The Tax Monthly Total Detail screen calculates totals per Pay-As-You-Earn (PAYE) number across companies and company rules. The system uses these totals to populate the EMP201 report. Each record is unique per PAYE reference number, calendar month, and calendar year. The system also manages Employment Tax Incentive (ETI) values, including carry-forward and compliance rules.

1. Expand Company Management in the navigation pane.
2. Double-click Tax Monthly Total.
3. Double-click the required record.
4. Select Detail and select New.
5. Select the Tax Number.
6. Select the Calendar Year.
7. Select the Calendar Month.
8. Select OK.
   
   NOTE:

   The system creates the record and calculates the totals.

9. Select Rebuild to recalculate all values.
10. Select Recalc Adjustment if you adjusted ETI values.
11. Select Save.
12. Review all calculated totals.
13. Select Save.
14. Select Print EMP201.

To understand key fields on Tax monthly Total report.