The Tax Period Totals Report prints summary totals of pays for each pay period within the specified date range plus a summary report. If the United Kingdom Tax Region is selected, the summary report is printed in the layout of an HMRC P32 form, but if Isle of Man is selected the summary report is in the Income Tax Department T35 form layout. A line is printed for each pay day for each pay group, with grand totals for all pay dates in the period. For each pay day, totals are printed by pay item tax category. The tax category is specified by the 'TaxCategory' property set in the Pay Item Edit screen.
When the report is printed, KwikPay will record the amount paid to the HMRC or ITD for inclusion in the annual report. If the 'Record HMRC calculated payable amount as paid' checkbox is ticked, the amount calculated by KwikPay as payable will be recorded as having been paid, but if you pay a different amount, enter the amount actually paid so that amount can be included in the annual report.
The report defaults to the pays processed in the last calendar month. You can select a predefined report period, such as 'last quarter' or 'current tax year', or select 'custom date' and then select the start and end dates of the reporting period.
You can direct the print output to a printer, a preview window, or a file in one of several different formats. Click here for more details.