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Ideas Portal
Status Will not implement
Categories Pensions
Created by Shruthika Todupunuri
Created on May 19, 2025

Pension YTD Previous Years

Currently, the system displays Pension YTD figures for the current tax year on the employee record (Employee>Edit Pension>Pension YTD). It would be beneficial to also include YTD figures from previous tax years on the same page.

Another Option - A report under Reports > Pensions that displays pension YTD figures by tax year would be very useful.

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