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Add Tax Information

Summary

This guide explains how to add tax information for a user, including entering tax codes, selecting calculation methods, and updating relevant employment details.

In this article

  • Before you begin
  • Step 1: Log in and Navigate to User's Profile
  • Step 2: Add Tax Information
  • Frequently Asked Questions (FAQ)

Before you begin

Ensure you have the required permissions to add or update tax information for users. If a Manager has permission, only in this case can they add tax information; otherwise, they can only view the information.
Make sure you have the necessary tax details for the user, including tax codes, National Insurance numbers, and any loan information.

Step 1. Log in and Navigate to Core

  1. Log in to Plumm using a Manager account or any user account with the required permissions to manage profiles.
  2. From the main dashboard, click on the 9 dots icon.
  3. Select Core from the list of options available.
  4. Once in the Core section, locate the People or User Management area.
  5. Find the user for whom you wish to add or update their bank details.
  6. Click on the Action button next to the user’s name.
  7. Select Edit to open the user’s profile.

Step 2. Add Tax Information

In the user profile, follow these steps to add or update tax information:
  1. Click on the Money tab within the user's profile to manage financial details.
  2. Click on Tax Information to manage the user's tax-related details.
  3. Click on the 3 dots (options menu) within the Tax Information section.
  4. Select Add Tax Information from the dropdown menu.
  5. Enter the following tax-related details:
    • Tax Code: Enter the user’s tax code.
    • Calculation Method: Choose the method (e.g., cumulative, week 1/month 1).
    • Financial Year: Select the relevant financial year.
    • Employment Status: Choose the user’s employment status (e.g., employed, self-employed).
    • National Insurance Number: Enter the user’s National Insurance number.
    • National Insurance Category: Select the relevant category (e.g., category A, B).
    • Student Loan: Select if applicable.
    • Post-Graduation Loan: Select if applicable.
  6. After entering all the required details, click Save to add or update the tax information.

Frequently Asked Questions (FAQ)

1.Who can add tax information for a user?

Only Managers with the appropriate permissions can add or update tax information for users. If you do not have these permissions, you will only be able to view the information.
 

2. Can I add multiple tax details for a user?

Yes, you can add multiple tax-related information by following the same steps for each update.

3.What if I entered the wrong tax code or NI number?

You can edit the tax information at any time by following the same process and selecting Edit instead of Add to correct the details.
 
 

4.Can I delete tax information after adding it?

Yes, you can delete tax information by clicking on the 3 dots and selecting Delete.