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sbrand00
Level 2

New Employee P45 details entered but YTD amounts not showing on payslip

This employee has had one job previously in this tax year.  P45 is present and all required details have been entered and saved into QuickBooks payroll.

 

Employee statement selected is: Only job (started after 6th April).

 

 

Solved
Best answer February 17, 2022

Accepted Solutions
sbrand00
Level 2

New Employee P45 details entered but YTD amounts not showing on payslip

This issue was resolved by technical support.

 

The solution was to clear all the information entered for the new employee P45 pane (as you are supposed to do when adding a new employee) and instead enter it in the opening balances section only.  

 

Be aware that if you enter the YTD amounts in the P45 pane AND the opening balances then you end up with double the YTD amounts.  Durrrh.

 

I think this is referred to as an 'undocumented feature'.

View solution in original post

4 REPLIES 4
MaryLandT
Moderator

New Employee P45 details entered but YTD amounts not showing on payslip

Thank you for contacting us about showing the employee's P45 details, sbrand00.

 

You can click the HMRC Forms tab from the employee's profile if you're using QuickBooks Online Advanced Payroll. This way, you'll be able to issue their P45 via email.

 

I'll guide you through the steps.

 

  1. Go to Employees from the left menu. 
  2. Select All Employees from the Active Employees drop-down. 
  3. Locate the terminated employee. 
  4. Choose HMRC Forms
  5. Under the P45 section, click Re-send notification

 

The screenshot below shows you the last two steps. 

HMRCForms.PNG

 

As always, I recommend visiting this resource hub: QuickBooks Online Advanced Payroll hub. It contains links about managing your payroll settings, employees, processing pay runs, viewing payslips, and submitting reports. 

 

If you're using the Standard Payroll, you can locate the P45 by following the steps below.

 

  1. Highlight the Employees tab.
  2. Select Employees.
  3. Search for the employee in question, then click it.
  4. Go to the Documents tab.

To ensure you have a smooth transition to the next payroll year, I suggest checking out this article: Payroll Year End 2019/2020 for QuickBooks Online Standard Payroll. You can find a list of steps that helps you check if you're ready to run your final payroll. 

 

I'll be right here to help if you need more help with the P45. Just leave a comment below, and I'll get back to you.

sbrand00
Level 2

New Employee P45 details entered but YTD amounts not showing on payslip

Sorry, but you have misunderstood my problem. Let me explain again…

 

This is for our NEW employee.  We have entered her P45 Year-to-Date details from her previous employment into QuickBooks but the amounts are not appearing on the payslip (see attached image).  This means a cumulative tax calculation is not taking place.  Unless we can get this fixed before the next pay run, her tax calculation will be incorrect for this month and her P60 will be invalid.

Giovann_G
Moderator

New Employee P45 details entered but YTD amounts not showing on payslip

Hello, sbrand00.

 

I understand the importance of deducting the correct amount from the new employee's pay. The tax amount should be based on the YTD amount entered on the employee details. I'll route you to the best support available so this will be taken care of accordingly.

 

To fix this. I suggest reaching out to our QuickBooks Online Payroll support. They can do a screen sharing to double-check your payroll settings to ensure everything is added correctly.

 

Here's how:

 

  1. Sign in to your QuickBooks Online company.
  2. Go to Help (?).
  3. Click the Payroll button below.
  4. Select QuickBooks Standard Payroll Hub or QuickBooks Advanced Payroll Hub as required. The respective Self-help is displayed. 
  5. If you want to contact support directly, type ‘Chat’ in the ‘Type Something’ field and use Enter
  6. Choose Ask me a questionAsk the QuickBooks Community or Contact a human.
  7. Hit Live chat/Call me back.
  8. Enter your question, then select Continue.
  9. Choose a way to connect with us:

 

I've also added this article to guide you in adding employee details: Add, update an employee record in QuickBooks Online.

 

Don't hesitate to reply to this post if you need further assistance or you have other payroll concerns. We're always here to help.

sbrand00
Level 2

New Employee P45 details entered but YTD amounts not showing on payslip

This issue was resolved by technical support.

 

The solution was to clear all the information entered for the new employee P45 pane (as you are supposed to do when adding a new employee) and instead enter it in the opening balances section only.  

 

Be aware that if you enter the YTD amounts in the P45 pane AND the opening balances then you end up with double the YTD amounts.  Durrrh.

 

I think this is referred to as an 'undocumented feature'.

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