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Intuit

Enter Year to Date Figures

If you are adding a new payroll to PaySuite during the tax year (i.e. not in the starting period of the tax year) and are adding existing Employee records to this new payroll, you will need to ensure that the new record created also has any Year to Date values recorded against it.

  1. Click Employees on the left pane.
  2. Click the employee you wish to enter YTD figures for.
  3. Click Year to Date on the left menu.
  4. You will notice all the fields are inactive.  To make the field active and available to change, click Make Adjustments on the bottom right corner.User-added image
  5. Add the Year to Date values for the appropriate fields into the Adjustments column, for both sections; This Employment and National Insurance.

    This Employment columns

    This Employment Taxable Pay - Employee's pay which has been subject to tax in your employment in this tax year
    This Employment Tax Paid - Tax the employee has been deducted in your employment in this tax year.
    SMP - Statutory Maternity Pay
    SAP - Statutory Adoption Pay
    SPP - Statutory parental Pay
    ASPP/ShPP - Shared Parental Leave
    SSP- Statutory Sick Pay
    Student Loan

    National Insurance columns

    ATLEL - Lower Earnings Limit
    LEL to PT - Lower Earnings Limit to Primary Threshold
    PT to UAP - Primary Threshold to Upper Accural Point
    UAP to UEL - Upper Accural Point to Upper Earnings Limit
    UEL to UST - Upper Earnings Limit to Upper Secondary Threshold ( Under 21s)

  6. Once you have entered the necessary figures, click Save.

    Once you have approved the first payrun in PaySuite, it will include the YTD you have manually entered in the employee details.