To run the Start of Year process:This process is normally used at the start of the tax year to update tax information held for each employee. The process performs the following actions:
Tax Basis: Updates all employees on a Non-Cumulative basis to Cumulative, except D0 codes for employees.
Previous Taxable Pay and Previous Tax Paid: Clears the values entered for employees for whom a P45 or a P6 was received in the previous tax year.
Tax Code: Performs blanket changes on employees' tax codes where the employer has been issued with a P9X or P7X tax document to make changes.
The Inland Revenue P9 document details changes in an employee's Tax Code and Tax Basis. The document can be supplied on paper or on magnetic tape, and the process accepts data from tape.
The P9X or P7X document issued at the start of each tax year gives the employer the authority to increase or decrease Tax Codes in bulk. The process performs these blanket changes.
Directors: Where an employee is a Director for NI and the NI Process Type is set to indicate that they became a Director during the tax year, the SOY process (in Start of Year mode) updates the 'Process Type' input value on the 'NI' element as follows:
'Director Pro Rate' to 'Director'
'Director Pro Rate Normal' to 'Director Normal'
with an effective date of 06-APR-YYYY.
Note: For employees with assignments marked as aggregated for PAYE, you need only apply the tax code change for fhe first assignment. Oracle Payroll then automatically applies the tax code change to all multiple assignments included in the aggregation..
The Start of Year process runs in one of three modes:
Start of Year: The process performs all the actions above. You run this process before processing your annual P9 EDI file.
Mid Year Tax Code Uplift: The process performs the blanket tax code changes only. You run this process prior to any P6 EDI file upload.
Tax Code Uplift from Tape: The process transfers the P9 details from the interface table to your database.
To run in the Start of Year or Mid Year Tax Code Uplift mode:
Enter values in the predefined user table TAX_CODE_UPLIFT_VALUE for the UPLIFT_VALUE column:
Enter the tax code suffix in the Exact field, and the tax code value in the Value field.
To run in the Tax Code Uplift from Tape mode:
Load data from the Inland Revenue P9 tape into the PAY_GB_TAX_CODE_INTERFACE table. The following table gives details of the table structure.
| Column Name | Format | Mandatory |
|---|---|---|
| DISTRICT_NUMBER | NUMBER(3) | Yes |
| EMPLOYER_REFERENCE | VARCHAR2(10) | Yes |
| NATIONAL_INSURANCE_NUMBER | VARCHAR2(10) | Yes |
| TAX_CODE | VARCHAR2(5) | Yes |
| NON_CUMULATIVE_FLAG | VARCHAR2(1) | No |
| EMPLOYEE_NAME | VARCHAR2(28) | No |
| WORKS_NUMBER | VARCHAR2(20) | No |
| PROCESSED_FLAG | VARCHAR2(1) | No |
All the above columns, apart from PROCESSED_FLAG, are populated from the tape. The PROCESSED_FLAG column is reserved for Start Of Year process use and should be set to NULL on insert.
You must populate this table with the data from the P9 tape and clear down the table after the Start Of Year process has been run. You run the process from the Submit Requests window. See: User Defined Tables
To run the Start of Year process:In the Name field, select Start of Year.
In the Parameters window, select the mode.
Select the date. The default is the start of the current tax year.
Select a payroll if required.
By default, all payrolls are processed, but you can restrict to a particular payroll.
On completion, the process produces a report listing the records processed, details of all changes made, and all records rejected by the process, together with reasons.
The application copies records within a P6/P9 file to the PAY_GB_TAX_CODE_INTERFACE table at the beginning of the SOY process or P6/P9/P6B EDI Upload process and marks them with the concurrent request ID.It subsequently deletes the processed records at the end of the process.
Note: Rejected records remain in the interface table and you must regularly clean up the interface table.
To improve run times, you can run the Start of Year process in parallel. This means that you run the process for several different payrolls at the same time. To do this, ask your System Administrator to define a Request Set of Start of Year processes to run in parallel.
Note: For optimum performance, do not include more than four Start of Year processes in your Request Set.
Select the Validate Mode. You can choose from:
Validate Only - if you select this validation mode, then the application does not apply updates to the database. However, it enables you to verify the data processed before making updates to live data. This mode generates a report that would be generated without doing actual updates to the live data.
Validate and Commit - this is the default value for the validate mode. If you select this mode, then the application generates a report and updates the live data.