Configure Tax & National Insurance
Configuring your tax details is a crucial step to get started with Zoho Payroll. This helps Zoho Payroll to:
- Calculate the PAYE tax and National Insurance you must deduct from your employees.
- Work out the employer National Insurance you owe to HMRC.
- Apply any reliefs you’re eligible for, such as Small Employers’ Relief and Employment Allowance.
- Submit accurate Real Time Information (RTI) reports to HMRC each time you run payroll.
In Settings > Taxes > Tax Details, you can configure your HMRC employer references and tax preferences.
Configure Tax Details
To configure your tax details:
- Go to Settings and click Tax Details under Taxes.
- Click Configure.
- Enter the required details:
| Field | Description |
|---|---|
| Accounts Office Reference Number* | Your HMRC Accounts Office reference, in the format 000PA0000000X. You’ll find it on the letter HMRC sent when you registered as an employer, and on your P30BC payslip booklet. |
| Employer PAYE Reference Number* | Your PAYE reference (Pay As You Earn Reference) or Employer Reference, in the format 000/XXXXXXXXXX. You’ll find it on the letter HMRC sent when you registered as an employer. |
| Self Assessment UTR (Unique Taxpayer Reference) | Your 10-digit Self Assessment reference. Only needed if you’re a sole trader or a partnership. You’ll find it on HMRC correspondence or in your HMRC online account. |
| PAYE Payment Frequency* | Select how often you pay PAYE and National Insurance to HMRC. Choose Monthly, or Quarterly if your average monthly payment is under £1,500 and HMRC has agreed to it. |
- Select any reliefs your organisation is eligible for, such as Small Employers’ Relief and Employment Allowance. Only select a relief if your organisation meets HMRC’s criteria for it.
- Click Save.
Your configuration will be saved. Zoho Payroll will then use these details to calculate tax and National Insurance for your organisation and employees, and to file your RTI submissions with HMRC on your organisation’s behalf.
Learn more about each field, when to claim each relief, and how Zoho Payroll uses these settings in Tax & National Insurance.