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Financial Details

Use this section to manage the specific submission records, pay figures, and taxable benefits for Employer Name Ltd. for the 2025-26 tax year.

1. Overview & Submission Details

This section contains the administrative metadata for the employment record.

  • Tax Year: 2025-26
  • Date Submitted: 04/01/20
  • Employment sequence number: 1002
  • Payroll ID: 123456789999
  • Key Dates: Includes Start date, Cessation date, and Directorship ceased date.
  • Pay Schedule: Displays Pay frequency (e.g., monthly), specific Payment date, and the corresponding Tax week/month number.

2. Employment Status & Disclosures

Identify specific conditions that apply to this employment role.

Status Category Description
Company Director Toggle Yes if you were a director of the company during this period.
Close Company Toggle Yes if the employer is a "close company" (controlled by five or fewer participators).
Occupational Pension Toggle Yes if this payment is an occupational pension rather than active salary.
Disguised Remuneration Toggle Yes if the employment involves tax-avoidance loan schemes.

3. Pay, Deductions & Off-Payroll

Enter the primary financial figures found on your P60 or P45.

  • Pay from this employment: The total taxable pay received.
  • UK tax taken off: The total PAYE tax deducted from your salary.
  • Student Loan Deductions:
    • UGL: Undergraduate loan repayment amount.
    • PGL: Postgraduate loan repayment amount.
  • Off-payroll working: Toggle Yes if this income is from an engagement inside IR35.

4. Benefits in Kind (BiK)

Record the taxable value (cash equivalent) of non-cash perks.

Transport & Fuel

  • Company Cars & Vans: Taxable value of provided vehicles.
  • Fuel for Cars & Vans: Taxable value of fuel for private use.
  • Excess Mileage Allowance: Payments exceeding HMRC-approved business mileage rates.

Medical, Housing & Family

  • Private Medical & Dental: Insurance premiums paid by the employer.
  • Accommodation: Value of employer-provided housing.
  • Nursery Places: Value of childcare provided by the employer.

Assets, Loans & Services

  • Assets & Goods: Includes Asset transfers, Non-cash items, and general Goods/Assets provided.
  • Beneficial Loan: The interest benefit on low-interest employer loans.
  • Educational Services: Non-exempt training or education costs.
  • Employer Provided Services: Includes general services and professional subscriptions.

Expenses & Reimbursements

  • Relocation: Split into Qualifying and Non-qualifying relocation expenses.
  • Travel and Subsistence: Reimbursed travel costs.
  • Entertaining: Taxable hospitality or social costs.
  • Telephone & Incidental: Includes home phone costs and personal incidental expenses.
  • Tax Paid by Director: Personal tax liabilities of a director settled by the company.

5. Finalising Your Update

  • Prepare Update: Click at the top to unlock all fields for editing.
  • Submit / Update:
    • If this is your first submission for UK dividends this year, the button will be labeled Submit.
    • If you are modifying existing records, the button will be labeled Update.
  • Delete: Use the red link at the very bottom to remove all financial data for this employer.
  • Cancel: Discard changes and return to the employer home page.