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Understanding Your Tax Code and Payslip: Student Loan Deductions

How to read your payslip and tax code for student loan deductions. Understanding PAYE calculations, tax code errors, and ensuring correct deductions.

Your monthly payslip contains a wealth of information about your student loan deductions, but most people glance at the "net pay" figure and ignore the rest. This is a costly mistake. Buried in those numbers and codes are details that determine whether you're paying the right amount, whether your employer has set things up correctly, and whether errors are costing you hundreds of pounds annually. Understanding how to read your payslip and tax code isn't just academic knowledge. It's practical financial protection.

The most critical element is your tax code, a seemingly cryptic combination of numbers and letters that appears at the top of your payslip. Hidden within this code are markers that tell your employer whether to deduct student loans and which plan you're on. Get these wrong, and you could be paying when you shouldn't, or worse, not paying when you should (creating arrears you'll owe later with interest). Tax code errors are surprisingly common, especially after changing jobs, returning from maternity leave, or moving between employment and self-employment.

Student loan deductions themselves follow specific rules based on your monthly income and threshold for your plan type. But PAYE calculates these monthly in isolation, treating each pay period as if it represents your full-year earnings. This creates systematic issues for anyone with variable income, part-year employment, or bonuses. Your December payslip might show a massive student loan deduction because of your Christmas bonus, even though your annual income is actually below the threshold. Unless you understand how to read your payslip and check the calculations, these overpayments slip through unnoticed.

Learning to decode your payslip takes fifteen minutes. Checking it takes thirty seconds per month. Those thirty seconds monthly can save you hundreds of pounds annually by catching errors, identifying overpayments, and ensuring your employer is deducting correctly.

Anatomy of a UK Payslip

Payslips vary slightly between employers and payroll systems, but all contain core information in roughly similar formats:

Header section:

  • Your name and employee number
  • Pay date and pay period
  • Tax code
  • National Insurance number
  • Department/cost centre

Earnings section:

  • Gross pay (before deductions)
  • Breakdown by type (basic salary, overtime, bonus, etc.)
  • Year-to-date (YTD) gross pay

Deductions section:

  • Income tax this period and YTD
  • National Insurance this period and YTD
  • Pension contributions this period and YTD
  • Student loan deductions this period and YTD
  • Any other deductions (union dues, etc.)

Net pay section:

  • Net pay (take-home after all deductions)
  • YTD net pay
  • Payment method (bank transfer usually)

Additional information:

  • Employer pension contributions
  • Holiday entitlement and used
  • Statutory payments (if applicable)

The "Year to Date" (YTD) columns are crucial for student loan verification. They show cumulative figures from April 6 (start of tax year) to current date. These help you verify whether your annual student loan deductions align with what you should actually owe based on your annual income.

Decoding Your Tax Code

Your tax code determines how much tax-free income you receive and whether student loan deductions apply. It typically appears as a number followed by letters.

1257L - Standard code for 2024/25

  • 1257 = £12,570 Personal Allowance (divided by 10)
  • L = Standard Personal Allowance
  • No student loan deductions

1257L SL - Standard code with undergraduate student loan (Plan 1 or 2)

  • Same Personal Allowance
  • SL marker = Student Loan deductions apply
  • Employer deducts at appropriate threshold for your plan

1257L PGL - Standard code with postgraduate loan only

  • PGL marker = Postgraduate Loan deductions apply
  • 6% deduction above £21,000 threshold

1257L SL PGL - Both undergraduate and postgraduate loans

  • Both markers present
  • Employer deducts both: 9% on undergraduate, 6% on postgraduate
  • Two separate calculations against different thresholds

1257L W1 or 1257L M1 - Week 1 or Month 1 (non-cumulative) code

  • W1/M1 means non-cumulative (each period stands alone)
  • Doesn't account for year-to-date position
  • Can cause overpayment or underpayment issues
  • Usually temporary emergency code

BR SL - Basic Rate with Student Loan

  • All income taxed at basic rate (no Personal Allowance)
  • Common for second jobs
  • SL marker means student loan deductions on all income
  • Often causes overpayment if you have multiple jobs

Common tax code errors:

Error 1: Missing student loan markers

Your code shows 1257L but you have a student loan. No deductions happen. You're building arrears you'll owe later with interest.

Error 2: Wrong student loan marker

Your code shows SL but you're actually on Plan 5 or have a postgraduate loan instead. Wrong deductions are taken.

Error 3: Duplicate markers

Sometimes codes show "SL SL" (duplicate) causing double deductions. This is a payroll error.

Error 4: Emergency codes persisting

Started new job and got put on emergency code (W1 or M1). Months later, it's still emergency. This causes incorrect cumulative calculations.

How Student Loan Deductions Are Calculated Monthly

Understanding the monthly calculation helps you verify your payslip is correct:

Monthly calculation steps:

  1. Step 1: Determine monthly gross income (your gross pay for the month, including all earnings)
  2. Step 2: Apply the monthly threshold:
    • Plan 1: £2,082.50 monthly (£24,990 ÷ 12)
    • Plan 2: £2,274.58 monthly (£27,295 ÷ 12)
    • Plan 4: £2,616.25 monthly (£31,395 ÷ 12)
    • Plan 5: £2,083.33 monthly (£25,000 ÷ 12)
    • Postgraduate: £1,750 monthly (£21,000 ÷ 12)
  3. Step 3: Calculate amount above threshold (Monthly gross income minus monthly threshold)
  4. Step 4: Apply repayment rate (Undergraduate plans: 9%, Postgraduate: 6%)
  5. Step 5: Deduct from net pay

Example calculation (Plan 2):

Monthly gross pay: £2,800

Plan 2 monthly threshold: £2,274.58

Amount above threshold: £2,800 - £2,274.58 = £525.42

Student loan deduction: £525.42 × 9% = £47.29

Your payslip should show approximately £47.29 student loan deduction (might be £47.28 or £47.30 due to rounding).

Verifying your payslip:

Take your gross pay for the month, subtract your plan's monthly threshold, multiply by 9% (or 6% for postgraduate). The result should match your student loan deduction line on the payslip. If it doesn't, there's an error.

Use our Monthly Repayment Calculator to verify your monthly deduction is correct.

Cumulative vs Non-Cumulative Tax Codes

Tax codes operate in one of two ways, affecting how student loans are calculated:

Cumulative codes (normal):

Your tax and student loan calculations account for all previous pay periods in the tax year. If you were underpaid in one month, you might overpay in the next to balance out.

Non-cumulative codes (W1/M1):

Each pay period is calculated independently. No account taken of previous months. Can cause significant overpayment or underpayment issues.

Example: Three month cumulative calculation (Plan 2)

Monthly breakdown:

  • April: Gross £2,000 (below threshold £2,274.58), deduction £0
  • May: Gross £2,000 (below threshold), deduction £0
  • June: Gross £3,500 (above threshold this month)

Calculation methods:

Non-cumulative (W1/M1) would calculate June as:
(£3,500 - £2,274.58) × 9% = £110.29

Cumulative calculates:
Total gross April-June: £7,500
Total threshold April-June: £6,823.74
Amount above threshold: £676.26
Total owed for three months: £60.86

Cumulative is much fairer. It recognizes that your first two months were below threshold and adjusts accordingly. Non-cumulative treats June in isolation and massively overcharges.

When W1/M1 codes are used:

  • New employees when HMRC doesn't have complete information
  • Emergency tax code situations
  • After significant changes to employment status
  • When P45 information is delayed or missing

W1/M1 codes should be temporary. If your code still shows W1 or M1 after 2-3 months, contact HMRC to get it corrected to cumulative.

Variable Income and Bonus Impact

Variable income creates the most common payslip confusion and overpayment scenarios:

Example: Teacher with part-year contract

Teacher works September-July (11 months), earning £28,000 annually. Monthly salary: £2,545.45.

Monthly calculation (Plan 2):

  • Monthly gross: £2,545.45
  • Monthly threshold: £2,274.58
  • Above threshold: £270.87
  • Monthly deduction: £24.38
  • Annual deductions: £268.18 (11 months)

Correct annual calculation:

  • Annual gross: £28,000
  • Annual threshold: £27,295
  • Above threshold: £705
  • Should pay annually: £63.45

Result: Overpaid £204.73 (£268.18 - £63.45). This happens because monthly PAYE doesn't know you're only working 11 months.

Example: Bonus month impact

Regular monthly salary: £2,200 (below Plan 2 threshold). December bonus: £2,000. Total December gross: £4,200.

December payslip shows:

  • Gross: £4,200
  • Above threshold: £1,925.42
  • Student loan deduction: £173.29

If cumulative and annual income is reasonable:

The deduction might be correct if your annual income justifies it. But if you're normally below threshold, this could be overpayment.

Checking bonus impact:

When you receive a bonus, your payslip that month will show higher gross pay and higher student loan deduction. Check whether the deduction is correct for that month's total gross. If it seems excessive, verify your tax code is cumulative, not W1/M1.

Multiple Jobs and Payslip Interpretation

Having multiple jobs creates complex payslip scenarios:

Example: Two part-time jobs

Job A (main job): Tax code 1257L SL

  • Gross: £2,000 monthly
  • Below Plan 2 threshold
  • Student loan deduction: £0

Job B (second job): Tax code BR SL

  • Gross: £800 monthly
  • BR code = all income taxed at basic rate
  • SL marker = student loans on all income
  • Student loan deduction: £800 × 9% = £72 monthly

Combined impact:

  • Monthly student loan deductions: £72 (from Job B only)
  • Annual deductions: £864
  • But your combined income is £2,800 monthly, £33,600 annually
  • Correct annual student loan: (£33,600 - £27,295) × 9% = £567.45
  • You're overpaying £296.55 annually

Why this happens:

  • PAYE systems can't communicate between employers
  • Job A doesn't know about Job B
  • Job B doesn't know about Job A
  • Each calculates independently using the tax code they've been given
  • The BR code on Job B tells them to tax everything and deduct student loans on everything, because HMRC assumes Job A is using your Personal Allowance and threshold

What to do:

Accept this is how PAYE works with multiple jobs. Track your combined income throughout the year. At year-end, if your total student loan deductions exceed what you should have paid based on combined income, claim a refund through Self Assessment or by contacting HMRC directly.

Use our Multiple Jobs PAYE Split Calculator to project overpayments and plan for refund claims.

P45 and P60: Essential Documents

Two documents matter enormously for student loan verification:

P45 - When leaving employment:

Given by employer when you leave a job. Contains:

  • Your total pay to date of leaving
  • Total tax paid to date
  • Total student loans paid to date
  • Your tax code when you left
  • Date of leaving

Why P45 matters:

When starting new job, give P45 to new employer. They use it to set your correct tax code, continue cumulative calculations, and ensure student loan deductions continue correctly. Without P45, new employer puts you on emergency code, causing student loan calculation problems.

P60 - Annual statement:

Given by employer in May/June following end of tax year. Contains:

  • Total gross pay for full tax year (April 6 - April 5)
  • Total tax paid
  • Total National Insurance paid
  • Total student loans paid
  • Your final tax code for the year

Why P60 matters:

Essential for verifying whether you've overpaid or underpaid student loans, filing Self Assessment if required, proving income to mortgage lenders, and maintaining historical records.

Checking your P60 for student loan accuracy:

  1. Find total gross pay on P60
  2. Subtract annual threshold for your plan
  3. Multiply by 9% (or 6% for postgraduate)
  4. Compare to total student loans paid shown on P60
  5. If P60 shows higher amount, you've overpaid. Claim refund from HMRC.

Example P60 check:

P60 shows:
  • Gross pay: £29,500
  • Student loans paid: £450
Verification (Plan 2):
  • £29,500 - £27,295 = £2,205
  • £2,205 × 9% = £198.45
  • Should have paid: £198.45
  • Actually paid: £450
  • Overpaid: £251.55

Contact HMRC and request £251.55 refund, providing P60 as evidence.

Requesting Refunds for Overpayments

If your payslip verification or P60 check reveals overpayment:

During the tax year:

If you identify overpayment mid-year (e.g., you worked part-year then stopped, or your monthly checks show excessive deductions):

Option 1: Wait until year-end

Easiest approach. Let the year finish, verify with P60, claim refund in May/June.

Option 2: Request in-year refund

Contact HMRC explaining your situation. They might adjust your tax code to collect less going forward or issue refund immediately if you're no longer working.

After the tax year:

Once you have your P60 (received by May 31):

  1. Calculate correct annual liability vs what you paid
  2. Contact HMRC:
    • Call: 0300 200 3300
    • Online: Through Personal Tax Account
    • Post: Write to your tax office
  3. Provide evidence (P60 showing gross pay and student loan deductions)
  4. Wait for processing (typically 6-8 weeks)
  5. Receive refund via bank transfer or check

Common reasons HMRC approves refunds:

  • Part-year employment (worked less than full year)
  • Variable income with non-cumulative tax code
  • Multiple jobs causing BR code overpayment
  • Student loan deductions before April when not yet due to repay
  • Wrong threshold or percentage applied during year

Common reasons HMRC might question refund:

  • Your calculations are wrong (didn't account for bonuses or complete income)
  • You have unreported income (self-employment, second job) meaning you actually owe more, not less
  • Recent tax code changes mean the "overpayment" was actually correction of prior underpayment

Be prepared to explain your situation clearly and provide documentation. Most legitimate overpayment claims are approved without hassle.

Taking Control of Your Payslip Understanding

Your payslip is a monthly financial report card. It shows exactly what you're earning, what's being deducted, and whether the student loan calculations are correct. Thirty seconds of monthly review can save hundreds of pounds:

Monthly payslip check (30 seconds):

  • Verify gross pay matches expected amount
  • Check tax code hasn't changed unexpectedly
  • Verify student loan deduction using: (Gross - Monthly threshold) × 9%
  • Glance at YTD figures to ensure they're growing sensibly

Quarterly deep check (5 minutes):

  • Calculate what YTD student loans should be based on YTD gross
  • Compare to payslip YTD figure
  • Identify any discrepancies
  • Investigate if difference is significant (£50+)

Annual verification (15 minutes):

  • Wait for P60 in May
  • Calculate annual student loan obligation
  • Compare to what P60 shows you paid
  • Claim refund if you overpaid by more than £25-£50

When changing jobs:

  • Get P45 from old employer
  • Give to new employer immediately
  • Check first payslip from new employer shows correct tax code with correct student loan markers
  • Verify deductions are correct from first payslip
  • Contact HMRC immediately if tax code is wrong

Understanding your payslip isn't optional if you want to ensure you're not overpaying student loans by hundreds of pounds annually. The information is there, presented monthly, ready for you to check. All it requires is basic knowledge of how to read it and thirty seconds to verify the numbers.

Take control of your payslip. Verify your deductions. Claim refunds when entitled. Don't let payroll errors or tax code mistakes cost you money that's rightfully yours. Your payslip contains all the information you need to protect yourself financially. Use it.

Use our student loan calculator for monthly repayment verification, annual liability calculation, tax code checking, and overpayment identification.

👩‍🎓

Dr. Lila Sharma

UK Education Policy Specialist

With over 15 years of experience in UK education policy and student finance, Dr. Sharma founded Student Loan Calculator UK to help students navigate the complex world of student loans.