This course is designed for those who...

• Have a limited understanding of payroll processing and terminology
• Want to develop their understanding of payroll
• Have some responsibility for the payroll operation, including reviewing payroll before payment
• Are involved in HR or finance and may have to deal with employee or third party queries
• Are returning to payroll after a break
• Have experience in computerised payroll but little/no manual experience

• The annual payroll cycle...Why does 6th April start the tax year?
• What sources of official employer guidance is there?
• How do you check the employer’s PAYE account online?
• How do you arrive at an employee’s gross pay and what is taxable and NI’able?
• Understanding National Insurance: key definitions, classes and table letters
• What are the important considerations regarding Directors’ National Insurance?
• What are good and bad faith errors in NI calculations?
• How to calculate Standard ‘A’ rate NI
• The difference between cumulative tax and non-cumulative NI
• Understanding personal tax allowances
• The importance of tax weeks
• How is a tax code calculated?
• How to allocate tax codes to new starters
• Using adjustment tables and tax tables in tax calculations
• An introduction to SSP and SMP including tips and traps
• An overview of the apprenticeship levy, student loan processing and court order handling

• A course pack containing the information presented on the day
• Copies of the exercises discussed during the presentation 
• A certificate of attendance
• Complimentary refreshments and lunch provided

• Jo Marshall

  Jo has more than 20 years’ experience of working in payroll roles, most recently for a software house with many external clients. She now runs her own payroll services company and delivers consultancy and training on payroll issues for a variety of clients.

• Kate Upcraft

  Kate is a renowned conference speaker and writer on legislative issues, including tax and National Insurance, benefits and the whole range of employer compliance responsibilities. She undertakes consultancy work with employers, assisting them with topics such as payroll health checks, RTI and auto-enrolment, systems selection and departmental re-engineering.