Adjust a Previous Payroll

Adjust a Previous Payroll

Adjust a Previous Payroll - Overpayment

Any pay resulting in negative tax value cannot be processed through a normal pay run, as IRD require you to amend the records previously sent for that employee.
The common reason for a negative pay would be an overpayment and you are reversing out the hours or allowances paid by using negative quantities. If you have discussed this with the employee and you have recovered the money they received into their bank account, run an Adjust a Previous Pay to reflect the change in Year to date earnings for this employee. Tax and KiwiSaver deductions will be refunded also.
This is not the same as if you have missed a payment to an employee or if you are amending the leave taken by an employee in a previous pay,  you can run a One Off payroll to pay them or reverse the leave etc in the next pay.
Create supporting documentation for what should have been paid to the employee by using the timesheet entry screen and downloading or printing them. It is important to check the PAYE that would have been calculated on the correct payment and the adjusting entries.
For more information here One-off Pay
For more information here Helpdesk Support  

Open Adjust a previous Payroll

  1. Payroll > 1.Open > Adjust a previous Payroll
  2. Payroll to be adjusted* > select the payroll number that the payment occured in
  3. Confirm by - See confirm screen (System will complete)
  4. Reason* > select from drop down menu
  5. Extra details for IRD* > Enter a brief description 
  6. Select > Open adjustment payroll
  7. Tick > Employee Name 
  8. Select > Add Selected 
  9. Enter Negative Entries into Timesheet Entry Screen - use the same pay elements as before.
  10. PAYE - check this 
  11. Overpayment to be Recovered  - check this 
  12. 4. Confirm
  13. Contact our Helpdesk for assistance 




    • Related Articles

    • iPayroll Payment Methods

      Payment Methods As part of your setup you will need to decide how you will manage the payments in iPayroll. Setup > Organisation > Details > Payment Details > Payment Method Same Day Direct Debit by iPayroll Bank account is debited on the same ...
    • Tax Arrears - TAXA Deduction Element

      Notification from IRD to deduct Tax Arrears Deduction If you will have received a notification from IRD to deduct an amount each pay for one of your employees. You are required to do this by law.  Check the details of the Employee name, their IRD ...
    • Contractors / Directors - Schedular Tax Deductions

      Contractor / Director Set Up (WT or Schedular Payments) You make payments to them under a contract and can include certain activities, eg commissions, director fees or labour only contracts in the building industry. GST can be payable, check if your ...
    • Unauthorised Delegation error (if you manage your own tax)

      iPayroll manages any issues for any clients we are a PAYE Intermediary for. This article is for customers who manage their own tax and have received an Unauthorised Delegation error when a payday file has been submitted. If your tax is managed by ...
    • 5. Opening Tax Balances

      As part of your implementation we would require Earnings Certificates or you will need to provide their year to date earnings for the current Tax year (01 April to their last pay) information.