Bulk update tax codes

If you haven’t set up automatic HMRC updates, you can update multiple tax codes in bulk manually or by using a CSV, TSV, or TXT file.

To learn how to set up automatic HMRC updates, see Connect with HMRC.

Note: Employee ID is a mandatory column for manual entry and file upload.

How to bulk update tax codes from a file

1. From the left side bar, navigate to Employees.
2. Click Import / Export > Import tax codes in the top right corner.
3. Once you’ve clicked Upload data from a file, use the file navigator to select your work hours data file.
4. Confirm if your file contains a header row or no header row by selecting Yes (if your file contains headers), Select another row (if your file contains headers but in a different row to the row indicated with the arrow), or No header row (if your file doesn’t contain headers).

5. Once headers are confirmed, the column headings will begin matching automatically, which you can confirm by clicking Confirm mapping. If you have any columns that are unable to be matched, a Lookup matching fields dropdown will appear.

6. Click Review to check that the confirmed mapping for the file is correct. Then, click Continue once you’re satisfied with the data review.

7. If you are ready to submit, click Yes.

How to bulk update tax codes manually

1. Fill in the work hour data under each column.
2. Once you’re done, click Continue.
3. If you are ready to submit, click Yes.

FAQs

What columns do I need if I’m uploading a pre-populated file?
The headings are listed in the manual data entry section: Employee ID, Tax Code, W1/M1 (non-cumulative). 

Tip: If you choose to use your own headings, UK Payroll will automatically try to match your headings, so try to choose similar or easily identifiable headings.

How should dates, units, and currency be formatted?
For columns that require specific formatting, refer to the manual data entry section. Hover over (i), the information icon in the column headings, to see a list of accepted values.

For columns that have multiple options, select the dropdown within a column’s cell to see a list of accepted values.