Quickbooks won't allow me to transfer employee Pension to new SIPP in current tax year

Hi NBSteve

Thanks for joining us here on the Community,

Can I check which version of the payroll you're using, Standard or Advanced? 

Thanks for the reply. I have Standard

I've got your back, @NBSteve.

Once you've already run payroll for employees the option to change the pension scheme is unavailable. To further assist you with this. I recommend contacting our Payroll support team to help you transfer employee Pension to the new SIPP. They can give you the options you need to do. Follow these easy steps to connect with them:

1. Go to the Help menu. 
2. Select Contact us.
3. Under What can we help you with?, enter a brief description of your concern.
4. Click Continue.
5. You'll be routed into the Choose a way to connect with us page.
6. Choose Get a callback or Start a chat.

For additional info, please see this article: Multiple Pensions for QuickBooks Online Standard Payroll. 

You might also want to visit our help page to browse articles that can guide you with your QuickBooks tasks. To get started head to our QBO help articles at this link.

Feel free to post here again if you have other QuickBooks related concerns. I'll be around to help you in any way I can. Have a good one. 

Hello Community Users, We just wanted to pop in and update this thread with the outcome of this query. The customer was unable to make the change because Standard Payroll will not allow you to change pension provider after the employee has been paid in the current tax year.

The options given were
- to recreate the employee again and make the old one a leaver to change the pension provider;
- Run the employee on a different payroll provider until April when you can change it, for example Basic tools;
- Or upgrade to QBO Advanced Payroll to edit this as the function on Advanced payroll will allow them to make the change.
User decided to move to advanced payroll.

Any questions please feel free to ask.