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hayley.collins@i
Level 1

How do I link employees to a benefit who have left during the financial year?

I have set up a benefit in Quickbooks advance payroll so that I can generate the P11 forms for the 24-25 financial year. When I click on "link employees", I only seem to be able to link the benefit to the current active employees. However, there were employees who left during the year who also had the benefit so I'm pretty sure I need to include them as well. Does anyone know how I can add them?

1 REPLY 1
BabyB
QuickBooks Team

How do I link employees to a benefit who have left during the financial year?

You can no longer link a terminated employee to a benefit, Hayley.

 

Please note that any outstanding benefit amounts must be reported directly to HMRC, as terminating an employee in QuickBooks doesn't automatically update their payrolled benefits.

 

Because of this, you'll have to manually complete the P11 form outside of QuickBooks to incorporate the benefits for terminated employees.

 

For detailed information about terminated employees with payrolled benefits, please check out the number 6. Terminate an employee with payrolled benefits section under this article: Add payrolling benefits in QuickBooks Online Advanced Payroll.

 

I've also included this article to guide you in generating payroll reports, for a detailed insight into your business finances: Run payroll reports.

 

Let us know if you have additional questions regarding the employee benefits.

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