Skip to main content

Update Company Year-to-Date Figures

To change your company year-to-date figures, follow these steps:

  1. Sign in to your "Workmax" account.
  2. Click on your "My Account" icon in the top left corner of the page.
  3. Navigate to "Year-to-Date figures" section.
  4. Select the tax year you want to update.
  5. Click on the "Edit" link.
  6. Enter your year-to-date figures.
    • Initial Advance Payment - The amount of advance payment you received from HMRC to cover SSP, SMP, SPP, and SAP.
    • Remaining Advance Payment - The remaining amount of advance payment you received from HMRC.
    • Apprenticeship Levy Allowance - The amount of apprenticeship levy allowance you have.
    • Apprenticeship Levy Paid - The amount of apprenticeship levy you have paid.
    • Initial Employment Allowance - The amount of employment allowance you can claim.
    • Remaining Employment Allowance - The remaining amount of employment allowance you can claim.
  • Click "Save" button.

Workmax will now update your company year-to-date figures. You can now view your updated year-to-date figures in the "Year-to-Date figures" section. If you have any questions or need help, please contact Workmax Support.