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Blade Printing
Level 1

Pension contributions

I have just upgraded to the new payroll in QB from PaySuite
However I cannot find a way to change the pension contributions (and they are wrong when I run new pay run)
Where can I find this page to change the contributions?
Thank you
Howard

9 REPLIES 9
Ashleigh1
QuickBooks Team

Pension contributions

Hello Blade Printing, 

 

Welcome to the Community page, 

 

Can I Ask which payroll you have moved to from paysite, is it advanced or standard? 

Blade Printing
Level 1

Pension contributions

Hi
I am on advanced payroll which was the application recommended based on my previous usage of Pay Suite
Thanks

Howard

Ashleigh1
QuickBooks Team

Pension contributions

Thanks for clarifying that are you on a pension sync or not? 

Blade Printing
Level 1

Pension contributions

Hi Ashleigh1
Not yet as I have want to sort the payments first !

I am using NEST as my pension provider so happy to switch on pension sync but only when comfortable that it is right

Thanks

Howard

GeorgiaC
QuickBooks Team

Pension contributions

Hi Blade Printing,

 

NEST has set pension figures, however, if you have set up the pension manually you can edit the percentages by going to Payroll settings > Pension settings > Pension Schemes > Scroll to contribution plans > Select the plan to edit.

 

Thanks

Blade Printing
Level 1

Pension contributions

Hi GeorgiaC

No that does not give me access to the individual employees contributions
At present the information transferred across from Pay Suite is showing a deduction of the gross contribution NOT the net contribution, when I click New Pay Run even though it is set up for Relief at Source. Previously the deduction on Pay Suite  was the net amount

For example

Pay Suite - £80

New Pay Run - £100

I cannot find any way of amending individual pension amounts for each employee or see what they are for each employee as I used to be able to in Pay Suite. In each employee there was a pension tab and in there the pension could be set for employee and employer.

Where is this facility in the Advanced Pay Roll

Howard

 

 

 

GeorgiaC
QuickBooks Team

Pension contributions

Hi Blade Printing, 

 

The contribution plans are set up within the main pension settings (Payroll Settings > Pension Settings > Pension Schemes > Contribution plans).

 

The individual contribution plans are then assigned to each employee through auto-enrollment or manually within the employees settings by going to the Employee > Pension settings > Contribution plan.

 

If you have employees which are subject to different contribution amounts/% you would need to create separate contribution plans for these by selecting 'Add' (in the contribution plans in the main settings) and then assign to each. 

 

The option to choose whether the pension is based on Net Pay or Relief at Source is given on the drop-down under 'Pension Type' on the contribution plan - if you are not given a drop-down menu here try selecting the down-arrow key to change. 

 

Thanks!

mary51
Level 1

Pension contributions

The items which need to be altered are coloured grey and cannot be changed.

John C
QuickBooks Team

Pension contributions

Hi mary51

 

Are  you attempting to change the pension contribution percentages? If you are then navigate to the employees pension settings and select the overide box and you will be able to amend the percentages.

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