I want to change the NI letter of an employye as now over state pension age so want to change from A to B but will not allow this as employee is also company director?

Hi there, Robert. Please know that you can't update a National Insurance (NI) letter for company directors once they have been paid in the current tax year.

This is because directors have special NI calculation rules that differ from those for regular employees, and altering these could impact the annual calculation.

In this case, you have the option to upgrade to QuickBooks Advanced Payroll, which allows you to change the NI letter for the director at the time of the actual change.

Alternatively, you can stay with the existing NI letter (Category A) in your current payroll plan and change it to Category B at the beginning of the next tax year. If you go this route, I'd recommend contacting HMRC to inform them of the situation.

Come year-end, HMRC will automatically calculate any NI adjustments needed for your director when you submit your year-end returns.

Please let me know if there's anything else I can help you with. I'll respond to you promptly.