Changing a Tax Code

If you have received a P45 or a tax code notice for a new starter please go to the UK Enrolment Guide and review the section on updating an enrolment record.

For any other changes to a tax code or student loan during a tax year you will need to follow the instructions below:

Logged in as a Payroll Administrator 

1. Navigate to the employee's record and open in edit mode
2. Go to the Tax Info Tab
3. Edit the Tax Code Field
4. Tick the W1/M1 flag if necessary
5. If required - edit the Student and Postgraduate loans sections
6. Save the record