Income Tax — User Guide
Module: HR Payroll
Audience: Payroll administrators, HR managers, finance reviewers
Version: 1.0.0
Last updated: 2026-07-22
Overview
Income tax is a monthly read-only register showing how much income tax was withheld for each employee. You cannot type values on this screen — amounts appear after you close a pay slip run for the month.
Use this screen to review monthly withholding and year-to-date (YTD) totals. To change tax amounts, adjust employee tax settings or the payslip run, then close the run again.
Prerequisites
- Permission: Income tax → View (or View own for managed staff only).
- Tax rates configured: Payroll → Settings → Income tax rates (and rebates if used).
- Employee tax codes set: Manage employees — income tax code and rate.
- At least one closed pay slip run for the month you want to review.
Step-by-step: Review monthly income tax
- Go to Payroll → Income tax.
- The page opens on the current month.
- Review columns:
- Income tax — amount withheld for the selected month (from closed pay slip run).
- Tax for year — running total of income tax for that employee in the calendar year.
- Identity columns (employee number, name, department) are read-only.
Expected result: One row per eligible employee. Zero values mean no closed payslip wrote tax data for that month yet.
Step-by-step: Filter by month or staff
- Set Month to the period you want to review.
- Optionally filter by Department, Role, or Staff.
- Wait for the grid to reload.
Tip: Changing month updates both the monthly column and the YTD column (YTD is always for the calendar year of the selected month).
How income tax gets into this screen
Income tax is not entered here. It flows from the pay slip process:
- Configure tax brackets under Payroll → Settings → Income tax rates.
- Set each employee's tax code on Payroll → Manage employees.
- Create and complete a Pay slip run for the month (Luckysheet calculates
Income tax PAYEwhen the employee tax code isA). - Close the pay slip run — this writes the monthly income tax amounts shown on this screen.
To correct a value, fix the underlying payslip or employee tax settings and re-process the run.
Key fields
| Column | Description |
|---|---|
| Employee number / name / department | Identity (read-only) |
| Income tax | Tax withheld for the selected month |
| Tax for year | Sum of income tax from January through the selected month (closed runs only) |
Common issues
| Symptom | Likely cause | What to do |
|---|---|---|
| All values show 0 | No closed pay slip for that month | Create and close a pay slip run |
| Employee shows 0 tax but should pay tax | Tax code not A on manage employees |
Check income tax code on employee record |
| YTD seems low | Earlier months not closed | Close pay slip runs for prior months in the year |
| Cannot edit cells | Screen is read-only by design | Adjust payslip run or employee tax settings |
| Tax calculation wrong | Brackets or taxable salary incorrect | Review Settings → Income tax rates and payslip taxable salary column |
Related features
- Payroll → Settings → Income tax rates — progressive tax brackets
- Payroll → Settings → Income tax rebates — rebate codes used on payslips
- Payroll → Manage employees — per-employee tax code and rate
- Payroll → Pay slips — calculates and records income tax on close
- Payroll → Reports → Income summary report — aggregated income and tax reporting