Calculation Cards for Deductions at Different Levels

You can create and manage calculation cards at several different levels, from an individual person to a payroll statutory unit. At the payroll relationship level, there is a predefined Statutory Deductions calculation card.

Use the cards to record information specific to a person or organization. Calculation card entries override default values defined at

other levels.

Here's the priority of information, from the highest to the lowest:

1. Personal calculation card (payroll relationship level)

2. Tax reporting unit calculation card

3. Payroll statutory unit calculation card

4. Calculation value definitions (legislative data group level)

Personal Calculation Card

An employee contributes to more than one NI category. You can setup additional NI categories in the NI component in the Statutory Deductions calculation card.

Task: Calculation Cards in Payroll

Tax Reporting Unit Calculation Card

An employee won't be enrolled or re-enrolled to a qualifying pension scheme if tax protection is applied. Select No in the Automatic Enrolment if Tax Protection Applied field in the Pensions Automatic Enrollment calculation card,.

Task: Legal Entity Calculation Cards in Setup and Maintenance

Payroll Statutory Unit Calculation Card

You don't want to generate pension notification letters for all employees in a payroll statutory unit (PSU). Select the check box Disable pension letters in the Pensions Automatic Enrolment calculation card. You can select this option only in a PSU-level calculation card.

Task: Legal Entity Calculation Cards in Setup and Maintenance.

Calculation Value Definitions

Scenario: You can view the predefined income tax rates, but you can't edit them.

Task: Calculation Value Definitions in Payroll

If an employer qualifies for a special tax rate, enter these values on a calculation card at the appropriate level.