Bulk update tax codes

If you haven’t set up automatic HMRC updates, you can update multiple tax codes in bulk manually or by using a XLSX, XLS, or CSV file.

To learn how to set up automatic HMRC updates, see Connect with HMRC.

Note: Employee ID is a mandatory column for manual entry and file upload.

How to bulk update tax codes from a file

1. From the left side bar, navigate to Employees.
2. Click Import / Export > Import tax codes in the top right corner.
3. Click Select file to use the file navigator, or drag and drop your file into the screen.
4. Select the correct header row.
5. Once headers are confirmed, the column headings will begin matching automatically, which you can confirm by clicking Confirm mapping. If you have any columns that are unable to be matched, select the correct option from the dropdown menu.
6. To quickly validate the data, toggle on Show only rows with errors. You can then validate the data at the row or cell level.

   Note: Rows with errors will be ignored.

7. If you are ready to submit, click Yes.

FAQs

What columns do I need if I’m uploading a pre-populated file?
The headings are: Employee ID, Tax Code, W1/M1 (non-cumulative).

Tip: If you choose to use your own headings, UK Payroll will automatically try to match your headings, so try to choose similar or easily identifiable headings.

If I’m bulk uploading a file, how should dates be formatted?
DD/MM/YYYY or YYYY/MM/DD. The numbers must be separated by a forward slash (/).