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saramelinacooper
Level 1

Auto-enrolment how do I opt-out on Quickbooks online?

 
Solved
Best answer March 23, 2019

Accepted Solutions
Rasa-LilaM
QuickBooks Team

Auto-enrolment how do I opt-out on Quickbooks online?

I’m happy to see you today, saramelinacooper.


Let me take the time to welcome you to the Intuit Community. I’ll be your guide, so you can opt out the Auto Enrolment in QuickBooks.


Updating the employee’s information is a breeze. Let me show you how.

 

  1. Go to Workers on the left panel, then choose Employees.
  2. Select the employee you’re working on.
    opt1.png
  3. In the Profile section, click on the Pencil icon for Auto enrolment.
    opt2.png
  4. In the Enrolled in pension section, select Opt Out.
  5. Enter the effective date.
    opt3.png
  6. Click on Done.

Please know you’ll have to open each employee’s profile to update the Auto enrolment status.


Just in case, check out the Auto Enrolment for workplace pensions in QuickBooks Online Payroll article for more information about the opt-out process. Go directly to the Communicate with your employees section.


These steps should get you pointed in the right direction.


Please let me know if you have additional questions or concerns about QBO. I’ll be right here with you. Wishing you the best.

 

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1 REPLY 1
Rasa-LilaM
QuickBooks Team

Auto-enrolment how do I opt-out on Quickbooks online?

I’m happy to see you today, saramelinacooper.


Let me take the time to welcome you to the Intuit Community. I’ll be your guide, so you can opt out the Auto Enrolment in QuickBooks.


Updating the employee’s information is a breeze. Let me show you how.

 

  1. Go to Workers on the left panel, then choose Employees.
  2. Select the employee you’re working on.
    opt1.png
  3. In the Profile section, click on the Pencil icon for Auto enrolment.
    opt2.png
  4. In the Enrolled in pension section, select Opt Out.
  5. Enter the effective date.
    opt3.png
  6. Click on Done.

Please know you’ll have to open each employee’s profile to update the Auto enrolment status.


Just in case, check out the Auto Enrolment for workplace pensions in QuickBooks Online Payroll article for more information about the opt-out process. Go directly to the Communicate with your employees section.


These steps should get you pointed in the right direction.


Please let me know if you have additional questions or concerns about QBO. I’ll be right here with you. Wishing you the best.

 

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