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Administrator Guide
Last Updated: 2024-05-03
Run Tax Code Uplift and Clear Down (UK)

Run Tax Code Uplift and Clear Down (UK)

Configure the
Tax Code Uplift Event
 business process and security policy in the UK Payroll functional area.
At the start of the tax year (P9X), or when directed (P7X), you can:
  • Uplift workers' tax codes.
  • Clear down any existing Week 1 or Month 1 entries.
To prevent data entry conflicts, once you start the uplift don't make any other tax code modifications until the uplift completes. Example. Don't run the
Apply HMRC Notifications
 task.
  1. Access the
    Run UK Tax Code Uplift and Clear Down
     task.
  2. (Optional) If you run an uplift for P9X, enter a
    Tax Code Letter
     and
    Value
     provided by HMRC.
  3. (Optional) To run a clear down of the W1/M1 indicator only, delete all tax code letter and value rows from the grid. Example. You might do this when HMRC hasn't issued an annual uplift.
  4. Check for exceptions on the
    Tax Code Uplift Data View
     report and take any required action.
For every worker affected, Workday adds a new row to the
Worker UK Tax Details
 report. The new row displays the effective date and:
  • For an uplift, the new tax code.
  • For a clear down, that the W1/M1 indicator is cleared.