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Experienced Member

How do I add a start date to the automatic pension section

 
9 REPLIES 9
QuickBooks Team

Re: How do I add a start date to the automatic pension section

Hey Beths14,

 

 

Can I check which version of the payroll you are using as we currently offer three - QuickBooks Online Standard, Advanced, and Paysuite.

 

 

Thanks

Experienced Member

Re: How do I add a start date to the automatic pension section

QuickBooks online essentials 

QuickBooks Team

Re: How do I add a start date to the automatic pension section

Hello Beths14,

 

Apologies, we are referring to payroll version, rather than the QuickBooks version. This will be either Standard, Advanced or PaySuite.

 

Thanks,

 

Talia

Experienced Member

I think it’s advanced



@TaliaI wrote:

Hello Beths14,

 

Apologies, we are referring to payroll version, rather than the QuickBooks version. This will be either Standard, Advanced or PaySuite.

 

Thanks,

 

Talia


@TaliaI wrote:

Hello Beths14,

 

Apologies, we are referring to payroll version, rather than the QuickBooks version. This will be either Standard, Advanced or PaySuite.

 

Thanks,

 

Talia


 

Moderator

Re: I think it’s advanced

I appreciate you getting back to us, Beths14.

Helping you add a start date to the pension section is my priority. Let's get this added.

 

Adding a start date to the automatic pension section is pretty easy. Your staging date or duty start date is when your auto-enrolment duties begin for you as an employer. Whether you have a staging date or a duty start date depends on when you start paying your first employee under PAYE.

 

To complete the pension scheme, follow the steps below:

  1. From your business dashboard go to Payroll Settings -> Pension Settings.
  2. Click the Add pension scheme via PensionSync button.
  3. Click Connect to PensionSync button. This will connect your business file to PensionSync.
  4. Once your business file is connected to PensionSync you can launch the Scheme Management Tool (SMT) which you can use to manage all your PensionSync interactions.

Because you're setting up a new PensionSync account, you'll need to click the Open Scheme Management Tool button.

  1. Once you've opened the scheme management tool, you'll need to create a PensionSync account by providing the following details:
    • Company name
    • Logo (optional)
    • Phone number
    • Email address

If you already have a pension scheme, proceed below.  If you don't have a pension scheme, you can create one from within PensionSync.

  1. Once you've set up your PensionSync account, you're now ready to import your pension scheme details into your business. You can do this by clicking on the Import from PensionSync button.
  2. You will now need to enter:
    • your pension provider
    • your employer ID.

If you do not know your employer ID you will need to contact your pension provider.

Once you have entered these details click Link Scheme.

  1. You will now need to authorise your pension scheme to be used with PensionSync. To do this, click the button to launch the PensionSync Authorisation Gateway.
  2. Once you've authorised the PensionSync gateway, your pension scheme information will be imported into your business file and you'll be able to start processing pensions payments for that employee

If you've paid employees on or before 30 September 2017, you'll have a staging date, which you can find in a letter sent from The Pensions Regulator about auto enrolment. You can also find your staging date on The Pension Regulator's website by entering your PAYE reference.

 

For more details about automatic pension scheme in QuickBooks, see the following articles:

 

 

For account discussion, feel free to reach out to our QuickBooks Online Support.

 

  1. Sign in to your QuickBooks Online Company.
  2. Click (?) Help at the upper right corner.
  3. Select Contact US on the pop-up.
  4. Enter a brief description of your concern then hit Continue.
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.

Keep me posted if you have additional questions concerning pensions in QuickBooks. I'll be around to help.

Experienced Member

Re: How do I add a start date to the automatic pension section

Hi, I have added a start date but now it’s not deducting any money on payroll for pensions
QuickBooks Team

Re: How do I add a start date to the automatic pension section

Hello Beths14

 

There are few reasons why pensions might not calculate.If we can ask you to check the contribution % amounts to make sure they are not set to zero.Also if you could check in the employee shows as enrolled in the scheme(click on employee>pension settings. If they are enrolled and you are using thresholds can you check the thresholds and make sure the employee is earning above the threshold.

Let us know how you get on.

 

Thanks

 

Emma

 

 

Experienced Member

Re: How do I add a start date to the automatic pension section

Hi, I have checked all those but still not showing up. Under the auto enrolment it shows as not assessed - no sure if that’s the problem?? 

QuickBooks Team

Re: How do I add a start date to the automatic pension section

Thanks for getting back to us, @Beths14.


The Not assessed status under the Worker category is likely the reason behind the paychecks not deducting the amounts for a pension. Make sure that the staging/duty start date and other details are set up, so we can complete the assessment. 


Without the needed information, QuickBooks is unable to add the relevant employees to a workplace pension. I recommend running a payroll setup and fill in the necessary fields. 


Make sure to choose the option that best describes the EE. For reference, check out Set up workplace pensions section on this article: Workplace pensions in QuickBooks Payroll.


On the other hand, if all the details were added already, I recommend reaching out to our Payroll Care Team for further assistance. They can initiate a screen-sharing session in a secure environment, which we are unable to do in the Community, since this is a public forum.


Follow the steps shared by my colleague RoseMarjorieA to contact support or perform the steps below:

  1. Login to QBO.
  2. Go to the Help menu at the top and click Contact Us on the message prompt.
  3. Type in your concern on the box and hit Continue.
  4. Select Get a callback.
  5. Enter your contact details.
  6. Hit Call me.

For future reference, I recommend checking out this article: Pension Scheme Setup in QuickBooks Online Advanced Payroll.


Let me know how everything turns out or if you need further assistance. I’m here to help. Have a good day!