Earlier Year Update - Option 2
This is the second option available when submitting an Earlier Year Update. For more information on the Earlier Year Update process, please see Earlier Year Update (EYU)
Enter the EYU Value
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From the Online Services menu, select Send Earlier Year Update.
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Select Enter EYU Values only.
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In the EYU Value column, enter the difference between what you sent on the last FPS and what should have been sent (the New YTD value and YTD already sent columns will be disabled).
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If the employee had more than one NI letter during the tax year, select Multiple NICs to enter the relevant breakdown, then OK to save the changes.
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Select Sundry if you need to amend values for Gross pension deductions; Net pension deductions; Trivial commutation payment, or Benefits taxed in payroll, then choose OK.
The Sundry screen also has a tick box, Enable Annual Pension & Recently Bereaved; select this to enable Recently Bereaved and Annual Pension Amount. Annual Pension Amount displays the value held in Employee Details.
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Choose Nextto display the Earlier Year Update – Final Confirmation screen.
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Select Print if you require a copy of the figures.
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To start the submission, select Send.
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Go to Employee | Overrule Figures | Alter To-dates.
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Make any necessary amendments to the employee’s year-to-date figures such as Gross Taxable Pay, Tax Paid, Student Loan Recovery, Employee Total NIC, then Save and Close.