How do I set a person's National Insurance category letter?

"How do I set a person's National Insurance category letter?"

The National Insurance category letter turns on discounts to the person's National Insurance contributions.

To set a person's National Insurance category letter:

1. First, select the person on: MenuPeople
2. Then click: TaxTax settings
3. Then scroll down to the "National Insurance" heading.
4. And click: National Insurance ... category letter
5. Currently, HMRC's published about 20 different category letters, each with their own discounts.
6. If you're interested, you can read more about each by reading their notes.
7. You could also click the links to read more on HMRC's website.
8. You'll see some category letters are grayed out (at the bottom), and can't be selected.
9. Grayed out category letters aren't available for the person, based on their gender, age, or other info.
10. For most people, the letter to select is "A", which has no National Insurance discount.
11. And finally, click Save, and you're done.

Keep in mind that:

• If you're ever not sure which letter to select, set it to letter: "A"
• Sometimes, when you look through the list, you may find more than one category letter that matches the person.
• When more than one category letter matches a person, it's up to the employer to pick only one.

And that's it! That's everything you need to know about setting a person's National Insurance category letter!