Your cost-saving check | Employer Cost-Saving Audit

Step 1 of 5 · The hire

About the proposed employee

Annual salary (£)

Contracted weekly hours

Used to check any salary-sacrifice stays above the National Minimum Wage.

Employee age (years)

We use this to work out the under-21 employer-NI relief and the right minimum-wage rate — so we don't ask "under 21?" separately.

Expected start date

Lets the report show the saving remaining in this tax year as well as the annual figure.

Is this employee a company director?

Yes No

Employer pension contribution (%)

Step 2 of 5 · Your business

Your employer circumstances

Are you currently a single-director company with no other employee paid above £5,000/yr?

Yes No / not sure

This affects Employment Allowance eligibility.

Are you already claiming the Employment Allowance this year?

Yes No / not sure

Roughly how much of the £10,500 allowance have you already used? (£)

Does a connected company or charity already claim the Employment Allowance?

Yes No / not sure

Do you do more than half your work in the public sector?

Yes No

Is the employer a public authority?

Yes No

Public authorities are excluded from Freeport / Investment Zone relief.

Is this employment for personal, household or domestic work?

Yes No

Step 3 of 5 · Special categories

Does the employee fit a reduced-NI category?

These can reduce or remove employer NI up to a threshold. Tick any that genuinely apply. Under-21 is worked out from the age you entered. Veteran and Freeport / Investment Zone reliefs depend on dates, workplace and eligibility, so we treat them as potential — never a guaranteed saving — until you confirm them.

Is a genuine apprentice under 25 (approved apprenticeship)

Yes No

Is a qualifying armed-forces veteran in their first 12 months of civilian employment

Yes No

Veteran's first civilian-employment start date

Relief runs for 12 months from this date and does not restart when the employer changes.

Will work in a qualifying Freeport or Investment Zone tax site

Yes No

Will they spend at least 60% of their working time at that site?

Yes No

Workplace postcode (to confirm the tax site) Employment start date at the site Did they work for you or a connected employer in the previous 24 months?

Yes No / not sure

Step 4 of 5 · Reward structure

Salary and reward options

Would you consider a pension salary-sacrifice arrangement for this employee?

Yes No / not sure

The employee agrees to a lower cash salary in exchange for a larger employer pension contribution.

Proposed annual sacrifice amount (£)

Annual overheads for this role (£, optional)

Equipment, software, workspace etc. Used for the total-cost business case.

Step 5 of 5 · Confirm

Check and confirm

Your answers will appear here.

I confirm the details are accurate, the employment and proposed pay are genuine, no employee category is fabricated, and I understand this is an estimate — material decisions should be confirmed with payroll, HMRC guidance or a qualified adviser.