Setting up a Director

To set up a director within BrightPay, select the ‘Tax/NIC/RTI’ tab within the employee’s record and tick the box to indicate that the employee is a director during the current tax year. By default, BrightPay will apply HMRC’s preferred method of ‘annual basis’ for calculating national insurance for directors.

Should you wish to use the alternate method for calculating directors’ NIC instead, simply tick the box provided.

If the directorship is starting during the current tax year enter the start date or choose the date from the calendar. Directors appointed during the tax year will have a pro rata annual earnings period for the remainder of that tax year.

Likewise, should the directorship end during the same tax year, a cessation date can be entered at the appropriate time.

Click ‘Save Changes’ to save the employee’s directorship details.