This guide explains how to retrieve and apply HMRC notifications manually, including Tax Code (P6/P9), Student and Postgraduate Loan, and National Insurance (NI) updates.
Quick Navigation
Accessing the HMRC Inbox Screen
To access the HMRC Inbox Screen, please follow the steps below
Navigate to the Employee Dashboard for any client/edit any client.
Click on the "HMRC & EPS" tab.
Then click on the "View" button in the HMRC Updates section
Pull HMRC Notifications
To manually retrieve the latest HMRC notifications:
Go to the HMRC Inbox screen.
Click Pull Notifications at the top of the page.
Note: The system automatically pulls new notifications from HMRC every morning.
Applying HMRC Tax Code (P6/P9) Notices
Navigate to the HMRC Inbox screen.
The Tax Codes tab will be selected by default.
Notifications are automatically filtered to show those with the status To Apply and Skipped.
Changing Filters
Click the Filter icon
at the top-right corner to expand the filter options.Click the icon again to collapse the filter section.
Available Filter Options:
Tax Year End – End of the tax year (e.g., 2026 for the 2025/2026 tax year)
Name – Employee’s name
Type – HMRC notice type (P6 or P9)
Status – To Apply, Failed, Success, Skipped
Tax Code Notices List
The list displays all P6/P9 notices received from HMRC, including the following details:
Employees Name – Full name of the employee with NI number
Worker Number – Worker's RTI Payroll ID
Sequence Number – HMRC tax notice sequence number
Regime & Tax code W1M1 – Tax code and week 1/month 1 flag
Previous Pay – Year-to-date net pay from previous employment
Previous Tax – Year-to-date tax from previous employment
Tax Year End – End of the tax year (e.g., 2026 for 2025/2026 tax year)
Type – Notice type (P6 or P9)
Effective Date - Date when the change becomes effective
Retrieved At - Date when the notice was retrieved
Applied Date - Date when the notice was applied
Status - To Apply, Skipped, Success, Failed
Action – Options to view remarks - if the status is skipped or failed
Grid Settings
You can customise the columns displayed on the listing page to suit your preferences.
Click on the Grid Settings icon located in the top-left corner of the listing box.
Select or deselect the checkboxes next to the columns you want to show or hide.
Click Apply to save your changes, or Reset to clear the selected values.
Note: These changes will remain in effect until you leave the page.
How to Apply Tax Code Notices
You can apply tax code notices individually, in bulk, or across all pages.
Apply to All Pages: Click Apply To All Pages to apply all available notifications at once.
Apply Selected: Select one or multiple notifications and click Apply.
Tip: The Select All option applies only to the current page. Increase pagination to 100 to select more at once.
Applying Student and Postgraduate Loan Notices
Navigate to the HMRC Inbox screen.
Select the Student and Postgraduate Loan tab.
Notifications are automatically filtered to show those with the status To Apply and Skipped.
Changing Filters
Click the Filter icon
at the top-right corner to expand the filter options.Click the icon again to collapse the filter section.
Available Filter Options:
Tax Year End – End of the tax year (e.g., 2026 for the 2025/2026 tax year)
Name – Employee’s name
Type – Notice type (SL1, SL2, PGL1, PGL2)
Status – To Apply, Failed, Success, Skipped
Student and Postgraduate Loan List
The list displays all Student Loan and Postgraduate Loan notices received from HMRC, including the following details:
Employees Name – Full name of the employee with NI number
Worker Number – Worker's RTI Payroll ID
Sequence Number – HMRC notice sequence number
Loan Start Date - Date when the loan deduction starts
Stop Date - Date when the loan should stop (the system marks the plan as “Not Applicable” once applied)
Tax Year End – End of the tax year (e.g., 2026 for 2025/2026 tax year)
Plan Type - Plan 1, Plan 2, Plan 3, or Plan 4 (based on the notice type)
Type – Notice type (SL1, SL2, PGL1, PGL2)
Effective Date - Effective date of the change
Retrieved At - Date when the notice was retrieved
Applied Date - Date when the notice was applied
Status - To Apply, Skipped, Success, Failed
Action – Options to view remarks - if the status is skipped or failed
Grid Settings
You can customise the columns displayed on the listing page to suit your preferences.
Click on the Grid Settings icon located in the top-left corner of the listing box.
Select or deselect the checkboxes next to the columns you want to show or hide.
Click Apply to save your changes, or Reset to clear the selected values.
Note: These changes will remain in effect until you leave the page.
How to Apply SL and PGL Notices
You can apply SL and PGL notices individually, in bulk, or across all pages.
Apply to All Pages: Click Apply To All Pages to apply all available notifications at once.
Apply Selected: Select one or multiple notifications and click Apply.
Tip: The Select All option applies only to the current page. Increase pagination to 100 to select more at once.
Applying NI (National Insurance) Notices
Navigate to the HMRC Inbox screen.
Select the NI Updates tab.
Notifications are automatically filtered to show those with the status To Apply and Skipped.
Changing Filters
Click the Filter icon
at the top-right corner to expand the filter options.Click the icon again to collapse the filter section.
Available Filter Options:
Name – Employee’s name
Status – To Apply, Failed, Success, Skipped
NI Notices List
The list displays all NI notices received from HMRC, including the following details:
Name – Full name of the employee
Employer Ref - Client's PAYE reference number
Worker Number – Worker's RTI Payroll ID
NINO to use - National Insurance number
Effective Date - Date when the change becomes effective
Retrieved At - Date when the notice was retrieved
Applied Date - Date when the notice was applied
Status - To Apply, Skipped, Success, Failed
Action – Options to view remarks - if the status is skipped or failed
Grid Settings
You can customise the columns displayed on the listing page to suit your preferences.
Click on the Grid Settings icon located in the top-left corner of the listing box.
Select or deselect the checkboxes next to the columns you want to show or hide.
Click Apply to save your changes, or Reset to clear the selected values.
Note: These changes will remain in effect until you leave the page.
How to Apply NI Notices
You can apply NI notices individually, in bulk, or across all pages.
Apply to All Pages: Click Apply To All Pages to apply all available notifications at once.
Apply Selected: Select one or multiple notifications and click Apply.
Tip: The Select All option applies only to the current page. Increase pagination to 100 to select more at once.
Handling Skipped or Failed Notices
If any notices have a Skipped or Failed status, follow the steps below to review and resolve them:
Use the Filter option at the top-right corner to display only notices with the status Skipped or Failed.
In the Action column, click the Info icon.
A pop-up window will display the reason why the notice was skipped or failed.
If you have skipped or failed notices, then filter the notices by those statuses and then click on the info icon in the action column. This will show why the notices are skipped or failed. You can correct the data and reapply the failed notices or manually update it in the record
Once you review the remarks:
For Skipped Notices: Review the message to see the reason.
For Failed Notices: Correct the underlying issue (for example, missing employee details or invalid tax code) and then reapply the notice.
Alternatively, if the issue cannot be resolved automatically, you can manually update the record in the employee’s profile to ensure it reflects the correct information.
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