Fixing Tax Codes in BrightPay 2018/19 in Moneysoft Import Scenario

An issue was discovered after the 2018/19 release of BrightPay affecting customers who were using Moneysoft Payroll Manager in 2017/18.

This issue does not affect customers who imported directly from Moneysoft 2017/18 into BrightPay 2018/19. Rather, it only affects customers who imported from Moneysoft 2017/18 into BrightPay 2017/18, and then from BrightPay 2017/18 into BrightPay 2018/19.

The issue was that in the Moneysoft 2017/18 -> BrightPay 2017/18 import, BrightPay was incorrectly applying a tax code uplift, because it wrongly determined that the Moneysoft data was 2016/17 data. This had the effect of increasing 2017/18 tax codes by 50 (L codes only - M codes would be increased by 55 and N by 45).

We've added a feature into BrightPay 2018/19 to allow this situation to be easily remedied. There are two options for how to apply the fix:

OPTION 1: Apply to an open employer file

1. Open an affected employer file in BrightPay 2018/19.
2. With the main window for that employer open, type Shift + F3 on your keyboard.
3. BrightPay will ask you for confirmation to apply the fix. Click OK.

OPTION 2 (Bureau users only): Batch apply the fix to multiple employer files

1. Ensuring no employers are already open, click the Batch Operation tab on the BrightPay start screen.
2. Hold Shift on your keyboard while clicking the Operation dropdown selection. Select the Moneysoft double import fix operation. Release Shift.
3. Select which files to apply the fix to.
4. Click Run.

For both options above, once the fix is applied to a file, it will be prevented from being applied again.

Also please note that the fix will only be able to be applied to employer files in which none of the payslips have yet been finalised.