WFM UK: Producing a Statement of Earnings

Overview

A statement of Earnings is a document used by employers and employees to ensure transparency, accuracy, and compliance with financial and legal requirements. This article shows how to obtain the following information from an employee's 'P11 Details' screen in the Payroll module.

• Employee Name
• NI Number
• Date of Birth
• Company Name
• PAYE Ref
• Dates Employed
• Tax Year
• Gross Pay (previous employment and current employment)
• Total Tax (previous employment and current employment)
• Tax Code

There is a Statement of Earnings template at the end of this article, which can be copied/used as needed.

P11 Details

• Using the side menu, go to Payroll > Employees > Employee List > search for and select an employee (likely that Former is selected for Employee Status)
• Next, use the employee side menu and go to Payroll > Employee Payroll Info > P11 Details

Fig.1 - P11 Details from the employee side menu

Here, the employee's name, date of birth, NI Number, and termination/start dates are displayed. The employer name and PAYE reference can also be seen here.

Fig.2 - Employee and employer details on P11 Details screen

• Select the relevant Tax Year appropriate for the Statement of Earnings requested. For example, between April 2023 and March 2024, select 2023/2024
• Select View Summary And Totals from the top-right corner

Fig.3 - Selecting the Tax Year and 'View Summary and Totals'

Pay and Tax Total figures will appear in the bottom left corner. Use these figures to complete current and previous employment totals.

Fig.4 -Pay and Tax Totals on the 'View Summary and Totals' view

• Then, from the top right corner, select P11 Report

Fig.5 - 'P11 Report' button

A new window will open. The tax code used in the Statement of Earnings can be obtained from here. 

• It is made up of:
  • The 3 numbers of the' Tax District and Reference' from the P11 report and the 'PAYE Reference' (from the 'P11 Details' screen), separated with a forward slash
• Using the example shown in Fig.6 and 2, the code would be: 120/ABC123

It is important to use the Tax District and Reference code from the P11 report, not the code in the portal. The  Tax Code in the Portal is the latest one and may not be applicable for the period for which the Statement of Earnings has been requested.

Fig.6 - Tax District and Reference code in P11 Report - to be combined with PAYE reference

Appendix 1

Example of a Statement of Earnings:

TO WHOM IT MAY CONCERN

Employee: 
NINO:                     
Date of Birth:     
Company:     
PAYE Ref:            
Dates employed:    

Tax Year:                            

Previous employment:                 
Current employment:                

Current tax Code:              

Signed: