Year To Date Data Requirements

Year to Date File 1 (1 Record per Employee)

  1. Employee Number
  2. Taxable Gross Previous Employment
  3. Tax Paid Previous Employment
  4. Taxable Gross This Employment
  5. Tax Paid This Employment
  6. Gross Pay (optional)
  7. Pensionable Gross (optional)
  8. Niable Gross (optional)
  9. Maternity Pay
  10. Adoption Pay
  11. Paternity Pay
  12. Additional Paternity Pay
  13. Statutory Sick Pay
  14. Student Loans

 

 

Year to Date File 2 (Multiple Records per Employee)

  1. Employee Number
  2. NI Category
  3. Employers NI
  4. Employees NI
  5. Employers Rebate
  6. Employees Rebate
  7. Earnings at the LEL
  8. Earnings between the LEL and the PT
  9. Earnings between PT and the UAP
  10. Earnings between UAP and UEL