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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?

 
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Best answer 08-14-2019

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QuickBooks Team

Re: Payroll - Director is now just an employee. How do I record the date he is no longer a direct...

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.

3 REPLIES 3
QuickBooks Team

Re: Payroll - Director is now just an employee. How do I record the date he is no longer a direct...


Hi nanette2

 

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

 

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Re: Payroll - Director is now just an employee. How do I record the date he is no longer a direct...

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

Highlighted
QuickBooks Team

Re: Payroll - Director is now just an employee. How do I record the date he is no longer a direct...

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.