The Excel workbook linked above is used to calculate the net pay of employees in the United Kingdom.
The workbook uses 'macro code' and a 'data connection' to enhance the user experience. If you are unsure about the meaning of this, please read the information on the tab titled "Important information".
The workbook will work in Excel 2007 and greater- it won't work in any earlier versions of Excel (e.g. Excel 2003, Excel 97).

The current version of the workbook calculates for the tax years 2012/13 to 2018/19 inclusive.

I welcome your feedback, especially suggestions for making the workbook better or easier to use! E-mail me or sign the guestbook

• Calculates for tax years 2012/13 to date
• Handles multiple pay frequencies- weekly, fortnightly, 4-weekly and monthly.
• Calculates for self only, spouse only or both self and spouse.
• Calculates for both public sector and private sector employees, including Company Directors.
• Allows user to specify the start dates and end dates for pay elements e.g. if you started employment in the middle of the tax year.
• Allows user to enter their own tax codes or choose from the standard age-related codes.
• Handles all National Insurance categories.
• Allows for pay reviews during the year
• Includes the ability to enter details of salary sacrifice (payroll giving and childcare vouchers), annual bonus, student loan repayments and a range of miscellaneous deductions (e.g. union, health insurance).
• Allows user to show prior tax year comparatives.
• Shows detailed calculations for each pay period.
• Allows user to prepare a 'net-to-gross' (desired target net pay) calculation for a pay period.
• Shows a pie chart of your deductions as a percentage of your gross.

Important information

The Excel workbook uses 'Visual Basic for Applications (VBA or macros)' and a 'Data connection' for enhanced functionality. These features are sometimes disabled as a security measure (particularly in work environments).

VBA is used by the workbook to respond to user inputs. This is to try and ensure that the workbook is as easy to use as possible for any particular user. For example, if the user specifies that they are employed in the 'Public sector', VBA displays additional rows of relevance to public sector staff. Another example is if you want to perform a 'net-to-gross' calculation, VBA unhides the sections where you enter the required data for the net-to-gross calculation. YOU MUST ALLOW VBA TO RUN IN EXCEL IN ORDER TO USE THE CALCULATOR- if VBA is blocked from running then this calculator will not function.

The 'Data connection' is used to check if there is a newer version of the workbook available for download and prompts you if one is available. You don't need to enable the 'Data connection' if you are concerned about the security risks of so doing- this will mean that you won't be prompted about the availability of a newer version of the workbook.