Payroll Setup > Employee Setup > Take-On Balances

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 correctly calculate PAYE and USC 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 InfoTake-on Balances 
  • Enter the relevant totals in the boxes for the corresponding categories
  • Save

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 and PAYE from the employee’s previous employment during the year will come through on the RPN and will be included on the RPN information screen on the system. More information on each of these is available in the following section:

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