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

I want to claim for employment allowance upto £4,000 (https://www.gov.uk/claim-employment-allowance/how-to-claim) . How do i back date so can use full amount this tax yr

 
Solved
Best answer February 10, 2021

Accepted Solutions
GeorgiaC
QuickBooks Team

I want to claim for employment allowance upto £4,000 (https://www.gov.uk/claim-employment-allowance/how-to-claim) . How do i back date so can use full amount this tax yr

Hi andy-bate,

 

The only way to claim for the current tax year would be to roll back any of the payroll that you've already ran, then turn on the employer allowance within the payroll settings, and re-run the payroll back to date, re-submitting the RTI each time as option H - correction to an earlier submission, to ensure this overwrites what HMRC have already received for this period. 

 

If you'd like the steps on how to rollback the payroll, please get back to us below confirming which version you're using, the standard or the advanced

 

Thanks! 

View solution in original post

5 REPLIES 5
GeorgiaC
QuickBooks Team

I want to claim for employment allowance upto £4,000 (https://www.gov.uk/claim-employment-allowance/how-to-claim) . How do i back date so can use full amount this tax yr

Hi andy-bate,

 

The only way to claim for the current tax year would be to roll back any of the payroll that you've already ran, then turn on the employer allowance within the payroll settings, and re-run the payroll back to date, re-submitting the RTI each time as option H - correction to an earlier submission, to ensure this overwrites what HMRC have already received for this period. 

 

If you'd like the steps on how to rollback the payroll, please get back to us below confirming which version you're using, the standard or the advanced

 

Thanks! 

andy-bate
Level 1

I want to claim for employment allowance upto £4,000 (https://www.gov.uk/claim-employment-allowance/how-to-claim) . How do i back date so can use full amount this tax yr

Thanks for the reply 
 
It would be great if you could provide the steps on how to rollback the payroll. We are on the standard version 
 
Thanks in advance 
 
Andy  
 

 

IamjuViel
QuickBooks Team

I want to claim for employment allowance upto £4,000 (https://www.gov.uk/claim-employment-allowance/how-to-claim) . How do i back date so can use full amount this tax yr

Let me share additional information, @andy-bate.

 

You can delete and recreate the paychecks you've created. I can guide you on how to do it.

 

First, you'd want to run and download the Payroll reports. This is very helpful once you re-run payroll. Once completed, you can start deleting the paychecks. Here's how:

  1. Go to the the Employees or Payroll menu.
  2. In the Payroll History section, select the most recent period.
  3. On the Payroll details page, click Action.
  4. Choose Delete Payroll.
  5. Type Yes in the box, then click Delete.
  6. Repeat for any additional pay runs you require.

Once you have deleted each paychecks, you can re-run payroll. Make sure to enable the employer allowance within the payroll settings. Here's how:

  1. Click the Gear icon.
  2. Select Accounts and Settings.
  3. Choose Payroll.
  4. Scroll down to the Employer NI relief section.
    • If you qualify for Employment Allowance, select Yes.
  5. Pick Yes if your business falls within the eligibility criteria for State Aid.
  6. Mark the box that is most relevant to your business sector.
  7. Click Save.

You can refer to this article for the detailed steps in recreating the paycheck: Pay your employees in QuickBooks Online Standard Payroll.

 

Lastly, I'd recommend consulting with an accountant or a Tax-Professional so you'd be guided in managing your payroll.

 

Feel free to click the Reply button if you have other questions or concerns. I'm always here to help.

M S2021
Level 1

I want to claim for employment allowance upto £4,000 (https://www.gov.uk/claim-employment-allowance/how-to-claim) . How do i back date so can use full amount this tax yr

How do I send an EPS to claim for previous years Employers Allowance?  HMRC advise I can claim back to 2017/18 by sending EPS but I can't see how to do that?
Thanks

Ashleigh1
QuickBooks Team

I want to claim for employment allowance upto £4,000 (https://www.gov.uk/claim-employment-allowance/how-to-claim) . How do i back date so can use full amount this tax yr

Hello M S2021, thanks for posting on this thread, you cant do this from Quickbooks, you would need to conatc HMRC about how to do this. 

 

 

Need to get in touch?

Contact us