In the Employee's profile, the Tax details show the current and previous tax history.
The minimum requirements are to have an NIC Status selected and a Tax Code inputted.
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NIC Status
This is used to determine what rates to be used for National Insurance Contributions
Age-related categorisation is calculated automatically based on the Date of Birth, set in the Personal tab. - Tax Code
- Student Loan
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W1M1
If enabled, tax calculations will treat each month independently, i.e. as if they were the first period of the year. -
Director's NI Calculation Method
The Annual method of calculation will calculate NI based on the total yearly income to date compared to the annual limits.
The Alternative method will use standard calculations per pay period.
View Previous Details
In the top row, you will see the effective date of the current tax details.
Clicking this will show a drop-down for any previous tax details. Click on any of those dates to view the tax details as saved as at those dates.