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  • Carrying Forward a Tax Refund

Carrying Forward a Tax Refund

To carry forward a tax refund >> go to the payrun summary screen >> select the month you require >> view details >> next to the employee on the right-hand side, click the 3 dots >> select carry forward

payrun screen tax refund

This will then carry the tax refund to the next month

If you wish to cancel the tax refund being carried forward, select the dots again >> select cancel carry forward

payrun screen tax refund carried forward

Updated on May 3, 2026
Uploading an Employee CSV FileAdding a P45
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