- How do I configure calculation cards for Ireland?
- Create or Manage Employee Statutory Deductions Calculation Card
Create or Manage Employee Statutory Deductions Calculation Card
Typically, calculation cards are created automatically as part of the new hire process. However, you can create a calculation for an employee, if required
Before you start
Complete these tasks before you create a statutory deductions card manually.
- Complete the new hire process for the employee.
- Ensure that the employee has a payroll relationship and assigned to a payroll.
My Client Groups->Payroll->Calculation Cards
Here's what to do
- Search for and select the employee
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Select the Statutory Deductions calculation card for the employee. If no
calculation card, you can create one now.
The calculation card contains these components and component details:
- Social Insurance
- Taxes
-
In the Social Insurance component group, these components are automatically
created.
- Pay Related Social Insurance component with the employer reference,
component effective start date, and calculation component details:
Social insurance component group fields
Pay Related Social Insurance Description RPN Number A reference number shared with the employer to reference the employee’s RPN information. RPN Issue Date Date when the RPN was issued Start Date First date on which RPN applies End Date Last date of the current tax year (default) Information Source Revenue Payroll Notification PRSI Class A (default contribution class) Overridden Subclass Select a Subclass to override the value identify by the payroll process State Pension Contributory Set this field to Yes if the employee is drawing down their state pension contributory. - Universal Social Charge component with the employer reference, component
effective start and end dates, and calculation component details:
USC component group fields
Universal Social Charge Description RPN Number A reference number shared with the employer to reference the employee’s RPN information. RPN Issue Date Date when the RPN was issued Start Date First date on which RPN applies End Date Last date of the current tax year (default) Information Source Revenue Payroll Notification USC Status The default value is Ordinary. Select Exempt for an employee with an exemption order. USC Pay to Date Previous Employment Employee’s pay that’s applicable for USC calculation USC Deducted to Date Previous Employment USC paid in previous employment USC Rate 1 Percent First tax rate of USC Yearly USC Rate 1 Cutoff First Income band upper limit USC Rate 2 Percent Second tax rate of USC Yearly USC Rate 2 Cutoff Second income band upper limit USC Rate 3 Percent Third tax rate of USC Yearly USC Rate 3 Cutoff Third income band upper limit USC Rate 4 Percent Fourth tax rate of USC Yearly USC Rate 4 Cutoff Fourth income band upper limit
- Pay Related Social Insurance component with the employer reference,
component effective start date, and calculation component details:
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You can create other calculation components for Social Insurance as described
below, if required. Select the calculation component and parent component.
Other calculation components
Calculation Component Description Extra Employment Details Specify whether community employment applies to the employee. Or you can specify if the employee is a proprietary or non-proprietary director. Insurable Weeks Regular Override Override the number contributory weeks for a given pay period. You can specify the period using the effective start and end dates. If you've specified the Insurable Weeks formula in the Organization Statutory Deductions card, this overrides that value.
To override insurable weeks for only one period, then attach an Override Insurable Weeks non-recurring element to the employee’s record in the relevant pay period and ensure that a value is entered.
For positive offset payrolls where the processing occurs outside the pay period being calculated, ensure that the override element is effective in the processing pay period rather than the calculation pay period.
PRSI Exemption
Indicate an employee’s exemption from paying PRSI and the exemption reason. You can use the effective start and end dates to specify the period. -
In the Taxes component group, the Pay As You Earn component with effective
start date, employer reference, and component details are automatically
created.
Pay as you earn component group fields
Pay As You Earn Description RPN Number A reference number shared with the employer to reference the employee’s RPN information. RPN Issue Date Date when the RPN was issued Start Date First date on which RPN applies End Date Last date of the current tax year (default) Information Source Revenue Payroll Notification Tax Basis The default tax basis is Emergency. Cumulative, Emergency, Week1 PAYE Pay to Date Previous Employment Employee’s pay that’s applicable for PAYE calculation PAYE Tax to Date Previous Employment Tax paid in previous employment Yearly Tax Credit Tax credit amount for the year Tax Rate 1 Percent Standard rate of tax Yearly Rate 1 Cutoff Standard rate cut off point Tax Rate 2 Percent Higher rate of tax -
You can create other calculation components for Taxes as described
below, if required. Select the calculation component and parent component.
Other calculation components for taxes
Calculation Component Description Exclusion Order Specify that an exclusion order exists for this employee and enter the start and end dates.
An RPN won’t be available where there’s a PAYE Exclusion Order for an employee.
Legacy Information
Specify a legacy employer reference. Local Property Tax
Specify the original amount of LPT as received from RPN response with the start and end dates for the deductions.
The LPT amount is deducted evenly over the pay periods up to the end of the tax year. The deduction starts from the next pay period.
PAYE Additional Information
Specify the other emergency tax periods where the employee starts in the Emergency Weeks process.
Select Shadow Payroll to indicate and manage tax obligations for an employee working abroad.
- The Associations component group displays the tax reporting unit to which the automatically created calculation card is attached. If you’re manually creating the calculation card, you need to create the association with the relevant tax reporting unit.
- The calculation components are associated with the assignments. If the employee has more than one assignment, you can review the Association Details and make updates or corrections.
- Save and close the record.