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LT11
Level 1

Salary sacrifice and Nest

I am trying to get my salary sacrifice pension in QB advanced to show the correct amounts in both QB and Nest but it seems impossible.

In QB it says add the 10% salary sacrifice and leave the 3% employer contribution on QE, which is what I want to achieve.

I have pension sync with Nest so I'm supposed to put the same thing in Nest but I can not do this as it requires a minimum of 8% as total contribution.

In total this works out at 18.9% of qualifying earnings as an employer contribution, but if I put that in Nest, the pension then syncs with QB and I end up paying the 10% salary sacrifice twice - once as the salary sacrifice and again as the employer contribution of 18.9% rather than 3%.

How do I achieve this?

I'm pulling my hair out - how has anyone else managed to sync salary sacrifice to Nest please?

5 REPLIES 5
AnneMariee
QuickBooks Team

Salary sacrifice and Nest

Let me route you in the right direction to get the support you need about the syncing issue you're experiencing, LT11.

 

QuickBooks Online Advanced Payroll allows users to arrange a sacrifice salary scheme between employers and employees, allowing employees to exchange a part of their salary for non-cash benefits. 

 

I see that the configuration in QuickBooks suits your business needs, and you're having an issue syncing it with Nest. To address this, I suggest reaching out to Nest's support team directly for clarification on handling salary sacrifices accurately. They can assist you in ensuring that your records align across both platforms.

 

For your guidance, you can refer to this article about salary sacrifices: Set up pension salary sacrifice in QuickBooks Online Advanced Payroll.

 

You can also check out the QuickBooks Blog to stay in the loop about what's new in the system.

 

Let me know how this goes and feel free to leave a reply below. I'm always around here in the Community and ready to lend a hand, LT11.

LT11
Level 1

Salary sacrifice and Nest

I have contacted Nest and they have explained how to set it up in their platform but this is completely different to QB, so the two can't sync.

Why can QB not transfer the information over to Nest in the right way?  It's the same totals but it won't work as the set up is different.  Surely salary sacrifice is a standard thing so I don't understand why they are both set up differently? 

Can pension sync ever work with salary sacrifice? 

I also think this should be made clear before you set it up - If I had known I would have chosen a different option as it has taken way too long to try and sort this out.

JoesemM
Moderator

Salary sacrifice and Nest

Hi there, LT11.

 

You'll want to make sure that the salary sacrifice set up in QuickBooks is configured correctly, as the data will sync automatically. For more details, on how to set up salary sacrifice with or without qualifying earnings, see this article: Set up pension salary sacrifice in QuickBooks Online Advanced Payroll.

 

Also, pensionsync has the capability to integrate with salary sacrifice, and NEST is one of the pension providers that can be used. For more details on how to integrate it into QuickBooks, open this link: PensionSync guide for QuickBooks Online Advanced Payroll.

 

However, if it's set up correctly, I'd recommend contacting our Payroll Support Team. They have tools that can check your payroll setup and provide other troubleshooting steps to get this resolved.

 

Here's how you can contact our payroll team:

 

  1. Hover over to the Help icon, then choose the Search tab.
  2. Click Contact Us.
  3. Type in a short description of your issue and concern in the box provided.
  4. Click Continue.
  5. Select the Chat or Callback option.

 

Please ensure to review their support hours to know when agents are available. This way, you can contact them at a time that is convenient for you.

 

You may access this link for a list of helpful articles on managing your payroll data: Advanced Payroll hub | QuickBooks Online.

If you have any other questions about the employer's contribution, you're always welcome to post here anytime. I'd be around to help. Take care and have a good one!

LT11
Level 1

Salary sacrifice and Nest

You say :-

pensionsync has the capability to integrate with salary sacrifice, and NEST is one of the pension providers that can be used. 

But the support team have said it's set up correctly in QB but it is not possible to sync with NEST on salary sacrifice. 

Who is correct and if it can please can someone tell me how?

 

GenmarieM
QuickBooks Team

Salary sacrifice and Nest

Thanks for your follow-up question, LT11. Allow me to step in and share some information about setting up salary sacrifice in QuickBooks Online (QBO).

 

Let me clarify that QuickBooks can synced with Nest. It is important to ensure that the setup is right since it will depend on how it was set up. QuickBooks will also depend on how you set up the pension provider.

 

Moreover, it is best to contact our Payroll Support Team so they can investigate further and provide troubleshooting steps if needed.

 

Here's how: 

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help, then choose either of these tabs:
  • Assistant tab and select Talk to a human.
  • Search tab and click on Contact Us to connect with a support expert.

 

Additionally, I'm adding this article as your reference in submitting pension reports in QBO: Submit pension reports in QuickBooks Online Standard Payroll.

 

As you continue to set your salary sacrifice, please remember that I'm always here to provide guidance. Feel free to post your concerns below, and I'll get back to you.

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