cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more
nanette2
Level 1

Payroll - Director is now just an employee. How do I record the date he is no longer a director and do I now have to consider Auto-enrolment?

 
Solved
Best answer August 14, 2019

Accepted Solutions
Ryan_M
Moderator

Payroll - Director is now just an employee. How do I record the date he is no longer a director and do I now have to consider Auto-enrolment?

Hi @nanette2,

 

Thank you for confirming the type of payroll system you have. Let me take care of this query for you.

 

Here are the steps you need to take to change your director to an employee:

  1. Go to the Employees tab, then click Employees.
  2. Select the employee in question.
  3. In the Tax Information section, choose No for the Company Director drop-down menu.

Be advised, the employee will continue to pay NI as a director until the end of the current tax year. Also, the date you change the company director status should have the same date as to when the director becomes a regular employee.

 

On a different note, if a director leaves your company then you process him as any other leaver. You can find the steps in this article: Process a leaver in QuickBooks Online Standard Payroll.

 

Do you have any other questions? Post them in the comments below, and I'll get back to you.

View solution in original post

3 REPLIES 3
John C
QuickBooks Team

Payroll - Director is now just an employee. How do I record the date he is no longer a director and do I now have to consider Auto-enrolment?


Hi nanette2

 

We have 3 payroll systems, Paysuite, QuickBooks online standard payroll and QuickBooks online advance payroll, which one of these are you using?

 

nanette2
Level 1

Payroll - Director is now just an employee. How do I record the date he is no longer a director and do I now have to consider Auto-enrolment?

Hi John, thank you for your message.  I am using Quickbooks Online Standard Payroll.   

Ryan_M
Moderator

Payroll - Director is now just an employee. How do I record the date he is no longer a director and do I now have to consider Auto-enrolment?

Hi @nanette2,

 

Thank you for confirming the type of payroll system you have. Let me take care of this query for you.

 

Here are the steps you need to take to change your director to an employee:

  1. Go to the Employees tab, then click Employees.
  2. Select the employee in question.
  3. In the Tax Information section, choose No for the Company Director drop-down menu.

Be advised, the employee will continue to pay NI as a director until the end of the current tax year. Also, the date you change the company director status should have the same date as to when the director becomes a regular employee.

 

On a different note, if a director leaves your company then you process him as any other leaver. You can find the steps in this article: Process a leaver in QuickBooks Online Standard Payroll.

 

Do you have any other questions? Post them in the comments below, and I'll get back to you.

Need to get in touch?

Contact us