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Tips & Service Charge Allocation

Share tips fairly, pass on every penny and keep the records the Allocation of Tips Act requires

£20

Secure checkout. Your file is ready in your client portal as soon as payment clears.

Tips & Service Charge Allocation

Overview

Since 1 October 2024 employers must pass on every penny of qualifying tips, gratuities and service charges to workers, share them fairly, pay them by the end of the following month, have a written policy and keep records for three years. This workbook records tips received by card and cash, allocates them each period by hours worked and agreed points or role weights, shows each person's share and the payment deadline, and produces the policy record and the information workers can ask to see.

Price
£20
Who it’s for
Payroll & HR
Works with
Microsoft Excel for Windows and Mac
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See how it works

A walk through the main sheets

The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.

Step 1

Tips Received

Every tip and service charge received, by date and type. What you do: one line per day or payment.

Tips Received
Allocation

Step 2

Allocation

Each person's share for the period by hours and points. What you do: nothing to enter.

Step 3

Policy Record

Your written tipping policy, ready to share with staff. What you do: fill in the yellow cells.

Policy Record

Step 4

Who it is for

Made for people like you

  • Example – text
  • Restaurants, pubs, cafés and hotels – A fair, transparent way to share tips that meets the law.
  • Salons, spas and barbers – Track card tips and how they are shared.
  • Payroll providers – Clear figures to put through payroll each month.

Quick start

Up and running in minutes

  1. Example – text
  1. Settings – Enter your business name and the first period.
  2. Staff – List everyone who shares tips, with their role points.
  3. Tips Received – Record each day's tips and service charge – card and cash.
  4. Hours – Enter the hours each person worked in each period.
  5. Allocation – See each person's share and the date it must be paid by.
  6. Policy Record – Complete your tipping policy details.

Key features

  • Up to 40 staff and 1,000 tip entries across 13 pay periods.
  • Allocation by hours worked × role points, with any agency workers included.
  • Deadline check: paid by the end of the month after the tips were received.
  • Written policy record and three-year record keeping in one place.

What’s included

  • Dashboard – Tips at a glance
  • Settings – Periods and split method
  • Staff – Who shares, and their points
  • Tips Received – Every tip received
  • Hours – Hours worked each period
  • Allocation – Each person's share
  • Policy Record – Your policy and the legal checklist
  • Guide – How to use this workbook

How buying works

Your file is only released to your client portal once payment has cleared.

1

Click Buy now

You are taken to our secure checkout.

2

Pay securely

Checkout takes a minute and you get a receipt by email.

3

Download your file

Your file is ready in your client portal as soon as payment clears, and we email you your invoice with a link to the portal.

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