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user12244
Level 2

I have a company with one director so do not need to set up auto enrolment for pensions. How can I set quickbooks so it doesn't force me to set an auto enrolment date?

 
Solved
Best answer May 17, 2019

Accepted Solutions
TaliaI
QuickBooks Team

I have a company with one director so do not need to set up auto enrolment for pensions. How can I set quickbooks so it doesn't force me to set an auto enrolment date?


Hello,

 

You will need to select Non eligible job holder, and inactive workplace pension. This will let the system know they are not eligible for pension, and that you do not have an active pension to add them to. 

 

Thanks,

 

Talia

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8 REPLIES 8
Anonymous
Not applicable

I have a company with one director so do not need to set up auto enrolment for pensions. How can I set quickbooks so it doesn't force me to set an auto enrolment date?

Hello, user12244.

 

You can follow the steps below to exclude your company from auto-enrolment pension:

  1. Go to the Employees>Employees 
  2. Select the employee involve. 
  3. Go to Auto enrollment section and click the pencil icon. 
  4. Select Opt out in the Enrolled in pension section 
  5. Click Done. 

Drop by again if you have other questions about QuickBooks. 
 

user12244
Level 2

I have a company with one director so do not need to set up auto enrolment for pensions. How can I set quickbooks so it doesn't force me to set an auto enrolment date?

Hi. These are not the options that are given to me. First choice is Eligible Job Holder, Non-eligible Job Holder, Entitled Worker, Not assessed.  The next box asks for Active Workplace Pension, Inactive Workplace Pension, Auto enrolement postponed or None of the Above.... So I can't see what I should be choosing here.  Thanks

TaliaI
QuickBooks Team

I have a company with one director so do not need to set up auto enrolment for pensions. How can I set quickbooks so it doesn't force me to set an auto enrolment date?


Hello,

 

You will need to select Non eligible job holder, and inactive workplace pension. This will let the system know they are not eligible for pension, and that you do not have an active pension to add them to. 

 

Thanks,

 

Talia

SueAsh
Level 1

I have a company with one director so do not need to set up auto enrolment for pensions. How can I set quickbooks so it doesn't force me to set an auto enrolment date?

Hi - I am having this same issue - if I select non-eligible job holder and inactive workplace pension then I have to choose either opt out or cease membership - I cannot select either of those without getting this error message:  Since this employee has no contributions, you cannot opt-out or cease membership

GeorgiaC
QuickBooks Team

I have a company with one director so do not need to set up auto enrolment for pensions. How can I set quickbooks so it doesn't force me to set an auto enrolment date?

Hi SueAsh, in order to bypass pension in QuickBooks Online Core Payroll, you would need to select the option Not assessed.

 

If you need any guidance, you can contact our support team through live messaging (8.00 AM - 10.00 PM Monday to Friday, 8.00 AM - 6.00 PM Saturday/Sunday). The experts available here will have access to set up a remote screenshare to go through the process with you.

 

Thanks for reaching out to the Intuit QuickBooks Community today. We'll be here if you need any help.

Andrew Evans
Level 2

I have a company with one director so do not need to set up auto enrolment for pensions. How can I set quickbooks so it doesn't force me to set an auto enrolment date?

This hasn't worked for me.  When I make these selections, I have to select 'Opt Out' or 'Not eligible'.  When I do that I get an error message that because the employee has no contributions, you can't opt out or select ineligible??

MariaSoledadG
QuickBooks Team

I have a company with one director so do not need to set up auto enrolment for pensions. How can I set quickbooks so it doesn't force me to set an auto enrolment date?

Let me direct you to the right support to help you fix this, Andrew. 
 

May I know what specific error you are getting? This will help me determine the root cause of the issue. 

 

As mentioned by my colleague @GeorgiaC, if it is still not working even if you've already selected the correct option, I recommend contacting our payroll support team so they can take a look and investigate further. They have the tools to pull up your account in a secure environment. To do so, follow the steps provided below:

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. In QB Assistant, enter the topic you need help with. You can also enter questions.
  4. In Search, select Contact Us to connect with a live support agent.
  5. Choose a way to connect with us:
    • Start a chat with a support expert. Live chat all day, M-F.
    • Call us. M-F, 8:00 AM to 10:00 PM ,and S-S, 8:00 AM to 6:00 PM.

 

Additionally, learn how you can create and customise payroll reports specific to your needs. To know more, check out this article for reference: How to Create and Customise Your Own Payroll Reports

 

Reach out to us if you need further assistance about auto-enrollment setup. We'll be here to help you all the time.

Andrew Evans
Level 2

I have a company with one director so do not need to set up auto enrolment for pensions. How can I set quickbooks so it doesn't force me to set an auto enrolment date?

Thank you - it is sorted now!

I went to the Employee information, in pensions and loans, and set the employee as 'not assessed' and 'exempt' as recommended.  Then - I saw the 'DONE' button at the bottom of the screen.  Once I selected that, the employee info updated properly, and payroll would run!

 

Many thanks

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