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 / Historical Drill Down 

      

      

• Related Articles

• Where can I view an employee's tax certificates?

  An employee's tax certificates and Year to Date (YTD) figures can be viewed and downloaded on the Tax Certificates / Historicall Drill Down screen under the Payroll Results section of the employee's record. Navigate > Employee > Payroll Results > Tax ...

• What are the system implications of reinstating an employee starting a new tax record?

  When an employee is reinstated starting a new record, the system will create a new record on the History grid on the Tax Profile screen. Navigate > Employee > Basic Information > Tax Profile A new set of Year To Date figures will be captured from the ...

• How do I exclude an employee from a tax file by inserting a manual tax certificate number?

  To exclude an employee from the Tax File, insert their manual tax certificate number in the "Certificate Number" field when editing the relevant record on their YTD Tax Certificates screen. Navigate > Employee > Payroll Results > Tax Certificates / ...

• 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 ...

• 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 ...