This article will guide you through the process of adding or updating your employee's YTD (Year-to-Date) values.
Quick Navigation
Adding Employee YTD values
When setting up a new employee, the final step is to enter their Year-to-Date (YTD) details. This step is optional and can be skipped if it is not applicable.
Note: If you choose to enter YTD details, ensure that the Employment section has been completed in full before proceeding. For more information, please refer to the Employment Details article.
Before completing the YTD sections, select the relevant tax year. This ensures that the information you enter is associated with the correct tax year. The YTD section of an employee’s profile consists of three subsections:
Year to Date
National Insurance
Pension
Year to Date
This section includes the following fields. You can expand or collapse the section using the appropriate icons located on the right side.
- To collapse the section.
- To expand the section.
Taxable Pay: Enter the YTD values for taxable pay from both current and previous employment.
Tax Paid: Enter the YTD values for tax paid from current and previous employment.
Student Loan: Enter the YTD value for the student loan from current employment.
Postgraduate Loan: Enter the YTD value for the postgraduate loan from current employment.
Benefits in Kind: Enter the YTD value for the benefits in kind from current employment.
National Insurance
This section includes the following fields. You can expand or collapse the section using the appropriate icons located on the right side.
- To collapse the section.
- To expand the section.
NI Category: You can select multiple NI categories; however, only one can be completed at a time. Fill in the following details for each selected category separately:
NIable Income
Employee NICs
Employer NICs
LEL (Lower Earnings Limit)
PT(EE's) (Primary Threshold)
UEL (Upper Earnings Limit)
Pension
This section includes the following fields. You can expand or collapse the section using the appropriate icons located on the right side.
- To collapse the section.
- To expand the section.
Pensionable Income
Employer's Pension Deductions
Employee's Pension Deductions
Pension AVC (Additional Voluntary Contributions)
You can select one of the following options:
Save: Saves the data and proceeds to the next step in the employee creation process.
Exit Setup: Exits the current screen and goes back to the employee list page.
Tip: Use the section indicators at the top to move between sections. For example, click Pension to go directly to the Pension section.
Updating Employee YTD values
If you need to update your employee's YTD details, follow these steps:
Navigate to the dashboard by clicking on the logo. This will take you to the Company List page.
Find the company and click the People icon
in the corresponding row. This will open a screen displaying a list of employees.Locate the employee you wish to edit and click on the Edit icon
on the corresponding row.
In the Year To Date Figures section, you will have two options based on the initial setup
Add: If no YTD values were added during the initial setup, you will see the + Add option. Follow the steps outlined in the Add YTD Values section to add the values.
More: If the YTD values are already present, click More to update the details.
A slider will appear, displaying all the available fields. Select the required tax year to view and update the corresponding details for that year. You can make changes to the fields for each respective tax year as needed.
If no changes are required, simply click the Close icon
at the top-right corner of the slider to exit.
Related Articles
Need Further Assistance?
For further support or inquiries, our team is available to assist you. Just let us know how we can help! 😊