PayslipMaker Updates: (Updates listed below in reverse chronological order) 2024.04.05 Payroll Summary With UnTaxed Report: Last column totals were blank if there is no UnTaxed amount. Now fixed. 2024.01.29 NSSF: Added new rates effective Feb 2024. Lower Limit 7,000; Upper Limit 36,000. Emp Max = (T1) 420 + (T2) 1,740 = 2,160. Org Max = 2,160. Total Max = 4,320. 2023.12.15 NSSF: Fixed Tier 1 Totals in NSSF Tiered Format report 2023.12.06 NSSF: Added report to export Tier 1 or Tier 2 contributions on their own. 2023.11.28 Housing Levy: Added option to switch all employees on/off at one go, by double clicking on Housing Fund column heading on Calc Rules. 2023.11.22 NSSF Calc Rules: Added Tier 2 option in Calc Rules. Now possible to switch off Tier 2 for some employees while on for others. Pension: Added an extended report for Pension with added columns (ID No., Email address, Date of Birth). Also a "report" for exporting the same to Excel. 2023.10.04 PAYE iTax Sheet: Added button to export to Excel with headings. 2023.09.04 Housing Fund Levy report: Removed Basic Pay from the report. Not required for the return and doesn't affect the computation. 2023.08.23 Housing Fund Levy Recovery from KRA for July overpayment: Added schedule that combines August return with July's Excess payment so it can be deducted in the August return. 2023.08.18 Tidied up Housing Levy form and export files. Added Housing Levy form for correcting amounts paid to KRA in July. Used the wrong figure to calculate HL, Gross Cash Plus Non-Cash Benefits instead of Fixed Pay (Fixed/Regular cash payments only). 2023.08.15 Changed how Housing Fund Levy is computed. From Cash plus non-cash benefits to Fixed Pay. As per KRA Public Notice of 15th August 2023 2023.08.07 Fixed "Housing Fund - Amounts" report. Was showing 3 times the Employee and Employer HF amounts. Now showing correct amounts. 2023.08.04 Updated Housing Fund reports. 2023.08.01 Added House Levy column in Payroll Summary reports. 2023.07.28 Added Housing Fund Levy 2023 rates. Added shortcut to activate HF for all employees on Calc Rules. 2023.07.03 Added new PAYE bands and rates effective July 2023. 2023.03.09 Corrected NSSF Tiered Format report to pick Fixed Pay as Income. Was picking Basic Pay previously. 2023.02.09 P9 Report updated to include Relief and NHIF information required for filing individual returns on iTax for 2022 income. 2022.08.29 Updated email validation to accept longer email addresses like johnsmith@myorg.world (as opposed to the old two or three characters after the dot - like .org, .com, .co, etc.) 2022.05.25 Enabled adding passwords to payslips. Password added is ID number of employee. 2022.01.09 NHIF Relief Added. Effective Date: 1 Jan 2022. 15% of NHIF contribution is deductible from PAYE as a relief. 2022.01.07 Fixed P9 Page 2 to list different benefit amounts separately on different lines. (Was grouping by the first month and using only that amount.) NITA Yearly - Changed to allow rolling 12 months up to any month. To allow for those whose financial year end is not December. (Previously was only showing 12 months for a given year.) 2022.01.05 Enabled P9 Emailing to work with Office365 email SMTP Server. 2021.12.11 Fixed NSSF SF24 Return to round gross pay to zero decimal figures as required when uploading online. 2021.08.30 Added Untaxed items into Accounting Journals. 2021.08.24 Updated automatically computed Pension Allowed to only happen with Pension Allowed Pay Type (351) is set to COMPUTED. Was automatically computing even when set to Fixed or Variable. 2021.08.24 Enabled emailing of payslips using Office365 email server (Office365 uses port 25, default port is 465, the Gmail server port). 2021.08.02 Removed pop up of login form after backing up. 2021.08.02 Fixed Other Benefits tax exemption to include Kshs3,000. (It was exempting up to Kshs.2,999.99 before. Kshs.3,000 flat will also be exempted now.) 2021.04.20 Added a bank export file with adjustable columns. The columns can be reordered to match that required by a specific bank. 2020.02.04 Added Memo Pay Types for handling Home Benefit entries for iTax. Also adjusted iTax export file to add the entries in the Home Benefit columns. 2020.02.03 On iTax PAYE export file removed zeros from Home Savings column. It has been removed effective Jan 2021 and the sheet now requires the column to be blank. Before it required zeros. Fixed NITA - Monthly report, it was opening blank. 2021.02.01 Updated PAYE table to match KRA's calculation exactly. 2021.01.08 Added NITA export files - one for monthly and one for year end. Year end report counts the number of months an employee is in the payroll for the selected year and multiplies by 50. (The Kshs.50 rate is hard-coded for now, but will be added to the Rates table later so it can be changed as needed.) 2021.01.04 Added PAYE tax table effective on Jan 2021 payroll. 2020.11.30 Added fields to spreadsheet view/export file - Dept, Job Title, ID Number and Phone Number. 2020.10.22 Added Other Benefits sub-total Pay Type to more clearly handle lower limit (Kshs.3,000) of taxable benefits other than car and house. New pay type is 298:SUM:Total Other Benefits (Except Car and House). 2020.09.18 Amended rounding up method for NSSF Tiered calculation so that it rounds up when amount has .5 and higher decimal place. Was rounding down before. 2020.08.08 Added Pay Types for handling PAYE for employees housed by employer. And amended iTax PAYE schedule to include housing Pay Types in the correct columns. 2020.08.03 Reordered columns in HELB export file to match format required for uploading to HELB online portal. 2020.07.27 Added a "general format" net pay bank export excel file that has all the employee bank details columns. For use if none of the other bank export files has all the columns required by a users bank. 2020.07.06 [Re: Fix for 2019.11.28 Update] Pay type 192:Wages (Calculated) was resetting back to Variable after being set as Fixed. Disabled the code that was causing the reset, now it will stay Fixed. 2020.06.19 Pay Type 192 "Wages (Calculated)" was previously permanently set to "Variable". I have changed this so you can now set it to "Fixed". {This Pay Type imports from the Wages Module into Payslips.} Reason for the change: If employees have only Wages and no Basic Pay, Wages should be set to "Fixed" so that Fixed Pay has a value, because NSSF is computed on Fixed Pay. If Wages is "Variable" and the employee has no other Pay Type, Fixed Pay will be zero and no NSSF will be computed. 2020.06.10 P9 Emailer fixed to reset PDF file path to null if PDF is missing (Possible reasons: PDF creation cancelled by mistake, or PDF file deleted after creation, or person selected for emailing but not selected for PDF creation). Before this fix the previous employees file path would be used and hence the current employee would receive the wrong P9. 2020.05.28 Removed tax exemption on bonuses, overtime, and retirement benefits for low-paid earners (those in first tax band), effective from April 2020. 2020.05.05 Adjusted 2020 PAYE table to closer match KRA calculation. Changed last bracket to 57,333.34 (from 57,333.33). And lowered cummulative PAYE by 0.02 for 20% and 25% bands. 2020.04.28 Enabled filtering of Pay Type Lists reports (PayType List By Class and Pay Type List By Type). 2020.04.09 Updated PAYE Rates for Coronavirus Tax Stimulus. New PAYE rates TableID is 2020. 2020.01.30 Fixed Auto Txns Rules form to allow manual entry of employees. The form was not picking up the AutoTxnID and Year and Month so was not allowing the new record to be saved. 2020.01.27 Tool for splitting 100% Basic Pay into 85% Basic + 15% Housing: Added button to add the 15% Housing into payroll directly. Previously you could only change Basic from 100% to 85% then use the Auto Txns option to add the 15% Housing. 2019.11.28 Changed Wages (Calculated) Pay Type (Number 192) to be Fixed. So that that casuals with only wages will have NSSF computed. NSSF is computed on Fixed Pay Types only (as per NSSF rules). To get this change, you need to open and close Pay Types from the Home Page. (The code to make the change activates when Pay Types form opens. 2019.11.06 Added button on Backup Form to allow user to select which folder to save their backup. Fixed error when trying to print PAYE Report by clicking Print button on PAYE iTax Report. Now printing return. 2019.10.30 Pension Module usable but still in test mode. Added Calculated Pension Pay Types - Pay Type 780 Voluntary Deduction and Pay Type 980 Memo (for Organization Contribution). 2019.10.04 Added explicit reference for DLookup call (Access.DLookup instead of just DLookup) when Processing Payslips - To try fix the very occasional installations where error 3085 appears on Processing Payslips. 2019.10.01 Significant updates to Pension Module. But not ready for implementation yet. 2019.09.02 Banks List: Added field showing the banks short name that is used for listing the branches. Also made the banks to be listed in alphabetical order in the Bank drop-down list. 2019.08.08 Fixed Employee Notes form. Form wasn't picking selected Employee ID so could not save notes. Fixed. 2019.06.26 1. Added amount field for "Add PayType For All Employees" input shortcut on Payslips form. Previously could only add with zero amount, now can input any amount. 2. Added "x1" option in Overtime module when auto adding employees. For organizations who opt to pay overtime at hourly rate times one. 2019.05.21 Fixed error message when Unused Pay Type is set as Fixed or Variable when Payslips form is closed because it was trying to update the Pay Type field. 2019.05.03 Added "Payroll Details By Pay Class" report for clearer support of Payroll Summary. Change "Pay Type Lists" report name to "Payroll Details By Pay Type" to improve description. ===== Older Updates (Latest at the bottom) 23/5/2017 Added report to allow export of pension data to Excel. See Pension Data Export To Excel in Payroll Reports List of Payslips Form. 25/5/2017 Added categories to loans module to enable listing loan repayments by category. Useful if you need to give list of deductions to SACCO's, etc. 8/6/2017 Expanded totals fields on "Payroll Summary - Fixed and Variable" to accommodate larger amounts. (Was "pixelating" on amounts above 10 million on some fields). 30/8/2017 Fixed Bank Export Files (for Net Pay) to include Untaxed Amount. Changed Amount field name (in export file) to NetAmount from Amount. (Only edited the four bank export files for this. Yet to edit Sign sheet and printable bank files.) 19/10/2017 Employee List View Reports adjusted to show full fields so that info hidden by a hard return ("enter") are visible on the reports. 08/11/2017 Removed Payroll Summary form from Payslips. The same information is accessible from the Payroll Summary reports so the form was redundant. Plus when the form is open it doesn't allow Processing. Changed Payslips tab titles to try and make clearer. 30/11/2017 Fixed Overtime to update Payslips properly to Pay Type 191 when multiple OT rates used in the Overtime form. 30/11/2017 Added Quickbooks Accounting Journal Export file By Department. 30/01/2018 Fixed Overtime module for manual input of names which was not picking month and year. 01/02/2018 Updated Enter Key behaviour on employee name and number fields not to create a new line. This is to avoid problem if hidden duplicate data in employee record fields. 12/02/2018 Added Modules Deactivator. Allows you to use the modules to do calculations without importing the data into the payslips. New button on Pay Types form to open Module Deactivator. 15/02/2018 Added Leave Statement By Period. A simplified leave statement that only shows the number of leave days earned for selected months, what's been used in that period and the unused days balance. 28/02/2018 Payslip Emailing: 1. Speeded up to only process selected employees. Before the process would go through all employees processing those selected. Now only the subset of selected employees are processed. 2. Added a tool to check email addresses are formatted properly. Also if the name has "hard return" this also causes an error and the tool checks for this too. 3. CC and BCC now working. 30/10/2018 Fixed Auto Txns 1. Was not picking correct details when you click Add All Employees 2. Was deleting all rules instead of current open rules. Fixed to delete current. 10/01/2019 Added Housing Fund feature 22/01/2019 Improved leave batch posting - added option to get all available days for all employees to post at once. Some employers want to clear all leave days at the end of the year. 25/01/2019 NSSF SF24 export redone to work with either Gross Pay or Fixed Pay based on setting on Rates. 28/02/209 PAYE iTax return export was double counting NSSF for actual pension column on some files. Fixed to only count it once. 01/03/2019 Edited last column of P9-OOI/HOSP report to show decimals. Leave Bulk/Batch Add - Fixed to NOT post amount if leave type is NOT Paid. 19/03/2019 P9 Emailer - Fixed to generate as PDF both Page 1 and Page 2 and email both. Was only generating/emailing Page 1 before. 28/03/2019 Fixed Pay Types Reset to leave Calculated pay types as Variable (was setting to Unused). Blocked ability to use '(Calculated)' Pay Types for inputting payroll data. These Pay Types are reserved for importing data from Modules. 04/04/2019 Speeded up Payments module. Was processing advances very slowly for files with a lot of payments data because I had not set to filter current month. Now filtering and works at good speed.