The Tax credit totals report lists basic employee details plus the period and year to date tax credit totals.
Tip : You should no longer need to be print this report since tax credits are no longer paid via payroll.
To print a Tax credit totals report
The Payroll Password form is displayed.
Enter your payroll password.
The PAYROLL menu is displayed.
Select the Reports & enquiries option.
The PR REPORTS AND ENQUIRIES menu is displayed.
Select the Year-end reports menu option.
The PAYROLL YEAR-END REPORTS menu is displayed.
Select the Tax credit totals option.
The Tax credit totals form is displayed.
Click OK.
A report status is displayed and the report is output on the current selected printer.
Click Close to return to the PAYROLL YEAR-END REPORTS menu.
Tax credit totals form
The Tax credit totals form is displayed when you select the Tax credit totals option from the PAYROLL YEAR-END REPORTS menu.
Prompts
There are no prompts.
Click OK followed by Close once the report status is shown.
Files Accessed
PR empee Payroll records
PE empee Employee records
Output type
The report is only printed to the current selected printer.
Output content
The following fields are output:-
Employee number
Employee initials and name
Left status
Suspended status
NI number
Tax credit start day
Tax credit end day
Tax credit stop date
Tax credit daily rate
Period tax credit value
Period tax credit days
Year to date tax credit value
Year to date latest tax credit value
Year to date tax credit days
Sort sequence
Employee number
Selection
Payroll records are included when the following conditions are met:-
The left flag is not set to P indicating a previous year leaver and thus should be set to N or Y to include current or current PAYE year leavers.
The year to date tax credit value is non zero.
PUSH BUTTONS:
OK: Prints the report to the currently selected printer.
Cancel: Returns you to the PAYROLL YEAR-END REPORTS menu.
Help: Displays help on the current application in your default company browser.
Schedule: Displays the Timed Operations Scheduler.
Add to batch: Displays an Add report to batch form in which a report may be batched for printing in a report group.
