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Ideas Portal
Status Planned
Categories Payrun
Created by Gina Burnside
Created on Apr 1, 2026

Roll medical benefits over into the new tax year

As part of the year end process, it would be really helpful to carry continuous medical benefits into the new tax year. Currently we have to export and re-import, or manually enter, which carries a risk of manual error.

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  • Elizabeth Duell
    Apr 17, 2026

    Also agree. Rates changed in January then all had to be re-entered again in April. User interface option is a good idea.

  • Matthew Gillett
    Apr 2, 2026

    Agree with the idea in proncipal and raised one myself, which was rejected. This is because PMI is generally a 1 year beenfit cost for a tax year and cost will increase for new tax year. Therefore re-importing is required. I believe the best solution is to have a user Interface, that allows the User to determine what benefits are carried forward into the new tax year by PAYE reference number (Bureau - multiple payrolls).