Introduction to Income Tax and NICs

Introduction to Income Tax and NICs Introduction

CONTENTS

Page Introduction .................................................................................... 7

1.1

Objectives ................................................................................................. 7

1.2

The ideal ................................................................................................... 7

1.3

Key dates .................................................................................................. 7 Earnings ......................................................................................... 8

2.1

What counts as ‘earnings’ ....................................................................... 8

2.2

Benefits in kind ........................................................................................ 9

2.2.1

What a benefit in kind is ............................................................................. 9

2.2.2

Tax and NICs liability.................................................................................. 9

2.3

Payment / earnings period..................................................................... 10

2.3.1

Frequency of earnings periods ................................................................. 10

2.3.2

Two or more earnings periods .................................................................. 10

2.3.3

The effect of the earnings period .............................................................. 10

2.4

Determining basic pay ........................................................................... 11

2.4.1

How weekly pay figures are determined ................................................... 11

2.4.2

How salary pay figures are determined .................................................... 12

2.5

Abbreviations ......................................................................................... 12 Deductions ................................................................................... 13

3.1

Employment Rights Act 1996 ................................................................ 13

3.1.1

Lawful deductions .................................................................................... 13

3.1.2

Exceptions ............................................................................................... 13

3.2

Types of deductions............................................................................... 14

3.2.1

Statutory deductions................................................................................. 14

3.2.2

Contractual deductions ............................................................................. 14

3.2.3

Voluntary deductions ................................................................................ 14

3.3

Implications of deductions .................................................................... 15

3.3.1

Sequence ................................................................................................. 15

3.3.2

‘Free of tax’ deductions ............................................................................ 16

3.3.3

‘Free of NICs’ deductions ......................................................................... 16

3.3.4

Pension schemes and contributions ......................................................... 17

3.3.5

Deductions and benefits in kind ................................................................ 18

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