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National Insurance Contributions Report


The National Insurance Contributions Report lists Class 1 National Insurance for each employee over a selected period, including their NI category and employee and employer contribution amounts.

National Insurance Contributions Report with NI categories

View the National Insurance Contributions Report

  1. Go to Reports on the left sidebar.
  2. Under Taxes and Forms, open National Insurance Contributions Report.
  3. Set the Date Range, then click Run Report. Use the filter, compare, schedule, and export options described below.

What the report shows

ColumnDescription
Employee NumberThe employee’s number in Zoho Payroll.
Employee NameThe employee’s name.
Employee StatusWhether the employee is active, exited, or another status shown in the report.
NI CategoryThe employee’s National Insurance category letter (for example A, J, or C).
Employee ContributionNational Insurance deducted from the employee for the period.
Employer ContributionEmployer National Insurance for the period.
Total ContributionCombined employee and employer National Insurance for the period.

Use Customize Report Columns to show or hide columns.

Customize Report Columns for National Insurance Contributions Report

Filter, compare, schedule, and export

After you open this report, you can refine the period, narrow results, schedule report emails, or download the data. For a list of all the reports, see Reports Centre.

Date range and more filters

  1. Choose a Date Range preset (for example This Year, This Month, or Previous Month), or select Custom and pick start and end dates.
  2. Optional: click + More Filters to narrow by fields such as payroll status, department, or work location.
  3. Click Run Report to refresh the results.
Date Range presets on a report Custom date range on a report More Filters on a report

Compare with

If the report shows Compare With, choose a previous year, month, or quarter to contrast with the current period, then click Run Report again.

Compare With options on a report

Schedule the report

  1. Open the schedule option on the report.
  2. Choose how often to send it (Weekly, Monthly, Quarterly, or Yearly).
  3. Add recipients and the file format (PDF, XLS, XLSX, or CSV where available).
  4. Save the schedule.
Schedule Report modal

Export the report

  1. Click Export as.
  2. Choose PDF, CSV (where available), XLS, XLSX, or Zoho Sheet.
  3. Optional: select Protect this file with a password and enter a password of at least 6 characters.
  4. Click Export.
Export as menu on a report Export report as CSV Export report as XLSX with password option