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DF64
Level 1

Pension refund not calculating for opted out employee although I have ticked the allow refund box

An employee has opted out of the workplace pension scheme after auto enrolment.  I have ticked the allow refund in the pension settings (Advanced payroll) but it does not appear to be refunding the amounts paid

3 REPLIES 3
Ashleigh1
QuickBooks Team

Pension refund not calculating for opted out employee although I have ticked the allow refund box

Hello DF64, 

 

Welcome to the Community page, 

 

So it would depend whether you have opted out in time to recieve a refund or not.  

BarryS2
Level 2

Pension refund not calculating for opted out employee although I have ticked the allow refund box

I also have the same problem and the employee was opted out within a month.

 

Any help would be grateful!

Ashleigh1
QuickBooks Team

Pension refund not calculating for opted out employee although I have ticked the allow refund box

Hello Barrys2, thanks for posting on this thread, can we ask which payroll it is you are using in QuickBooks is it our Advanced or Standard? 

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