## Zoho Payroll Documentation Index

Access the complete documentation index at:
https://www.zoho.com/uk/payroll/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Configure Tax & National Insurance

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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.

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## Configure Tax Details

To configure your tax details:

1.  Go to **Settings** and click **Tax Details** under _Taxes_.
2.  Click **Configure**.
3.  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.

4.  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.
5.  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](/uk/payroll/help/employer/settings/tax-and-national-insurance.html).