The Employer menu is the best place to start in Payroll. You can set up all your employer details, most importantly, you can allow submissions to HMRC by filling in your 'PAYE reference' and 'Accounts office' reference.
Add your employer details
Navigation: Employer > Details > Employer
The Employer name will have been defined by the organisation name used during registration.
The 'HMRC office name', 'PAYE reference' and 'Accounts office reference' can be found in your HMRC’s Online Services portal or on paperwork received from HMRC. It is important to fill in the 'PAYE reference' and 'Accounts office reference', as this will allow you to submit Full Payment Submissions and Employer Payment Summaries to HMRC.
'This PAYE scheme is eligible to claim employment allowance, based on the current tax year' is the Employment Allowance checkbox. Tick this box and send an EPS to HMRC if you are entitled to claim employment allowance.
The 'Payroll payment method' you choose will appear on employee payslips.
Enter a 'BACs payment sort code' only if you use your own BACS Service User Number. This is sent to HMRC in Real Time Information submissions.
Real Time Information: generating the cross reference
Next, you will see a 'Payroll HMRC contact' drop-down. If you use our Accounting module, it is important to select the relevant HMRC contact so that when importing payroll into accounts, the bills will be allocated to the correct supplier.
Likewise, you will have to select the relevant 'Pension Entity' set up in Accounting in the drop-down provided so that when importing payroll into accounts, the bills will be allocated to the correct supplier.
Add your employer address
Navigation: Employer > Details > Address
Click on the 'Address' link on the left hand side to be able to fill in the company’s address.
Add your employer workplace pension dates
Navigation: Employer > Details > Pension
Finally, click on the 'Pension' tab. The 'Duties start date' is the date your automatic enrolment duties come into effect.
Duties start date
An employer can choose to delay assessing and therefore enrolling. Enter the postponement date if you plan to delay enrolment for all your employees.
Enter a re-enrolment date. Re-enrolment is the cyclical process where your client must re-enrol certain staff into a pension scheme that can be used for automatic enrolment, if they’re not already active members of one.
Make sure to hit the Save button after any changes.
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