Create a Statutory Deductions Calculation Card Manually

Typically, calculation cards are created automatically as part of the new hire process. However, you may need to create a card manually in certain scenarios.

For example, an employee takes on an additional assignment with a different tax reporting unit (TRU) or an employee transfers from one TRU or Pay As You Earn (PAYE) scheme to another. Here's an example of how to create a Statutory Deductions calculation card for a new employee.

Here's a summary of key decisions for this scenario:

Decisions to Consider	In This Example
Does the employee have multiple assignments?	Yes. The employee has two assignments.
Do both assignments have the same national insurance (NI) and PAYE components?	The NI categories for the assignments are different, but both are associated with the same PAYE component.
What TRU reporting for this card?	InFusion TRU1.

Before You Start

Complete these tasks before you create a statutory deductions card manually.

1. Complete the new hire process for the employee.

2. Ensure that the employee has a payroll relationship with two assignments and each is assigned to a payroll.

Create the Calculation Card

1. Select Calculation Cards from Payroll.

2. On the Person Search page, complete the fields, as shown in this table:

   Field	Value
   Name	Jones, Donna
   Legislative Data Group	UK LDG
   Process Date	Current date

3. Click Search to display a list of matching payroll relationships.

4. Click the row for Donna Jones.

   Note: A person can have multiple payroll relationships. In this example, only one payroll relationship exists for the person.

5. Click Create.

6. On the Create Calculation Card window, select Statutory Deductions in the Name field and click Continue.

Create National Insurance Components

1. In the Calculation Card Overview section, select National Insurance.

   Note: One NI component and one NI Additional Information component were created automatically when you created the card. This employee requires no special processing, so you must not enter any information for the Additional Information component. However, you must assign a NI category and pension basis to the NI component.

2. In the Calculation Components section, select the NI component.

3. Select Edit and Correct.

4. Complete the fields on the Correct Calculation Component window as shown here.

   Field	Value
   NI Category	D
   Pension Basis	Contracted Out

5. Click OK.

6. In the Calculation Component section, click Create to create the second NI component.

7. In the Calculation Component field, select NI.

8. Complete the fields on the Create Calculation Component window as shown here.

   Field	Value
   Parent Calculation Component	NI Additional Information
   NI Category	A
   Pension Basis	Not Contracted Out

9. Click OK.

Create PAYE Components

A PAYE component was created automatically when you created the card, but you must provide the component details.

1. In the Calculation Card Overview section, select Taxes.

2. In the Calculation Components section, select the PAYE component.

3. On the Calculation Component Details tab, expand the Pay As You Earn section and complete the fields as shown here.

   Field	Value
   Tax Code	474L
   Tax Basis	Cumulative
   Entry Type	Manual

4. Complete other optional fields as appropriate for the employee.

Create the New Starter Details

To add starter notification details, you must create a new component detail record for the PAYE component.

1. On the PAYE Calculation Component Details tab, click Create.

2. Select New Starter Declaration in the Calculation Component Details field, and click OK.

3. On the Calculation Component Details tab, expand the New Starter Declaration section, and complete the fields as shown here.

   Field	Value
   Statement	Select the statement that fits this employee's employment from the statement A, B, or C.
   Student loan deductions to continue	Select this option if student loan deductions will be made for this employee.
   Not paid before tax year end	Select this option if the new employee won't receive any pay before the end of the current tax year.
   Filed with HMRC	Select this option if a new starter declaration has already been submitted to HMRC for this employee. Otherwise, leave this blank so the new starter details will be included in the next Full Payment Summary submission to HMRC.

Create a Tax Reporting Unit Association

You must associate the card with a TRU.

1. In the Calculation Card Overview section, click Associations.

2. Click Create in the Associations section.

3. On the Create Association window, select InFusion TRU1 in the Tax Reporting Unit field.

   Note: The Unique ID field is used only used by the Employer Alignment Submission process.

4. Click OK.

5. Click Save.

   Note: You must save the association before you can create association details.

Create Associations Details

You must associate calculation components with assignments. In this example, both assignments are associated with a single PAYE component, but each is associated with a different NI component.

1. In the Association Details section, click Create.

2. On the Create Association Details window, complete the fields as shown here.

   Field	Value
   Assignment Number	A1200988
   Calculation Component	Select the first PAYE component.

3. In the Association Details section, click Create.

4. On the Create Association Details window, complete the fields as shown here.

   Field	Value
   Assignment Number	A1400456
   Calculation Component	Select the second PAYE component.

5. Click OK.

6. In the Association Details section, click Create.

7. On the Create Association Details window, complete the fields as shown here.

   Field	Value
   Assignment Number	A1200988
   Calculation Component	NI - D; Contracted Out

8. In the Association Details section, click Create.

9. On the Create Association Details window, complete the fields as shown here.

   Field	Value
   Assignment	A1400456
   Calculation Component	NI - A; Not Contracted Out

10. Click OK.

11. Click Save and Close.