Automatic tax code updates - online advanced payroll

jenniferbiddel · ‎June 19, 2020

Hi,

I have just done my first pay run for one of my locations for June and noticed that the tax codes have not updated automatically. My HMRC details are on QB and are correct as I am able to submit FPS successfully. I check on the HMRC portal after beginning this pay run and can see a tax code update for an employee, but it hasn't updated in QB.

Any thoughts on why this might be happening? I use Advanced payroll and can't see any troubleshooting advice in the help topics.

Thanks,

Jen

Ashleigh1 · ‎March 25, 2021

Hello Michellebennett1,

Thanks for commenting on this post,

So you will have to go to your HMRC account and on your dashboard go to messages>select notice preferences and notices options>set notices to yes> any new notices will automatically update in payroll as long as you have all the relevant HMRC credentials. You can have a look at this link which tells you all about it.

So HMRC will put the new tax codes straight into the payroll for you. You can check the payslips old and new to see if the tax codes have changed for you.

View solution in original post

Ashleigh1 · ‎June 19, 2020

Hello Jenniferbiddel,

When information on HMRC side is changed it doesn't automatically change it on Quickbooks side, you would need to go into that employee and manually change the tax code from the old one to the new one yourself. The system doesn't do it automatically for you.

JackS · ‎December 14, 2020

Hi @jenniferbiddel , we now offer Automated Tax Code on both of our Payroll offerings (standard & advanced).

DebOK · ‎February 17, 2021

Automatic taxcodes updates are not working for me. I am using Advanced Payroll

GeorgiaC · ‎February 17, 2021

Hi DebOK,

Thanks for joining this thread. :)

Do you have RTI enabled within the payroll settings and are the correct HMRC user ID and password showing? You can check this by going to Payroll > Payroll settings > HMRC settings.

michellebennett1 · ‎March 25, 2021

How do we ensure Automated Tax Code updates are up and running please on Standard & Advanced Payroll. And do we need to do anything on the HMRC Online side to "switch it on"?

Ashleigh1 · ‎March 25, 2021

Hello Michellebennett1,

Thanks for commenting on this post,

So you will have to go to your HMRC account and on your dashboard go to messages>select notice preferences and notices options>set notices to yes> any new notices will automatically update in payroll as long as you have all the relevant HMRC credentials. You can have a look at this link which tells you all about it.

So HMRC will put the new tax codes straight into the payroll for you. You can check the payslips old and new to see if the tax codes have changed for you.

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Automatic tax code updates - online advanced payroll