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Ideas Portal
Status New
Categories Pensions
Created by Christopher Tuckett
Created on Oct 7, 2025

'Use Tax Weekly/Monthly Box' In Pensions Settings Should Set The Pay Period Dates To Align To The Tax Week/Month

Currently by ticking the 'Use Tax Weekly/Monthly' box in Pensions Settings it only changes the pay frequency description in the upload, but crucially it fails to align the pay period dates to the tax week/month. Whilst the workaround is to use the 'Adjust reported Period date by xx days' box, this is not a great workaround as the xx days figure often has to be changed each month for the pension upload to be successful, depending on the number of days in the month. What should happen is that it should set the dates to be the tax week/month that the payroll pay date falls into.

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