Pensions contributions report


You will need to give updates to your pension provider each time you deduct pension contributions from your employees. You can use the pensions contributions report to see details of a specific pay reference period for each pension scheme.


After you have run the assessment report for a particular pay reference period:

Step 1.


Go to Pensions > Reports > Pensions contributions 


Step 2.

  1. Select the last pay reference period's tax year from the View by year drop down

  2. Select the Payroll frequency from the drop down

  3. Select the period from the View period drop down

  4. Click the View report button

  5. You can click the Export report as CSV button or choose the drop down to Export report as PDF



You should check with your pension provider to see which specific details they may need from the pensions contributions report. If they need selective information or information in a different format, you should take the contributions report that Clear Books Payroll generates and open in a spreadsheet software outside of Clear Books Payroll to edit the CSV file as needed.


Employee enrolment report


In order for your pension provider to know which of your enrolled employees to contact, you must provide them with the details of who is enrolled with them such as their name, date of birth, address and assessment result.


After you have run the Assessment report for a particular pay reference period:

Step 1.


Go to Pensions > Reports > Employee enrolment report

Step 2.

  1. Select the last pay reference period's tax year from the View by year drop down

  2. Select the Payroll frequency from the drop down

  3. Select the period from the View period drop down

  4. Click the View report button

  5. You can click the Export report as CSV button or choose the drop down to Export report as PDF


You should check with your pension provider to see which specific details they may need from the employee enrolment report. If they need selective information or information in a different format, you should take the enrolment upload report that Clear Books Payroll generates and open in a spreadsheet software outside of Clear Books Payroll to edit the CSV file as needed.


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