Go to Payroll, Transactions, Adjustments, Create or Modify.

Enter or select the Location and Employee Code.

From the Function drop-down box, select Add new pay - start with Empty pay.

Tab though and enter a Pay Description.

Enter the Tax Periods as value -1.

Tick Payment Required.

Click Accept (F9).

Once in the 2nd screen, If you integrate Payroll with Attaché Accounts, create a bank line in your pay (if not, you can skip this step).

In the Tax field, enter the required refund amount as a positive amount. You will notice when you Tab or Enter out of the field it changes to a negative. Note that if there are breakdowns of Study and training support loans for the employee, a second screen will pop up allowing you to apportion an amount of the refund to Normal tax and the Study loan (You will have to manually work out what the splits should be).

Once complete, select Accept (F9) then click Finish, and Yes to Accept this pay.

Check the pay for the Date Paid and Pay Period Ending that match the previous incorrect pay.

Process this pay as normal.

Go to Payroll, Transactions, Adjustments, Create or Modify and create a 2nd adjustment pay.

Enter or select the Location and Employee Code.

From the Function drop-down box, select Add new pay - start with Empty pay.

Tab though and enter a Pay Description i.e. repay of over taxed amount <date>.

Leave the Tax Periods as value 1 as per normal.

Tick Payment Required.

Click Accept (F9).

Enter the amounts against the codes as per the original pay. Note: you may have to manually work out any splits over multiple time codes to make up the total of the over-paid tax amount.

Add a bank line and a comment line if you require.

Adjust the Tax field to be zero.

Once complete, select Accept (F9) then click Finish, and Yes to Accept this pay.

Check the pay for the Date Paid and Pay Period Ending that match the previous incorrect pay.

Process this pay as normal.