Hello, Oklahoma8888.
I'll share some details with you to help you set up payroll without adding a pension provider for the directors.
Since you're still setting up your payroll, we'll want to complete the needed fields, then go to the Pension Plans section.
From check, we'll want to check I don't have a duties start date. Then, select I'm a director-only business (or select the appropriate description). Proceed with the setup to finalise your settings.
I'll also add this screenshot as a visual guide:
After setting up your payroll, let's add the directors if you haven't done it yet. Here are the complete steps:
- Go to Payroll, then click the Employees tab.
- Click on Add an employee.
- Proceed with the prompts and enter the necessary fields.
It doesn't give us the option to add their profile as a director yet. We'll want to open their profile on the Employees page.
On the employee's profile, click the Tax information box section. Select Yes under Company director, then set their Director calculation method and the Appointment date.
To make sure the directors are not assessed for pensions, go back to their profile overview, then click the Workplace pension button.
Select Not assessed under Worker category, then select the applicable settings. Hit Save after.
If you need more help setting up a director, I'll add this article: Add or remove a company director in QuickBooks Online Standard Payroll.
If you also need help with the payroll setup, here's an article to guide you through the process: Get set up for QuickBooks Online Standard Payroll.
After setting up your directors and finalising your payroll settings, check out this article if you need help running payroll: How to run payroll in QuickBooks Online Standard Payroll.
Feel free to drop by here if you have more concerns about setting up your payroll settings. Need help with the payslips, tax forms, and other tasks? Add the questions here and I'll see what I can do.