Take-on balances can only be entered for employees whose appointment date does not fall within your first payroll period and where this period is not the first one of the tax year (i.e in April). Entering these balances allows SimplePay to generate IR56Bs for your employees.
Adding Take-on Balances
Take-ons can be added / edited individually for each employee as follows:
- Go to the employee’s profile and click on Edit Info > Take-on Balances.
- Enter the balances for each income type corresponding to point 11 (a) to (l) on the IR56B for the tax year to date.
- Click Save.
Adding Take-on Balances in Bulk
Take-ons can also be entered in bulk by going to Employees > Bulk Actions > Take-on Tax Totals and entering the relevant totals for each employee in the corresponding columns.
These balances can also be uploaded using an Excel template, which can be downloaded from this page. This is discussed in greater detail in the following article: