How do I process a Year To Date Take-on?
A YTD take-on may be processed using the YTD Take-on functionality or updated on monthly payslips.
If the Total Pay To Date and Total Tax To Date is captured on the Employee Take On Year To Date Figures screen, the user is not expected to add it on the Previous Employment Details custom form on the Tax Profile screen.
Navigate > Employee > Payroll Processing > Take On Year To Date Figures
The preferred method during a year-to-date take on is to capture all the year-to-date information on the Take On Year To Date screen with the exception of the Total Pay To Date and Total Tax To Date, as it is preferred for it to be captured on the Previous Employment Details screen.
Navigate > Employee > Basic Information > Tax Profile
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