NIM02489 - Class 1: Vouchers - non-cash vouchers – qualifying childcare vouchers from 6th April 2005 – how to calculate the exempt amount – example 1 – employee with regular monthly payment of vouchers in 2005/06 tax year – calculation based on the legislation - payment in tax month 12 - earnings paid 31st March 2006

The calculation of the chargeable expense is as month 1 ie, £217 ( NIM02478).

The exempt amount is calculated using the formula E x QW where:

E = £50

QW is the number of qualifying weeks:

(a) for which the employee has been employed by the secondary contributor during the tax year in which in which the qualifying childcare voucher is provided; and

(b) for which no other qualifying childcare voucher has been provided by the secondary contributor.

As the vouchers are not provided during the period 6th April 2005 to 5th October 2005, the modified rule for calculating the exempt amount does not apply (see NIM02472). So employer A must use the general rule for calculating the exempt amount (see NIM02471).

QW(a) = 51 (the number of qualifying weeks for which Z has been employed by employer A at the time the voucher is provided). As employee Z has already had qualifying childcare vouchers for 47 qualifying weeks (ie, those provided in months 1 to 11, the value of QW is 4.

So the exempt amount is £50 x 4 = £200.

As the chargeable expense - £217 – exceeds the exempt amount, only that latter amount may be disregarded. So:

  • only £200 may be disregarded in calculating the employee Z’s earnings for December;
  • employer A must include £17 (ie, £217 minus £200) in Z’s earnings for the purposes of calculating the amount of Class 1 NICs due.

For:

  • details of how to calculate the exempt amount:
  • for month 11, see NIM02488
  • using the simplified method of calculation, see NIM02491
  • a summary of the position for months 1 to 12, see NIM02490.