cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more
tcarter2
Level 1

I have just exported our payroll info, but I'm unable to enter any pension details until I have entered the start date for the company pension scheme. any suggetions

 
Solved
Best answer April 08, 2020

Accepted Solutions
Jovychris_A
Moderator

I have just exported our payroll info, but I'm unable to enter any pension details until I have entered the start date for the company pension scheme. any suggetions

Hi @tcarter2.

 

Your start date is when your auto-enrolment duties begin for you as an employer. Whether you have a staging date or duty date depends on when you start paying your first employee under PAYEE.

 

If you've paid employees on or before 30 September 2017, you'll have a staging date. If you pay your first employee after 30 September 2017, you'll have a duty date instead of a staging date.

 

In setting this up, I'd suggest following these steps to auto-enroll for a pensions scheme:

 

  1. Choose your pension provider, if you don’t have one already set up.
  2. Find your staging date (or your duty start date), or the date that your workplace pension duties begin.
  3. Set up a workplace pension.
  4. Communicate with your employees.
  5. Add your employees to the workplace pensions scheme.
  6. Send the declaration to The Pensions Regulator stating that you have met your duties.

 

You can refer to this article for the detailed steps on how to setup pension scheme: Workplace pensions in QuickBooks Online Standard Payroll.

 

Also, I've added an article as your reference on how to set up payroll and manage employees in QuickBooks Online Payroll: QuickBooks Online Standard Payroll Hub.

 

Let me know if you have additional questions. I'll be happy to help. Have a good one!

View solution in original post

1 REPLY 1
Jovychris_A
Moderator

I have just exported our payroll info, but I'm unable to enter any pension details until I have entered the start date for the company pension scheme. any suggetions

Hi @tcarter2.

 

Your start date is when your auto-enrolment duties begin for you as an employer. Whether you have a staging date or duty date depends on when you start paying your first employee under PAYEE.

 

If you've paid employees on or before 30 September 2017, you'll have a staging date. If you pay your first employee after 30 September 2017, you'll have a duty date instead of a staging date.

 

In setting this up, I'd suggest following these steps to auto-enroll for a pensions scheme:

 

  1. Choose your pension provider, if you don’t have one already set up.
  2. Find your staging date (or your duty start date), or the date that your workplace pension duties begin.
  3. Set up a workplace pension.
  4. Communicate with your employees.
  5. Add your employees to the workplace pensions scheme.
  6. Send the declaration to The Pensions Regulator stating that you have met your duties.

 

You can refer to this article for the detailed steps on how to setup pension scheme: Workplace pensions in QuickBooks Online Standard Payroll.

 

Also, I've added an article as your reference on how to set up payroll and manage employees in QuickBooks Online Payroll: QuickBooks Online Standard Payroll Hub.

 

Let me know if you have additional questions. I'll be happy to help. Have a good one!

Need to get in touch?

Contact us