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Update Company Year-to-Date Figures

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

Workmax My account Year to date figures page, where company year-to-date payroll figures can be viewed and edited. The Year to date figures page under My account.

  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.