Create a new employee - tax details and opening balances

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Solution ID:

230623151701943

Last Modified Date:

Thu Apr 30 10:48:08 UTC 2026

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Create a new employee - tax details and opening balances

Description

When migrating your Payroll data, you can set up records for employees you’ve paid in the current tax year. This guide helps you to complete the Tax Details and Opening Balances fields.

You get these options when you select to migrate your payroll data.

Cause

Resolution

Tax Details

▼Employment Details

Pay Cycle	Choose how often you want to pay the employee.
Works Number	Enter the unique code that identifies the employee. For example, a payroll number.
Start Date	Enter the date the employee started working with your company.
Finish Date	If the employee has left your employment in the current tax year: Enter the date they finished working for you. If the finish date is earlier than the current pay run: The employee isn’t available for payment. They don’t count towards your licence limit. They are in your year end reports.
Employment Type	The status of the employees contract type.
Contracted Weekly Hours	How many hours the employee's contracted to work per week.
Payment Method	Choose whether you pay your employee by cash, cheque or bank transfer.

▼Current Tax Details

PRSI Exempt	Check if the employee is exempt from Pay Related Social Insurance (PRSI)
PRSI Code	Choose the employee's current PRSI code.
Tax Status	Enter the employee’s current Tax code.
Std Cut Off (Yearly)	Enter the yearly standard rate cut off value that Revenue has assigned to this employee.
Tax Credits (Yearly)	Enter the yearly tax credit value that Revenue has assigned to this employee.
Margin Relief Rate	Check this box if the employee's income exceeds the standard rate cut off point.
Director	Check if the employee is a director.

Opening Balances

▼Paid this tax year

If the employee started in this employment during the current tax year, select the Paid this tax year checkbox

Taxable Pay This Employment	Enter the employee’s taxable gross pay received so far this tax year, for this employment. If the employee started during the tax year, this value is for the current employment only.
Tax This Employment	Enter the amount of tax paid to date by the employee in this tax year for this employment. If the employee started during the tax year, this value is for the current employment only.
USC Pay This Employment	Enter the employee’s total gross pay that’s subject to Universal Social Charge (USC). This is for this employment only. If the employee started during the tax year, this value is still for the current employment only.
USC Paid This Employment	Enter the amount of USC paid to date by the employee in this tax year for this employment. If the employee started during the tax year, this value is still for the current employment only.
PRSIable Pay	Enter the employee’s total gross pay that’s subject to PRSI calculation in this tax year. For this employment only.
Employee PRSI	Enter the amount of PRSI paid to date by the employee in this tax year for this employment.
Employer PRSI	As an employer, enter the amount of PRSI you paid on the employee’s behalf in this tax year.
PRSI Class and Ins Weeks	Choose the PRSI classes that the employee has been on during the tax year. Enter the total number of insurable weeks for each class.

▼Taxable Illness Benefit paid this tax year

If the employee has received any Illness benefit this tax year, select the Taxable Illness Benefit paid this tax year checkbox. This is the amount claimed from DSP after the employee has claimed five days of SSP.

Illness Benefit

The monetary value they’ve received during the tax year.

▼BIK payments made this tax year

If the employee has received any Benefit In Kind (BIK) payments this tax year, select the BIK payments made this tax year checkbox. Enter the BIK amounts received to date this tax year in the relevant options.

Medical Insurance paid by employer	The total of any medical insurance received.
Company Car	The total value of any company car benefit.
Staff Housing	The total of any accommodation cost provided by the employer.
Other BIK	Any other benefit the employee received that doesn't fall under the other headings.

▼Share remuneration this tax year

If the employee has received any share remuneration payments this tax year, select the Share remuneration made this tax year checkbox. Enter the amounts received to date this tax year in the relevant options.

Taxable Shares	The taxable pay or benefit the employee receives in the form of shares or share-related rights of (or in addition to) cash pay.
Non-Taxable Shares	The non-taxable amount of the above.

▼Pension Contributions made this tax year

For pension contributions made by the employee or the employer on their behalf, select the Pension Contributions made this tax year checkbox. Enter the total employee and employer contributions made to date.

Employee Pension	Any payments made by the employee into their Workplace pension.
Employer Pension	Any payments made by the employer into their Workplace pension.
Employee PRSA	Any payments made by the employee into their Personal Retirement Savings Account (PRSA).
Employer PRSA	Any payments made by the employer into their PRSA.
RAC	Any payments made to the employees Retirement Annuity Contract (RAC)

▼Paid local property tax this tax year

If the employee has paid local property tax (LPT) this tax year, select the Paid local property tax this year checkbox. Enter the total LPT amount paid by the employee to date in this tax year and the date of commencement.

Total LPT Deducted	Any LPT deducted during the tax year.
Date LPT Started	The date that LPT deductions started.

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