Ciphr Payroll Cloud Templates: Tax Details

Tax details can be imported at any time if you need to complete this as a bulk process, though this is more common during your initial payroll implementation. Our Ciphr Payroll Cloud - Tax Import template enables you to import the National Insurance letter, tax code and week 1/month 1 basis. 

You can amend the header for the Pay ID to Employee Code if you prefer to import using the employee's code rather their ID. 

Use the dropdown list to select the employee's NI Category. If the employee has an uncommon NI letter that is not captured in the list, please save the file as a CSV then you can free-type into this box. 

Do not leave fields blank: if there is a blank field, it may override existing figures with a 0. 

You should then import the file on the Employees page:

Select +New import, then use a reference for your import if desired. Once your import has been completed, you will receive confirmation of successes and any errors, for example: 

You can check the data on the employees under the employee's record page: 

Alternatively, you can use the Employee Details Report to check these have been updated in bulk. You can download this file as a CSV, Excel or PDF using the Download button in the top right corner.