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

The NI category letter1:46

"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: "Menu", then "People"
  2. Then tap: "Tax", then "Tax settings"
  3. Then scroll down to the "National Insurance" heading.
  4. And tap: "National Insurance ... category letter"
  5. Currently, HMRC's published about 20 different NI 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 tap 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, tap 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!

Updated: Thu, Oct 19, 2023.

© 2020–2024 1st Money UK Holdings Ltd. All rights reserved.
www.1st.money/help/Payroll/How_do_I_set_a_person's_National_Insurance_category_letter