Need to make another submission for March as client has not claimed any CIS deductions for the year!

DataNavigator · ‎April 03, 2020

Hi

I hope someone can help me. I have just taken on a new client who is running QB Essentials. He is the Director and the only employee. I have been working through his accounts to bring them up straight and it would appear that he has never claimed deductions for CIS suffered during the 2019-20 tax year. When I spoke to him he had no idea that he should have been doing this! I want to make the deduction for him, as it will significantly reduce his PAYE bill for the year, but unfortunately the payroll for March 2020 (M12) has already been run, which has caused QB to start a new tax year! I now cannot make any adjustments that would enable me to submit an EPS or an FPS adjustment for M12.

Does anyone know what I can do to solve this? Also bearing in mind that 5th April is in two days time! Aaarrgghh!!

Grateful for any guidance you can give.

Many thanks!

JenoP · ‎April 03, 2020

Hi there, DataNavigator.

We're not able to create an adjustment if a period has already been closed.

I'd recommend reaching out to our Payroll Support Team. They can access the clients account and manually enter the adjustments.

Here's how:

Go to the Help menu and select Contact Us.
Let them know that you need to enter some adjustments in QBO, then click Let's talk.
Click Start a chat.

Let me know if you need anything else.

View solution in original post

JenoP · ‎April 03, 2020

Hi there, DataNavigator.

We're not able to create an adjustment if a period has already been closed.

I'd recommend reaching out to our Payroll Support Team. They can access the clients account and manually enter the adjustments.

Here's how:

Go to the Help menu and select Contact Us.
Let them know that you need to enter some adjustments in QBO, then click Let's talk.
Click Start a chat.

Let me know if you need anything else.

DataNavigator · ‎April 04, 2020

Hi JenoP

Thank you for this. I have been on chat with the QB payroll team today. Unfortunately there is no way to make this adjustment in March, but apparently it is fine to add it to the April pay run. Not ideal, as the client doesn't benefit from this until July (they're on quarterly payments). But at least it's something. I think I will still try and contact HMRC directly to discuss the issue, there might be something they can do.

Many thanks for your prompt reply, I really appreciate it. It meant that I could get back to my client sooner, so thank you. :)

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Need to make another submission for March as client has not claimed any CIS deductions for the year!