Whenever the UK National Insurance (NI) rates change, you need to update the rates within your UK Payroll Google Sheet used by Futrli.
If you have used Futrli's Import feature to bring through UK payroll information, before you make any changes, you need to make a small change to your settings. This will ensure the government's NI changes are pulled through.
Before making any changes after importing UK payroll information into Futrli, adjust your UK Payroll template settings to ensure the government’s NI changes are applied.
📎NOTE: If you don't use Futrli's import feature to pull through payroll information, or if you don't use the UK Payroll template, then you won't need to make any changes to anything.
Click the Forecasting tab, then view the relevant forecast.
Once in the forecast, click New prediction in the top right, then click Import templates on the dropdown.
Click Open Master Sheet.
Locate and open the tab for your UK payroll template.
Open out the UK Payroll Settings.
Scroll down through the expanded settings until you find the Current and Future National Insurance thresholds section.
Update the future thresholds accordingly.
Under Apply future HMRC rates from set the month and year the changes will be applied.
Head back into Futrli and sync your Master Sheet. Those changes will automatically update in Futrli.