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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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5 REPLIES 5
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.

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