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Display UK PAYE Month based on a date

  • April 21, 2025
  • 2 replies
  • 51 views

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Hi Everyone

I’m sure that this has been done before but I can’t seem to get anything I try to work 

Im looking to create a forula filoed that looks up and displays the PAYE Month a date in another field falls into for example 17/04/2024 would lookup and display PAYE Month 1

02/10/2024 would display PAYE month 6

20/08/2025 would display PAYE Month 5 

 

I am dealing with the tax year in another field so I dont want to worry about the year 

below is the parameters I have tried if statements I have tried a switch example but cant get anything to work 

 

I have tried setting a year start date and using dateAdd to add on the number days after the year start  but I just not getting anything to work right 

 

If someone could point me in the right direction I would be really gratefull

Cheers

Jackie

From Date   To Date   Days Between No. Days from start of tax year Should Display 
6th april 5th May 29 29 PAYE MONTH 1
6th may 5th June 30 59 PAYE MONTH 2
6th june 5th July 29 88 PAYE MONTH 3
6th july 5th August 30 118 PAYE MONTH 4
6th august 5th September 30 148 PAYE MONTH 5
6th september 5th October 29 177 PAYE MONTH 6
6th october 5th November 30 207 PAYE MONTH 7
6th november 5th December 29 236 PAYE MONTH 8
6th december 5th January 30 266 PAYE MONTH 9
6th january 5th February 30 296 PAYE MONTH 10
6th february 5th March 27 323 PAYE MONTH 11
6th march 5th April 30 353 PAYE MONTH 12

 

2 replies

TheTimeSavingCo
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Does this look right?

  •  

I’ve set it up here for you to check out.  The formula’s kind crazy though:

"PAYE MONTH " &
IF(
AND(MONTH({Date}) = 4, DAY({Date}) < 6),
12,
IF(
AND(
{Date} >= DATETIME_PARSE("6 April " &
IF(MONTH({Date}) >= 4, YEAR({Date}), YEAR({Date}) - 1)),
{Date} <= DATETIME_PARSE("5 May " &
IF(MONTH({Date}) >= 4, YEAR({Date}), YEAR({Date}) - 1))
), 1,
IF(
{Date} <= DATETIME_PARSE("5 June " &
IF(MONTH({Date}) >= 4, YEAR({Date}), YEAR({Date}) - 1)),
2,
IF(
{Date} <= DATETIME_PARSE("5 July " &
IF(MONTH({Date}) >= 4, YEAR({Date}), YEAR({Date}) - 1)),
3,
IF(
{Date} <= DATETIME_PARSE("5 August " &
IF(MONTH({Date}) >= 4, YEAR({Date}), YEAR({Date}) - 1)),
4,
IF(
{Date} <= DATETIME_PARSE("5 September " &
IF(MONTH({Date}) >= 4, YEAR({Date}), YEAR({Date}) - 1)),
5,
IF(
{Date} <= DATETIME_PARSE("5 October " &
IF(MONTH({Date}) >= 4, YEAR({Date}), YEAR({Date}) - 1)),
6,
IF(
{Date} <= DATETIME_PARSE("5 November " &
IF(MONTH({Date}) >= 4, YEAR({Date}), YEAR({Date}) - 1)),
7,
IF(
{Date} <= DATETIME_PARSE("5 December " &
IF(MONTH({Date}) >= 4, YEAR({Date}), YEAR({Date}) - 1)),
8,
IF(
{Date} <= DATETIME_PARSE("5 January " &
IF(MONTH({Date}) >= 4, YEAR({Date}) + 1, YEAR({Date}))),
9,
IF(
{Date} <= DATETIME_PARSE("5 February " &
IF(MONTH({Date}) >= 4, YEAR({Date}) + 1, YEAR({Date}))),
10,
IF(
{Date} <= DATETIME_PARSE("5 March " &
IF(MONTH({Date}) >= 4, YEAR({Date}) + 1, YEAR({Date}))),
11,
12
)
)
)
)
)
)
)
)
)
)
)
)



 

 

 


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  • Author
  • New Participant
  • April 21, 2025

OMG this works perfect cant thank you enough thought I was going crazy couldnt get it to work for me but I can now see clearly were I was going wrong I can utilise this for a load of my stuff cheers for the help I really appricate it :) xx