The Tax Code Auto Update facilities are now enabled within our system. Your tax codes and Student Loans will now be automatically updated if you enter the HMRC e-filing credential into the system.
How to get started with Auto Tax Code Update service.
Auto update of your P6, P9 as well as student loans means, you don't have to manually change the tax codes of the employees from the HMRC website Data Provisions Services ( DPS ), our package will automatically do it for you. We have linked up with HMRC system.
Please note the following.
- In order to use any of Tax Code Auto Update services, you must be registered with the HMRC for PAYE Online Services and must enter your HMRC User ID and Password into our system and then save it.
- If you are a pay bureau / payroll agent, you must enter the bureau credentials into our system and further instruct your clients to authorise you as an agent. If this is not done,the system will not be able to get the auto update.
- You must regularly check the Tax Code Auto Updates, to ensure it is indeed updated in your system. Sometimes the HMRC system may have a bug or your credentials are not set up properly, then the Tax Code Auto Update will not work precisely.
Manual Tax Code and Student loan Updates
The manual Tax Code and Student Loan updates are still in place as it was before this point. The manually update system will always be available. Your manual update will overwrite the Tax Code Auto Update.
Opt Out of the Auto Update
If you wish to download and update the Tax Code manually, you can stop the auto tax code update service.
Please follow the steps below to Opt Out of the Auto Update:
Step 1: Go to 'Employer/Setup' menu in the tasking zone
Step 2: Click on 'Chart of Setup' sub menu
Step 3: Then click on 'DPS Notice and Auto-Update Setup' under Others section.
Step 4: Now select 'No' from the DPS Notice and Auto-Update Setup drop down menu.
Step 5: Then click on 'Save' button.
Road Map - Opt Out of the Auto Update
Employer/Setup -> Chart of Setup- > Others-> DPS Notice and Auto-Update Setup -> No -> Save button
('Employer/Setup' is the button positioned in the tasking zone menu at the top. It is the first button on the left)