Key Information Document

Use this form to generate a Key Information Document that will be sent to a worker.
What type of illustration is required?
- PAYE only
- PAYE and umbrella
- Ltd Company Contractor
Key Information Document - required information
Expected Umbrella rate of pay (per hour)*
Expected PAYE rate of pay (per hour)*
Ltd Company pay rate*
Expected hours per week*
Umbrella fee*
Agency name*
Company name (employer)*
Company name*
Umbrella name
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Hidden calculations
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Hidden default Gross pay
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Employer deductions
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Employer NI
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Employer Pension
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Apprenticeship Levy
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Employer deductions
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Umbrella - Employee threshold calc
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Holiday Pay
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Umbrella - Employee Tax
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Umbrella - Employee NI
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Umbrella - Employee Pension
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PAYE rate
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PAYE - Gross pay
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PAYE - employee tax
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PAYE - NI
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PAYE - Pension
PAYE Illustration
As a PAYE worker, this is the illustration of your take-home pay and typical deductions that we would expect to see.
Net take home pay (PAYE)
Working this number of hours
At this PAYE equivalent pay rate
This would include the following deductions...
PAYE Employee Tax
PAYE Employee NI
PAYE Employee Pension
PAYE Illustration
As a PAYE worker, this is the illustration of your take-home pay and typical deductions that we would expect to see.
Net take home pay (PAYE)
Working this number of hours
At this PAYE pay rate
This would include the following deductions...
PAYE Employee Tax
PAYE Employee NI
PAYE Employee Pension
Umbrella Illustration
As an Umbrella worker, this is the illustration of your take-home pay and typical deductions that we would expect to see.
Net take home pay (Umbrella)
Working this number of hours
At this Umbrella pay rate
This would include the following deductions...
Umbrella fee
Holiday pay
Employer's National Insurance
Umbrella Employee Tax
Umbrella Employee NI
Umbrella Employee Pension
Umbrella Apprenticeship Levy
Ltd Company Contractor Illustration
As a Ltd Company Contractor, this is the illustration of your take-home pay and typical deductions that we would expect to see.
Gross take home pay
Working this number of hours
At this Ltd Company pay rate
It is the responsibility of the Limited Company Contractor to make the correct tax deductions from the gross take home pay amount, in line with HMRC rules.
Assumptions
In order to provide these illustrations, certain assumptions have been made - as follows:
- Tax code: 1250L
- NI Letter: A
- Enrolled for pension
- Standard holiday allowance (20+8)
Share this Key Information Document
Worker name*
First Last
Worker email address*
Consultant's name*
First Last
Consultant email*

Add a consultant's email address to send a copy of this Key Information Document and PAYE / Umbrella illustrations to them.
Phone
This field is for validation purposes and should be left unchanged.

Key Information Document - required information

Hidden calculations

Employer deductions

PAYE Illustration

This would include the following deductions...

PAYE Illustration

This would include the following deductions...

Umbrella Illustration

This would include the following deductions...

Ltd Company Contractor Illustration

Assumptions

Share this Key Information Document