I have just started using Moneysoft. Can I confirm there is no facility whereby the software retrieves tax code changes automatically, and that one needs to retrieve these online from the HMRC portal and then enter them?
Many thanks
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No automatic changes
I also use Moneysoft and there is no automatic adjustment of tax code changes. You need to look for the Notices of Coding issued by HMRC. Have you downloaded Paye Desktop Viewer from the HMRC website? I look at this once a month to see if any new notices have been issued.
In Moneysoft, when you open the Pay Details window, you will see the list of tax codes for the particular employee on the left hand side. Click on the tax code for the week/month you wish to alter and a window opens where you can make the necessary amendments.
An afterthought
I was presuming that you were asking about tax code changes that had to be made during the tax year. At the start of each tax year Moneysoft does, in fact, automatically uplift the Paye codes; although it is always best to check them.