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Retrospective NI Calculation for a Director

Article ID
10997
Article Name
Retrospective NI Calculation for a Director
Created Date
6th April 2017
Product
IRIS PAYE-Master
Problem

How to get the system to perform a retrospective NI calculation for a Director

Resolution

When an employee became a director in a previous pay period you must do the following:

• Print the P11 (NI)
• In Employee Details > General tick the Director box and enter the week number that they became a director
• In Employee Details > NI Details click the red arrow that is between the Current and Previous Table Letter columns so that all the figures in the current column are transferred to previous
• In the current table letter column enter the ‘ Since Tax Week’ as the week they became a director 
• Click on SAVE.  
• Using the P11 you now need to manually enter the NI values for the months that the employee should have been treated as a director into the Current Table letter column. For example, if your current pay month is 10, yet this employee became a director in month 8 then you need to enter the 1a, 1b, 1c etc figures for months 8 and 9 into the Current Table Letter column. Remember to include the NI Pay figure 
• You then need to reduce the values in the Previous Table Letter column by the amounts you have just entered into the Current column 
• When payroll is next calculated the correct figures will be used in the retrospective calculation

It is important that you follow these instructions exactly: failure to do so will cause the NI calculation to be incorrect.

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