustment for an employee

Create a new tax adjustment
  1. Log in to Your payroll.
  2. Go to the employee's profile and click the Pay details tab.
  3. Click the Other pay run inclusions section to expand it.
  4. Create a new tax adjustment.
  5. Choose the start date and end date for the tax adjustment.
  6. Enter the amount to include in future pay runs.
  7. Save the tax adjustment.

Edit or delete a tax adjustment

Edit a tax adjustment

You can edit both active and expired tax adjustments.

  1. Log in to Your payroll.
  2. Go to the employee's profile and click the Pay details tab.
  3. Click the Other pay run inclusions section to expand it.
  4. Find the tax adjustment you want to edit.
  5. Update the details you want to change.
  6. Save the tax adjustment.
Delete a tax adjustment

You can delete both active and expired tax adjustments.

  1. Log in to Your payroll.
  2. Go to the employee's profile and click the Pay details tab.
  3. Click the Other pay run inclusions section to expand it.
  4. Find the tax adjustment you want to delete.
  5. Delete the tax adjustment.
  6. Confirm the deletion in the pop-up that appears.

Review active and expired tax adjustments

Check the status of each tax adjustment

The section groups tax adjustments by status. Active tax adjustments appear at the top, and expired tax adjustments appear in their own section below. Each tax adjustment shows the attributes set up for it.

Helpful Hint

The Expired section starts collapsed to save space. Expand it to view expired tax adjustments. If you edit an expired tax adjustment and the new details make it active, it moves to the Active section.

Check who can view and manage tax adjustments

Review the permissions for tax adjustments

Owners and Admins can view, edit and delete tax adjustments. Other users can access tax adjustments if they have one of the following:

  • Custom Security Settings (CSS) permissions to view, edit or delete other employees' Pay details.
  • The Use Run Payroll permission, which covers viewing, editing and deleting tax adjustments.
  • System user access. View-only system users can view tax adjustments, and system users with write access can edit and delete them.

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