»Ê¹ÚÌåÓýapp

PSA2040Ìýexplains what action to take when the employer provides you with a calculation of the amounts payable on a PSA and how to create a charge through SAFE.

To record the PSA charge on ECS you must take the following action

• go into the PAYE Settlement Agreement screen
• select all the items showing status ‘Includedâ€�
• click on theÌýChargeÌý²ú³Ü³Ù³Ù´Ç²Ô

Your selected item will be displayed at the top of the screen

• enter the number of employees in each rate band for the item displayed
• enter the expenditure incurred by the employer in providing the item to each employee for the year of the PSA, or
• enter the total expenditure incurred by the employer in providing the item selected for the year of the PSA.

Total Item Value

»Ê¹ÚÌåÓýapp Total Item Value (overall cost for the year) is calculated when youÌýTabÌýfrom the Item Value field.

NextÌý

»Ê¹ÚÌåÓýappÌýNextÌý²ú³Ü³Ù³Ù´Ç²Ô will take you to the next entry in the list of items included within the PSA for the selected employer and year.

Previous

»Ê¹ÚÌåÓýappÌýPreviousÌý²ú³Ü³Ù³Ù´Ç²Ô will take you to the previous entry in the list of items included within the PSA for the selected employer and year.

OK

»Ê¹ÚÌåÓýappÌýOKÌý²ú³Ü³Ù³Ù´Ç²Ô saves details of the charge on the selected item and returns you to the PSA screen for the selected employer and year.

»Ê¹ÚÌåÓýapp charge details are now recorded in the PSA screen.

Cancel

»Ê¹ÚÌåÓýappÌýCancelÌý²ú³Ü³Ù³Ù´Ç²Ô returns you to the PSA screen for the selected employer and year with no changes to any fields or values.

NIC CLASS 1B

»Ê¹ÚÌåÓýapp NIC Class 1B section allows you to calculate NIC Class 1B. NICs are calculated automatically by selecting one of the three options displayed in the charge screen

• Tax and Item Value
• Tax and Adjusted Item Value
• Tax.

»Ê¹ÚÌåÓýapp system will automatically default to the option Tax and Item Value. If you wish to change this default select one of the other two options.

To select Tax

• select the radio button.

NIC Class 1B will be calculated on the PSA tax only.

To select Tax and Adjusted Item Value

• select the radio button then
• click on theÌýAdjust ValueÌý²ú³Ü³Ù³Ù´Ç²Ô to go to the Adjusted NIC Item Value screen

• adjust the value to the reduced amount on which NIC Class 1B is payable
• click on theÌýOKÌý²ú³Ü³Ù³Ù´Ç²Ô to accept and return to the Charge screen.

Cancel

»Ê¹ÚÌåÓýappÌýCancelÌý²ú³Ü³Ù³Ù´Ç²Ô will return you to the Charge screen with no changes to any fields or values.

Recording a Settlement

When the charge has been determined the PSA can be finalised by recording a settlement.

To do this

• click on theÌýUpdateÌý²ú³Ü³Ù³Ù´Ç²Ô to go to the Update PSA screen (PSA6030Ìýrefers.)
• enter the date of settlement in the settlement field

Note:Ìý»Ê¹ÚÌåÓýapp settlement date must be recorded before the computer will allow you to record the Settlement Type

• selectÌýPayslipÌýfrom the drop down menu
• click on theÌýOKÌý²ú³Ü³Ù³Ù´Ç²Ô.

A charge reference will be displayed but this is superfluous as the PSA charge has been created through SAFE.

Note:Ìý»Ê¹ÚÌåÓýapp charge details for the year must be more than zero before the computer will allocate a charge reference.