Statutory rates are the country rule blocks the payroll engine reads for tax and contributions. IXL CORE ships rate packs for Kenya (KE) and South Africa (ZA). This guide covers editing a rate block and running the estimator; the exact rate values stay provisional and specialist-owned.
Before you start
- Editing rates needs the manage-statutory permission; running an estimate needs the view permission.
- A regulatory change should normally be entered as a new effective-dated row, not an in-place edit. In-place correction is only for a not-yet-effective or provisional row.
- Only the shape of the rate data is validated on save; the values themselves are specialist-owned and stay provisional until confirmed.
Steps
Edit a statutory rate
- Open the Payroll workspace and go to the Statutory panel.
- Choose the Country code (required): KE or ZA.
- Choose the Statutory type (required), for example PAYE, NSSF, SHIF, Housing Levy, UIF, SDL or a relief type.
- Enter a Label (required, up to 160 characters).
- Set Effective from (required date) and, optionally, Effective to (must be on or after the from date).
- Enter the Rate data block. Its required shape depends on the statutory type — for example a progressive tax needs a non-empty bands or brackets table with
fromandraterows. A malformed block is rejected on save. - Optionally set Is provisional. Clear it to confirm the block once the specialist has signed off.
- Optionally add Notes (up to 2000 characters).
- Save.
[screenshot: Statutory rate editor with country, type, effective dates and rate-data block]
Run a statutory estimate
- On the Statutory panel, choose the Country code (required) and enter a Gross amount (required).
- Optionally set the Effective date, and optional earnings, references and declarations breakdowns.
- Run the estimate to see a gross-to-statutory preview with a calculation trace.
Result
The rate block is saved (confirmed or provisional), and the estimator returns a preview of statutory deductions for the country and gross you entered.