I am trying to edit the workplace pension area for an employee so I can submit their pension payments.
The area in QB says "worker category: Not assessed" and will not let me change this.
Any help would be appreciated?
Thanks for the prompt reply and for sharing additional information, @GrahamM26.
To get around this issue, we'll need to delete the payroll run of your employee before we can edit their worker’s category. That being said, I encourage reaching out to our Support Team. They have the tools to look into your account and delete your previous pay runs.
Here’s how to reach out to them in your QuickBooks Online (QBO):
You can also check this article for reference: QuickBooks Online Support.
Once everything is settled, we can now change the pension category and submit your employee’s pension payments:
Then for submitting your employee’s pension, check out this article for reference: Submit pension reports in QuickBooks Online Standard Payroll.
Tag me in your reply if you have other follow-up questions. I’ll be around ready to help you out. Take care and stay safe.
I started with the payroll on wk1 6th April 2021. I noticed that the pensions are not calculated correctly.
I reverted back to the old software to confirm this. I have obviously entered something incorrectly but I cannot Quickbooks won't let me change information. What do I do next?
You'll need to rollback the payroll for W1 to edit the pension details, on the standard payroll, you can do this by going to Payroll > Payroll history > Click into the pay period and select Actions > Delete payroll. If you've already submitted this to HMRC, please ensure once you have re-run W1 you submit this as 'Option H - correction to an earlier submission' from the payroll taxes screen (Taxes > Payroll tax). 👩💻