When should a Take On run be created?
A Take On run is automatically created when a new company is created to process (take on) Year To Date figures before the payroll goes live to ensure that the tax calculation will be based on the correct YTD value.
Should a Take On run need to be created after a company has been onboarded onto PaySpace, complete and return the attached form to support@payspace.com so that it can be created on Bureau level.
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How do I process Year to Date Take figures on employee level?
Processing Year To Date figures can be processed on each individual's employee record or via the Bulk Actions screen. Navigate > Employee > Payroll Processing > Year To Date Figures Expand a payslip action to expand the field and capture the details ...
How do I process a Year to Date Take On via the Bulk Actions screen?
Processing Year To Date figures can be processed on each individual's employee record or via the Bulk Actions screen. Navigate > Bulk Actions Download an empty template and complete the template, the template needs to be completed per line item for ...
Can lumpsum directives be processed through a Year to Date Take On?
No. Lumpsum directives can not be processed through a Year to date Take on run on an employee's Take on Year To Date Figures screen. A Lumpsum directive needs to be processed on the Edit Payslip screen. Navigate > Employee > Payroll Processing > Edit ...
The YTD Take On Screen
About Where a new company is registered on the system during the tax year, you have the option to process year-to-date figures on an employee’s YTD Take On Screen. If this is not done before the first Open Run is processed, you will have to contact ...
Where can I view an employee's Year To Date totals?
An employee's tax certificates and Year to Date (YTD) figures can be viewed on the Tax Certificates / Historicall Drill Down screen under the Payroll Results section of the employee's record. Navigate > Employee > Payroll Results > Tax Certificates / ...