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Retrospective NI

This screen allows the user to inquire on National Insurance (NI) payments made by the employee to the current date and will recalculate employee's NI using historical information for a specified number of periods. Cumulative values will be amended and the employee's pay this period will be adjusted. A report will be produced by the system showing the amended calculations.

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Prerequisites

  • No prerequisites

Rules and Guidelines

  • Moorepayhr can only reverse data held in Moorepayhr.

Field Information

ClosedRetrospective NI

1. This screen will recalculate employees NI using historical information for a specified number of periods.

2. Cumulative values will be amended and the employees pay this period will be adjusted.

3. A report in Console will be produced showing the amended calculations.

4. Check the console for employees individual payslip analysis print to ensure that the recalculation has achieved the desired result.

Press the button to input the From period ,To period and New NI letter.

ClosedFrom period*

This is the period from which Retrospective NI needs to be calculated. Format for period is 'CCYYPP', where 'CCYY' is the current Tax Year and PP is the period

ClosedTo Period*

This is the period up to which Retrospective NI needs to be re-calculated. Format for period is 'CCYYPP', where 'CCYY' is the current Tax Year and PP is the period.

ClosedChange NI letter*

Enter the employee's new NI letter.

Click this link to view Frequently Asked Questions (FAQs) on employing people under the age of 21.

Click this link to view Frequently Asked Questions (FAQs) on employing Apprentices under the age of 25.

ClosedTotal Values

This field shows the cumulative values for this tax year.

ClosedSaved Values

The value in this field will be 0 unless the employee's National Insurance code has changed during the tax year.

ClosedCurrent Values

This field shows the cumulative total for the employee's current National Insurance Code.

ClosedEmployee

This field shows the employee's National Insurance Contributions.

ClosedEmployer

This field displays employer's National Insurance Contributions.

ClosedTotal

This field displays the total National Insurance paid by the employee and the employer. The total of the previous two fields must equal this value before the user is allowed to update the screen.

ClosedDirector

This field displays the indicator flag for identifying when directors National Insurance has been applied and to which codes.

Note:

DO NOT FORGET TO UPDATE THE NI TABLE LETTER IN THE NI/RTI DETAILS SCREEN.