Hello, help on changing an employees pension scheme would be very helpful:
When I attempt save the the employees pension as the new SIPP i've added I get this message:
'You cannot change an employee's pension scheme once they have been paid in the current tax year.'
When i attempt to change the existing pension details I get this:
'You can’t change your provider type after employees have started paying into the workplace pension.'
Both Nest (existing) and Interactive investor (new pension) and pension advice service say an employee should be able to change their pension at any time.
Frustrating, any help would be very much appreciated. TIA
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:
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.