EPS for earlier Years

Thank you for posting again here in the Community, Leanne. I can see the importance of fixing your issue with PAYE and EPS in QuickBooks Online (QBO). I want to help you resolve them. We can address each issue separately:

The problem seems to be related to the Tax Year selection when submitting the EPS in QBO.

Even though you select 21/22 in QuickBooks, the system defaults to the current tax year (24/25) when submitting the EPS. It can be due to the tax year being set in your Payroll Settings or the HMRC link.

To correct this, ensure the Correct Tax Year in Payroll Settings:

1. Go to the Gear icon.
2. Select Payroll Settings and then Tax Year. Make sure that the tax year 21/22 is selected.

When submitting the EPS, ensure 21/22 is selected. If not, manually correct it via HMRC’s online portal.

If QuickBooks sends the EPS with the wrong year, submit it directly on the HMRC website for 21/22 and reference the unclaimed Employer’s Allowance.

Additionally, the mismatch between the CIS suffered figures in QuickBooks and HMRC for year 23/24 could be due to the following reasons:

• CIS Figures Not Fully Updated: QuickBooks might not have the complete records for month 3 (MO3) in your EPS submission.

You can check that all CIS deductions from months 1, 2, and 3 have been recorded in QuickBooks. You can do this by reviewing the CIS Summary Report in QuickBooks.

If the P32 shows the correct figures but the EPS only includes MO1 and MO2, manually adjust the EPS.

Ensure that all CIS entries for month 3 are included in QuickBooks before submitting. If the figures are correct in the P32 report but not in the EPS, this could be because QuickBooks is not yet including the most recent months’ CIS deductions in the EPS calculation.

To correct this:

1. Go to Payroll > Employer Payment Summary (EPS) and ensure the correct year (23/24) is selected.
2. Review the CIS Deductions for month 3 and ensure they have been entered correctly.
3. Re-submit the EPS, ensuring it reflects the full year-to-date amount for CIS suffered, including Month 3.

If QuickBooks will not automatically update the figures, you can manually adjust the EPS to reflect the correct amounts.

If the issue persists, I suggest clearing your browser cache or using an incognito window to eliminate any session issues with HMRC’s portal.

However, if the same happens, I suggest contacting HMRC support to check for any problems with the tax year allocation or CIS claims.

Furthermore, you can contact our customer support team to help with the process and securely check your account.

Moreover, visit this guide to help fix errors when submitting to HMRC: Fix payroll error codes.

Thank you for discussing this with us. Let me know if you have further questions about EPS in QuickBooks. I want to ensure everything is handled.

Hi again @Maybelle_S 

Thank your for your reply.  Fristly, I managed to correct the CIS issue (I hope) after posting my message so fingers crossed on that one!

On following your instructions for the EA issue:
Gear Icon (fine)
Payroll Settings (fine)
Tax Year (I can't see where to check/change this)

The options are sub categories of the following headings:
Business Settings

Pay Run Settings

Business Management
Pay Conditions
Advanced

Where here, do I find where to select the Tax Year 21/22 before submitting the EPS?

Kind regards
Leanne

Thanks for your reply, Leanne. I'm glad the CIS issue is improving!

Regarding the Tax Year selection for your EPS submission, I've noticed that there isn’t a direct Tax Year setting in QuickBooks Online Payroll UK. The tax year for your EPS submission is determined automatically based on the payroll period you've selected and the dates on which the pay runs were processed. However, there are a few things to double-check before submitting:

• Check the Pay Run Date: The tax year should match your latest pay run dates. Ensure that your pay runs have been processed in the correct tax year (i.e., 2021/22) by reviewing the date range of the pay run.

• Submit the EPS: When you submit your EPS (via HMRC), QuickBooks should automatically pull in the correct tax year based on the pay run date, as long as the pay runs are processed correctly.

If you are still unsure or if the system is picking up an incorrect tax year, I suggest contacting our customer support team. They can pull up your account securely and check the cause of the problem.

Let me know if this clears things up or if you need further help. I want to ensure everything is taken care of.

Thank you @Maybelle_S .  I managed to contact customer support via the chat service and all is now resolved.  

This is excellent news, LeanneM1. We're glad to hear that your EPS questions and concerns have been answered and resolved.

If you have other QuickBooks-related questions and concerns that can help you seamlessly work on your books, we recommend visiting our One Intuit Help Hub: https://intuit.me/OHH. It's designed to provide personalised support that is tailored to your QuickBooks needs.

This brief video guide will help you navigate the platform and address the inquiries and issues you may have: https://intuit.me/OHHvideo.

Please don't hesitate to get back on this thread if you have additional questions about managing your books. We’re always here to help.