When you're running manual payroll calculations, if the calculations show that the worker was over-taxed, you need to run the following checks:
📌 Note: If the worker in question is on a cumulative tax code be sure to use the pay adjustment tables from HMRC.
That the employee has the correct tax code.
Check the tax year-to-date values.
Check your current process date, which tax period you're in.
Once you've reviewed the above, if your payroll calculation still shows that the employee has been over-taxed, please contact us via the MyAccess portal and reference the title of this article. So that we can progress your case, please include the following:
Screenshots of the affected payslip alongside the last three payslips for this worker.
Screenshot of payroll details for this worker.
Your own calculations for this worker.
A screenshot of the HMRC calculator results.
If the worker is non-cumulative, please still provide the above.