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Sharkbait365
Level 1

Pension Opting Out

I need to enter auto-enrolment pension details prior to running the last payroll of the year, but my employee (me) wants to opt out for this year.  Quickbooks doesn't seem to want to give me the option to opt out before running the payroll.  Is there a work around?

Solved
Best answer March 09, 2020

Accepted Solutions
Ashleigh1
QuickBooks Team

Pension Opting Out

Hello Helen Hi, 

 

Welcome to the Community page, 

 

If you click into an employee>scroll down to workplace pension>turn off the tab that says enroll in pension. 

 

This will then not take any pension off you when you roll the payroll. 

 

 

View solution in original post

8 REPLIES 8
TaliaI
QuickBooks Team

Pension Opting Out

Hello Sharkbait365,

 

What version of payroll are you using? QuickBooks Payroll or Paysuite? Are you not given the option to opt out?

 

Thanks,

 

Talia

Sharkbait365
Level 1

Pension Opting Out

Hi - it is Quickbooks online.  But I managed to sort it in the employee section, rather than the payroll, so am all good.  Thanks for your reply!

Liz Leebody
Level 1

Pension Opting Out

Hi, 

How do you opt them out as I also need to do this for one of our employees?

EmmaM
QuickBooks Team

Pension Opting Out

Hi Liz

 

Thanks for reaching to the Community

 

We can go though this with you we just need to know which payroll are you using Paysuite,Standard or Advanced?

 

Emma

Helen Hi
Level 1

Pension Opting Out

I would like to know how to do this as well, using standard payroll.

Ashleigh1
QuickBooks Team

Pension Opting Out

Hello Helen Hi, 

 

Welcome to the Community page, 

 

If you click into an employee>scroll down to workplace pension>turn off the tab that says enroll in pension. 

 

This will then not take any pension off you when you roll the payroll. 

 

 

RutaG
Level 1

Pension Opting Out

Hi,

 

I don't have the option to turn the payroll off. The QB help was useless, so all I could do for now was to postpone until I figure out how to turn it off. As a one-man-band company, you are not classed as an employer for pension purposes and, therefore, there is no need for auto-enrollment. I find what should be a simple and straight forward payroll set up a very painful experience. 

JessT
Moderator

Pension Opting Out

Hi RutaG,

 

We're unable to turn off the payroll function in QuickBooks Online. You can stop running payroll or creating paychecks, so you won't have any payroll charges.

 

I know its easier to just have an option to turn it off to make sure you'll not acquire any charges at all. I'm bringing this idea to our product engineers, so they can consider adding it in future updates. 

 

Please don't hesitate to go back to this thread if you have other payroll questions in the future.

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