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Prior to starting a payrun with a pay date in the new tax year you must complete the following:

  • Ensuring Tax and Accounting Periods are setup for the new tax year
  • Uplift Employees Tax Codes and apply any P9 notifications

As long as you have completed all pay runs in the previous tax year you can prepare the new tax year prior to completing the UK End of Year Guide

Setup Tax and Accounting Periods

To setup the NetSuite accounting periods and tax periods for the new tax period review the Setting Up New Tax Year instructions.



Uplift for 17/18 Tax Year

For the 17/18 Tax year the new default tax code is 1150L and the uplift is as follows:

Tax CodeUplift
L50
M55
N45

Tax Code Uplift

Tax codes that contain a personal allowance may be uplifted at the start of the new tax year to reflect changes in the new tax year personal allowance. For the 17/18 Tax year the standard personal allowances has increased by 50 points to 1150L, this means an employee on 1100L last year should be "uplifted" to 1150L, an employee on 900L would become 950L.

P9 Notification

If you receive a P9 Notification from the HMRC this overrides any uplift change.


Tax Code Uplift Tool

To simplify the uplift process ICS provides a user interface to allow employees to be updated in bulk. The tool displays a list of employees, auto selecting those eligible for uplift. For P9 Notifications employees can be manually selected and the new tax code set.


The uplift logic works by comparing the tax code from the last payslip (linked on the employee) from the prior tax year, and the tax code on the employee record. The uplift will automatically check the employee for update if:

  • W1/M1 is set - it will be cleared for the new tax year
  • If the tax code from the prior payslip is eligible for uplift and applying uplift to the tax code is different to the employee record tax code

Running Tax Code Uplift Tool


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