If you start using SimplePay during the tax year, you may need to enter take-on balances for certain employees. These are the year to date balances for income and deductions related to the employee’s employment with your company prior to using SimplePay and should not contain the previous employment information.
Take-on balances can only be entered for employees whose appointment date does not fall within your first payroll period and where this period is not the first one of the tax year (i.e in January). Entering these balances allows SimplePay to generate complete annual filing submissions (P35s and P60s) as well as P45s, where applicable, for your employees. The balances will also be used to calculate PAYE and USC going forward for employees on the cumulative basis. These balances can be captured individually or in bulk.
Adding Take-on Balances Individually
Take-ons can be added / edited individually for each employee as follows:
- Go to the employee’s profile and click on Edit Info > Take-on Balances
- Enter the relevant totals in the boxes for the corresponding categories
Adding Take-on Balances in Bulk
Take-ons can also be entered in bulk by going to Employees > Bulk Actions > Take-on Tax Totals and entering the relevant totals for each employee in the corresponding columns.
These balances can also be uploaded using an Excel template, which can be downloaded from this page. This is discussed in greater detail in the following article:
Take-on Balances vs Previous Employment Information
As mentioned above, take-on balances relate to the employee’s current employment with your company. The earnings etc from the employee’s previous employment during the year will come through from their P2C imported, or P45 values captured, on the system. More information on each of these is available in the following sections: