---
title: "Tax and NI details"
slug: "what-are-the-tax-and-ni-details"
updated: 2026-06-10T11:23:01Z
published: 2026-06-10T11:23:01Z
canonical: "help.cintra.co.uk/what-are-the-tax-and-ni-details"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# Tax and NI details

Use the **Tax and NI** form within **Cintra iQ** to view and record the employee's tax and national insurance information. Go to **Cintra iQ**: Employment Record > Forms > Tax & NI

## Tax NI Details

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001066755.png)

## Tax Tab

Use this tab to view and record tax codes.

## Tax Code History Pane

Within the **Tax Code** History pane, you can view and set up tax codes

| Name | Description |
| --- | --- |
| **New Employee (No P45 Details)** | If the employee has no P45 but have filled in the **Starter Check List** form from **HMRC**, use this form to record their employment circumstances, type of **Student Loan**, **Declaration** date, and/or flag if the employee is seconded from an overseas employer. > [!NOTE] > **Note:** If the employee has not filled in a Starter check list form from HMRC, select the Employer option. The statement: C is automatically selected and the employee is placed on the 0T tax code whereby the employee is not eligible for any allowance. |
| **New Employee (P45 Details)** | Use this form to record the employee's **P45** details such as the previous **Tax Code**, type of **Student Loan**, last entries on the **Deductions Working Sheet (P11)** etc. Use this form to declare the employee's employment circumstance. > [!WARNING] > **Important:** When you receive a P45 form from the employee, you should also be given a New Starter Declaration. Use the Declarations button to record this. |
| **New Employee (Pension Payroll)** | Use this form to record the employee's employment details such as the **Previous** **employer PAYE reference**, **Date of leaving**, **total pay to date** etc.; whether the employee is receiving a pension as a recently bereaved spouse or civil partner. You can also record the **Pension/Income Drawdown/Income Withdrawal** details. |
| **P6/6B Coding Notice** | This type of coding notice will typically be received via a **File by Internet** download, so will not be manually entered. Use this form to record paper copies of data sent from **HMRC** through the post, which informs the employer of the correct tax code for the employee. |
| **P9 (T) Coding Notice** | This type of coding notice will typically be received via a **File By Internet** download, so will not be manually entered. Use this form to record the paper copies of data sent from **HMRC** through the post, which informs the employer of the tax code change for the employee. |
| **Manual coding** | Use this form to assign the tax code to a new payroll. > [!WARNING] > **Important:** This form is only for use during data transfer from other systems i.e. during implementation. |
| **New Employee (Expat)** | Use this form to record the employee's circumstances, type of student loan, Declaration date, and/or flagged if the employee is seconded from an overseas employer. |

> [!NOTE]
> **Note:** If there are any tax code changes for an existing employee, the codes would be downloaded via FBI. The tax codes will automatically appear in the Tax Code History pane.

| Button Name | Description |
| --- | --- |
| **Take On Tax Adjustments** | If you are working with a parallel payroll, you can use this button to adjust any **Take On** tax for the employee to ensure the figures match. > [!NOTE] > **Note:** The Pay Schemes RTI functionality must be switched off during the parallel in order for the adjustments to be made. Once the payroll is closed off, you cannot make a tax adjustment. |
| **Tax Rebates** | If the employee is a casual worker, you can suppress their tax rebate by using this button so that the employee is not paid a tax refund for periods of zero pay. |
| **Student Loans** | If the employee has student loans, click this button to view details. You can also stop the student loan by entering the stop date here. But if the student loans are set up by **FBI**, you can view the student loan details by clicking this button. |

## National Insurance tab

Within the **National Insurance** tab, you can set national insurance contributions categories for the employee.

| Name | Description |
| --- | --- |
| **Irregular Payment to Leaver** | Click this button if an employee leaves and there is an irregular payment required to be paid, their National Insurance Contribution payment can be calculated on a weekly basis instead of on a monthly basis. For more information, see [**How do I calculate irregular late payments to leavers?**](/iq/docs/how-do-i-calculate-irregular-late-payments-to-leavers) |
| **Apprentice** | Click this button to record the dates from which the employee starts and ends their apprenticeship. |
| **2021-22** | Click this button to select the desired tax year for the directorship |
| **Director Status** | If the employee is a director, click this button to calculate National Insurance Contributions in the selected tax year. |
| **NI Adjustments** | Used for manual adjustments to the National Insurance Contribution. This is typically only used during implementation for parallel runs. |

## New NI Settings

| Name | Description |
| --- | --- |
| **Effective Date** | Enter the date in which the NI Category is in effect. |
| **NI Category** | > [!NOTE] > **Note:** If you do not select a NI Category, the category automatically defaults to A: Standard - Contracted In. |
| **Employee has an APP** | This option is no longer used and is displayed for historical purposes only. |
| **CA2700 Received** | Select this check box if the employee is on a reduced rate NI category and defers their National Insurance contributions. For example, the employee is ion state pension age and is category C- retired. |
| **CA4138, CF383, CF380A Held** | Select this check box if the employee is eligible for married women's reduced rate National Insurance contributions. |

For more information about the **National Insurance** tab, see [**How Do I Make NI Category Changes?**](/iq/docs/how-do-i-make-changes-to-a-national-insurance-category)

## **HMRC Forms Sent** tab

Within the **HMRC Forms Sent** tab, you can view the records of what has been historically submitted to **HMRC**, such as **P45s**, **Starter Checklist** etc.

> [!NOTE]
> **Note:** Once a record is printed and saved, the P45 Printed check box is automatically selected to indicate that it is already printed.

## RTI Details tab

Within the **Tax and NI** form, you can record the hours worked and any periods of unpaid absence using the **RTI Details** tab. You can determine whether an **Off payroll worker** is on the payroll, by selecting the **Off payroll worker** checkbox. For more information about **Real Time Information (RTI)**, see [**What is Real Time Information?**](/iq/docs/what-is-real-time-information-rti)