Employments
This screen serves as the central directory for all your income sources through employment for the 2025-26 tax year.
1. The Employments List
The main Employments screen displays every company or organization you have worked for during the period.
- Employer Cards: Displays the name of the employer.
- Status Tags: Entries marked as Ignored are excluded from your final tax calculation.
- Add New: Click the + Add button at the top right to manually record a new employment.
2. Creating a New Employment
When adding a new employer, provide the following Employment Details:
| Field | Description |
|---|---|
| Employer reference | Tax office reference (e.g., 123/AB456). |
| Employer name | Legal name of the company. |
| Start date | Date you began working. |
| Cessation date | Date employment ended (leave blank if current). |
| Payroll ID | Your unique employee identifier. |
| Occupational pension | Toggle Yes if this is a pension from a former employer. |
3. Employer Overview & Management
Clicking a specific employer (e.g., Employer Name Ltd.) opens the management hub:
- Ignore Employment: Excludes this data from tax calculations without deletion.
- Financial Details: Navigate here to manage pay, tax, and Benefits in Kind.
- Student Loan Benefits: Navigate here to manage specific payrolled student loan perks.
