Where can I view an employee's Year To Date totals?

This feature is available on all PaySpace editions.

An employee's tax certificates and Year to Date (YTD) figures can be viewed on the Tax Certificates / Historical 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?

  This feature is available on all PaySpace editions. An employee's tax certificates and Year to Date (YTD) figures can be viewed and downloaded on the Tax Certificates / Historical Drill Down screen under the Payroll Results section of the employee's ...

• 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 ...

• Payroll Processing | The YTD Take On Screen

  Overview 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 ...

• How do I exclude an employee from a Tax File?

  This feature is available on all PaySpace editions To exclude an employee from a Tax File, insert a manual tax certificate number in the "Manual Number" field when editing the tax record on the employee's YTD Tax Certificates screen. Navigate > ...

• How do I process Year to Date Take On figures on employee level?

  This feature is available on all PaySpace editions. Year To Date figures can be processed on each individual employee record or via the Bulk Actions screen. Navigate > Employee > Payroll Processing > Year To Date Figures Expand a payslip action to ...