Set the apprenticeship levy allowance

  1. In Payroll, select the appropriate payroll company and frequency

  2. Go to Legislation > Apprenticeship Levy Legislation. The details appear.

  1. At the bottom of the screen, select Update.

  2. In the Legislation Effective Date field, make sure you have selected the correct date.

  3. If you want to see cumulative apprenticeship levy figures (i.e. the combined total of the apprenticeship levy at the end of each period), select Show As Cumulatives. If you leave this box unticked, you will see individual period amounts

  4. In the Allocated Allowance field, type the amount that you want to set for the selected Payroll company and frequency. This could be the full £15,000, or a lower amount if the apprenticeship levy is split across multiple companies

  5. At the bottom of the screen, select Save to update the values and show the apprenticeship levy that is been calculated for each period.

    When you calculate pay for each period, the apprenticeship levy is calculated, and the figures are updated. The status for each period (History, Current or Future) is shown in the Status column

  6. If you want to export the details from this screen to Microsoft Excel, select Excel Export at the bottom of the screen.