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Edit Tax Information

Summary

 This guide explains how to edit the tax information for a user, allowing you to update details such as the tax code, National Insurance number, student loan, and more.

In this article

  • Before you begin
  • Step 1: Access the user profile
  • Step 2:  Edit tax information
  • Step 3: Save the changes
  •  Frequently Asked Questions (FAQ)

Before you begin

  •  Ensure you have the necessary permissions to edit tax information for users.
  • Have the updated tax details ready, such as the new tax code, National Insurance number, and any loan information.

Step 1. Access the user profile

  1. Navigate to the "My People" page from your main dashboard.
  2. Locate the user whose tax information you wish to edit.
  3. Click on the 3 dots (options menu) next to the user’s name.
  4. Select "Edit" to open the user profile.

Step 2. Edit tax information

  1. In the user profile, click on the "Money" tab.
  2. Click on "Tax Information" to view the current tax details.
  3. Click on the 3 dots (options menu) next to the tax information you want to edit.
  4. Select "Edit" to modify the existing tax details.
  5. Update the following information as needed:
    • Tax Code
    • Calculation Method (e.g., cumulative, week 1/month 1)
    • Financial Year (select the appropriate year)
    • Employment Statement (e.g., employed, self-employed)
    • National Insurance Number
    • National Insurance Category (e.g., category A, B)
    • Student Loan (select if applicable)
    • Post-Graduation Loan (select if applicable)

Step 3. Save the changes

  1. After editing the tax information, click "Save" to apply the changes.
  2. The updated tax information will now be saved and reflected in the user’s profile.

Frequently Asked Questions (FAQ)

1.Can I edit multiple tax details for one user at once?

 Yes, you can edit all tax-related details at once by following the steps above and updating the necessary fields.
 

2. What should I do if I entered the wrong tax code or NI number?

 You can edit the tax details at any time by following the same process and selecting "Edit" for the correct fields.

3.Can I delete tax information after editing it?

Yes, you can delete tax information by selecting the "Delete" option after clicking on the 3 dots next to the tax information.
 
 

4.Can I track when tax information was updated?

 The platform may log changes to tax information in activity logs, allowing you to track updates made to the user’s profile.