Choose Your Template
Advanced Templates

Choose a modern paystub design, then preview or generate when your details are complete.

Template Fields

Select a bank or Enter your own (not auto-generated). Account Type is Checking or Savings only. Check / account numbers can use Auto Generate.

Prefills from the employer profile. Change here to override for this payslip.

Add people to this paystub

Select company and employee, or company and contractor. Earning Statement fields auto-fill from the employee profile you choose.

Contractor selected: this payslip still applies ordinary employee PAYE, National Insurance and pension rules — PaystubX does not adjust this calculation for IR35 / off-payroll working status. For a genuine non-PAYE contractor or supplier payment, use a separate invoice/contractor-statement workflow instead of this employee-style payslip.

Earning Statement

Basic Pay *

How should year-to-date (YTD) start?

Choose Auto Calculate for the original automatic YTD estimate, or choose a ledger setup method when you have real earlier payroll. Only one method can be active, so prior pay cannot be counted twice.

How to fill in this setup

Choose Auto Calculate when you want PaystubX to estimate YTD for you. If you have real earlier payroll, use one of the other three methods instead.

Which method to pick

  • Use PaystubX Auto Calculate — no manual YTD setup; estimates from the current pay, frequency and pay date.
  • Carry forward YTD balances — you have the totals. Quickest.
  • Import previous payroll history — you want every past payday listed.
  • Start at zero — you have not paid this worker yet this tax year.

Auto Calculate is an estimate, not imported payroll history. For entered balances, Net = Gross − employee taxes and deductions.

View more — exact figures, example and compliance notes

Where these numbers come from

Open the P11 deductions working sheet from your previous provider, or Total pay to date and Total tax to date on the last payslip. Use only payroll run under this same employer/legal entity and PAYE scheme, from the start of this tax year (6 April – 5 April) through the actual check/payment date of the last payroll processed by the previous provider. That payment date — not the work-period end date — is your cutoff date. Do not add wages from another employer the worker previously worked for.

Choosing between the methods

  • Auto Calculate keeps the original PaystubX behavior. It estimates YTD as the current payroll repeated through the selected pay date and writes no opening or historical ledger records.
  • Carry forward keeps stub and ledger YTD right without recreating each payday, and works best when you have the tax components too.
  • Import history uses actual payroll-by-payroll records. Never enter the same amounts as both opening balances and history.
  • Start at zero applies per employer — a worker's pay from a different employer does not belong in this employer's ledger.

Worked example

Today is Tuesday 18 August 2026. Here is what each choice means.

1. Auto Calculate — PaystubX estimates it

If the current monthly payroll is £2,000 and this is the 8th monthly pay period, PaystubX estimates £16,000 gross YTD. Nothing is entered manually and no prior ledger record is created.

2. Switching from another provider — type the totals once

  • Previous payroll cutoff date 14/08/2026 (their last payday)
  • First PaystubX payroll date 21/08/2026 (your first payday)
  • Gross YTD 20,000.00
  • Taxes & deductions YTD 5,000.00
  • Net pay YTD 15,000.00  (20,000 − 5,000 — leave blank and PaystubX fills it)
  • Employer-paid amounts YTD: copy the actual employer National Insurance and employer pension amounts from the prior report; do not estimate them from gross pay (reporting only; never subtract from employee net)

Your next payroll of £2,000 then shows 22,000.00 gross YTD on the stub.

3. Importing history — list the old paydays instead

Same worker, same £20,000, but each earlier payday gets its own row: 07/08/2026 and 14/08/2026, £10,000 gross and £2,500 deductions each. The rows add up to the same 20,000 gross and 5,000 deductions, so do not also fill the totals in method 1 — the pay would count twice.

4. Starting fresh — leave everything blank

If this employer has paid this worker nothing this tax year, skip the totals and the history. Your first PaystubX payday 21/08/2026 of £2,000 is the whole year so far, so the stub reads 2,000.00 gross YTD and grows from there.

Records and filings

For PAYE/RTI, also retain the P11/payroll record and prior FPS/EPS submission records, including tax-year-to-date pay and tax and the employee/employer National Insurance details. Saving a PaystubX opening balance does not by itself transfer or prove which provider is responsible for prior tax filings, payments or year-end forms.

How should PaystubX initialize your payroll ledger?

Use PaystubX Auto CalculatePick this if you do not want to enter earlier payroll or starting balances. PaystubX turns Auto Calculator ON and estimates YTD from this payroll amount, the pay frequency and the pay date.

Example: if this payroll is £2,000 and the pay date is in the 8th monthly pay period, the estimated gross YTD is £16,000. This is a convenience estimate; it does not recreate the worker's actual earlier payroll or add opening/history records. If this worker already has finalized PaystubX ledger history, those actual records stay authoritative.

I'm switching from another payroll providerPick this if this worker was already paid this tax year by another payroll provider and you have the totals. You type the year-so-far totals once and PaystubX adds every new payroll on top.

Example: the old provider's report says £20,000 paid before tax so far, with £5,000 taken off in taxes and deductions. You type those two numbers, then your next PaystubX payroll of £2,000 makes the stub read £22,000 gross YTD.

Import my previous payroll historyPick this if you want every earlier payday listed one by one instead of one total. You add a row per payday — date, gross, taxes and deductions — copied from the old provider.

Example: two earlier paydays of £10,000 each add up to the same £20,000 gross YTD. Use this or the totals above, never both, or the same pay counts twice.

I'm starting payroll for the first time this tax yearPick this if this employer has not paid this worker at all this tax year — a new company, a new hire, or your very first payroll this tax year. Leave the boxes blank; there is nothing to carry over.

Example: today is Tuesday 18 August 2026, and nobody has paid this worker this tax year. Your first PaystubX payday 21/08/2026 of £2,000 is the whole year so far, so the stub reads £2,000 gross YTD. Pay from a different employer does not belong here.

Previous payroll cutoff dateThe actual check/payment date of the last payroll this same employer processed with the previous provider — not the work-period end date. Imported payroll must be on or before this date; the first PaystubX payday must be after it, preventing the same payroll from being counted twice.

First PaystubX payroll dateThe actual check/payment date of your first payroll run inside PaystubX — not the work-period end date. It must be after the cutoff date and builds on the balances you enter here.

Enter YTD totals from the previous provider through the cutoff date. Tap beside a label to see exactly what belongs in it. The tip opens over the form — nothing moves — and closes with Hide, Esc, or a tap outside.

Net pay YTD should be 0.00

Gross YTDTotal gross earnings paid to this worker from the start of this tax year (6 April – 5 April) through the cutoff date — regular pay, overtime, bonus, commission and other taxable pay. Copy it from the P11 deductions working sheet from your previous provider, or Total pay to date and Total tax to date on the last payslip.

Taxes & deductions YTDEverything withheld from the worker so far: tax paid to date, employee National Insurance, and any employee pension contributions, plus anything else taken from pay such as student loan repayments or salary sacrifice. Do not include employer-paid taxes here.

Net pay YTDTotal take-home pay so far. It must equal Gross YTD − Taxes & deductions YTD, which is how you prove the opening balances tie back to your previous provider's report. Leave it blank and PaystubX fills the difference for you.

Employer taxes YTDEmployer-paid amounts so far: employer National Insurance and employer pension contributions. Stored for reporting only — it never reduces the worker's net pay and is not part of the Gross − deductions check.

UK payroll component starting balances

Copy actual values for the current UK tax year (6 April–5 April). Employer National Insurance and Employer Pension must remain separate.

UK payroll componentsCopy actual UK tax-year-to-date components from the prior provider. Employer National Insurance and Employer Pension are separate balances. PAYE Tax, employee National Insurance and employee pension remain employee-side. NI-able earnings are stored as migration context only; PaystubX does not recalculate old payroll from them.

Add each prior payroll (pay date / gross / deductions / net). Pay dates must be on or before the cutoff date, and leaving Net blank stores gross minus deductions. These become historical ledger rows, not PaystubX-generated pay.

Each prior payrollEnter one row per payday exactly as your previous provider paid it, oldest first, using the P11 deductions working sheet from your previous provider, or Total pay to date and Total tax to date on the last payslip. Each row becomes a historical ledger entry rather than PaystubX-generated pay, so the totals below should match your old provider's year-to-date figures.

Gross 0.00 · Deductions 0.00 · Net 0.00

Start Fresh — £0 YTD. Previous payroll amounts will not be included. Do not use this if you are switching payroll providers mid-year.

Auto Calculate selected. Nothing else to enter here. PaystubX will use the current pay, pay frequency and pay date to estimate YTD when there is no saved ledger history. It does not create earlier payroll records; actual finalized PaystubX records still take priority.

ON fills This Period and YTD from the pay date. Choose how the year starts in How should YTD start?.

Drives PAYE tax rates (England/NI, Scotland, or Wales). Separate from employee mailing address.

Tax code prefix and Income Tax Region do not match. Verify both before finalizing.

Works Number / payroll ID from the employee profile (required for PX-200).

Payments

PaystubX does not check pay against National Minimum Wage / National Living Wage rates (e.g. £12.71/hour for ages 21+ from 1 April 2026), age bands, apprentice rates, unpaid working time, or the effect of salary sacrifice on NMW pay. Employers remain responsible for confirming NMW/NLW compliance independently.

DEDUCTION

Note: Deduction and tax calculations (including YTD) are automatically generated by the system while the Auto Calculator above is ON. Set it to OFF if you'd like to turn off the automatic math and input your own numbers instead.

Total Year To Date

Annual Leave (optional)

Optional employee leave ledger — Remaining is calculated automatically. When filled, Important Notes suggests an accurate Holidays summary you can edit; printing stays off until you check “Show on pay stub template”. On PX-600 this table can also print on the payslip.

Annual leave

Suggested from the Annual Leave ledger (available = annual + carried, remaining = available − taken) when those fields are filled — you can edit or clear it anytime. Prints on UK templates with a notes / Employer Message box (PX-100, PX-101, PX-102 Blue, PX-105, PX-200 family, PX-600) only when checked. Limited to 255 characters (Sage UK payslip message limit); keep to about 3 lines for best fit.

0 / 255
Employer only · not deducted from employee pay

Employer Taxes & Contributions

Optional

You may leave this section unchanged if it does not apply or you are unsure. It is for employer payroll-cost planning only and does not change employee take-home pay.

Employer PAYE/NIC: Not calculated for contractor payment
Enter payroll details, then refresh.
Employer liabilityThis payrollYTDNI-able earnings
Total Employer Taxes£0.00£0.00
Total Employer Contributions£0.00£0.00
Gross Pay£0.00
Total Employer Cost£0.00Gross pay + employer taxes + employer contributions
All changes saved
Review details before generating the final paystub.