Key Information Document

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Name

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Use this form to generate a Key Information Document that will be sent to a worker.

What type of illustration is required?

PAYE only

PAYE and umbrella

Key Information Document - required information

Umbrella name

Expected Umbrella rate of pay (per hour)*

Umbrella fee*

Expected PAYE rate of pay (per hour)*

Ltd Company pay rate*

Expected hours per week*

Agency name*

Company name (employer)*

Company name*

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Hidden calculations

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Hidden default Gross pay

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Employer deductions

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Employer NI

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Employer Pension

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Apprenticeship Levy

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Employer deductions

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Umbrella - Employee threshold calc

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Holiday Pay

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Umbrella - Employee Tax

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Umbrella - Employee NI

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Umbrella - Employee Pension

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PAYE rate

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PAYE - Gross pay

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PAYE - employee tax

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PAYE - NI

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PAYE - Pension

PAYE Illustration

As a PAYE worker, this is the illustration of your take-home pay and typical deductions that we would expect to see.

Net take home pay (PAYE)

Working this number of hours

At this PAYE equivalent pay rate

This would include the following deductions...

PAYE Employee Tax

PAYE Employee NI

PAYE Employee Pension

PAYE Illustration

As a PAYE worker, this is the illustration of your take-home pay and typical deductions that we would expect to see.

Net take home pay (PAYE)

Working this number of hours

At this PAYE pay rate

This would include the following deductions...

PAYE Employee Tax

PAYE Employee NI

PAYE Employee Pension

Umbrella Illustration

As an Umbrella worker, this is the illustration of your take-home pay and typical deductions that we would expect to see.

Net take home pay (Umbrella)

Working this number of hours

At this Umbrella pay rate

This would include the following deductions...

Employer's National Insurance

Holiday pay

Umbrella fee

Umbrella Employee Tax

Umbrella Employee NI

Umbrella Employee Pension

Umbrella Apprenticeship Levy

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Ltd Company Contractor Illustration

As a Ltd Company Contractor, this is the illustration of your take-home pay and typical deductions that we would expect to see.

Gross take home pay

Working this number of hours

At this Ltd Company pay rate

It is the responsibility of the Limited Company Contractor to make the correct tax deductions from the gross take home pay amount, in line with HMRC rules.

Assumptions

In order to provide these illustrations, certain assumptions have been made - as follows:

Tax code: 1257L
NI Letter: A
Enrolled for pension
Standard holiday allowance (20+8)

Share this Key Information Document

Worker name*

Worker email address*

Consultant's name*

Consultant email*

Add a consultant's email address to send a copy of this Key Information Document and PAYE / Umbrella illustrations to them.