How do I change my pay periods to tax periods?

If you’ve already set up your groups using calendar periods, you’ll need to set up a new group using tax periods. To create a new group click on ‘Manage groups’ from your NEST home page.

You’ll need to move your members to the new group through a contribution schedule. For help setting up a new group please see How do I align my worker group to a tax period?

For more information on changing groups to align with tax periods please see How do I change a member’s group by entering information for one member at a time into the website? or How do I change a member’s group using a CSV file?

If you use Sage, you’ll need to ensure you set up your NEST scheme to work with Sage. Please see the NEST pension page on the Sage website for more information about how to do this.

If you’re using another payroll software provider you may need to contact them to find out how to do this.