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bob104
Level 3

Today I saw a webinar about automatic Tax Codes in Payroll. It said Advanced Payroll already had that function, I use advanced payroll, it isn't working, any ideas why?

I use the RTI function so my government gateway credentials are fine, but I have to log into my HMRC portal manually and update changes in tax codes manually so automatic updates would be really useful.
11 REPLIES 11
Ryan_M
Moderator

Today I saw a webinar about automatic Tax Codes in Payroll. It said Advanced Payroll already had that function, I use advanced payroll, it isn't working, any ideas why?

Hi @bob104,

 

I'm here to take care of this query about automatic tax codes. 

 

If you're referring to employee tax codes, these are entered by hand. The reason for this is it's the HMRC who can provide the correct tax code to use for each employee you have. 

 

To get the latest news of the updates released for QBO each month, take a look at this page: The QuickBooks Blog

 

Feel free to leave a comment below if you have other questions. I'll get back to you as soon as I can. 

JackS
Moderator

Today I saw a webinar about automatic Tax Codes in Payroll. It said Advanced Payroll already had that function, I use advanced payroll, it isn't working, any ideas why?

Hi @bob104 , just to let you know, we now offer Automated Tax Codes on both of our Payroll offerings (Standard & Advanced). 

bob104
Level 3

Today I saw a webinar about automatic Tax Codes in Payroll. It said Advanced Payroll already had that function, I use advanced payroll, it isn't working, any ideas why?

Hi Jack

 

Yes that's been working for a while now, the issue I now have is that QuickBooks doesn't tell me when it updates it, I have to rely on either noticing it or a P6 notification from HMRC, is there a setting within QuickBooks Advanced Payroll that would notify me when a code is changed?

 

Thanks 

EmmaM
QuickBooks Team

Today I saw a webinar about automatic Tax Codes in Payroll. It said Advanced Payroll already had that function, I use advanced payroll, it isn't working, any ideas why?

Hello bob104, you don't see any updates on the main payroll dashboard at all when a code has changed?

bob104
Level 3

Today I saw a webinar about automatic Tax Codes in Payroll. It said Advanced Payroll already had that function, I use advanced payroll, it isn't working, any ideas why?

No I don't. the very first one that updated I got an orange triangle and an associated message but I don't get anything now. It updates the tax code but I only know because I check them when I get the P6 notification from HMRC.

ReymondO
QuickBooks Team

Today I saw a webinar about automatic Tax Codes in Payroll. It said Advanced Payroll already had that function, I use advanced payroll, it isn't working, any ideas why?

Thanks for getting back to this thread, @bob104.

 

Let me share with you the steps on how you can view the automatic tax code notification in QuickBooks Online (QBO). 

 

For you to be notified, you'll have to log in to your HMRC PAYE dashboard and ensure all notice options are set to Yes. Here's how:

 

  1. Go to the HMRC PAYE dashboard navigate to Messages.
  2. Select Notice Preferences and Notice Options which will allow you to set notices to Yes.
  3. After this has been done, any new notices will automatically update in QuickBooks.

 

Additionally, you can check for alerts in your Employees menu once an employee's tax code was updated. Just go to the Payroll/Employees menu and select Employees.

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You can also visit this article for more info: Standard Payroll Tax Code Notices.

 

Let me know how else I can help you with QuickBooks by adding a comment below. I'm more than happy to lend a helping hand. Keep safe!

bob104
Level 3

Today I saw a webinar about automatic Tax Codes in Payroll. It said Advanced Payroll already had that function, I use advanced payroll, it isn't working, any ideas why?

Thanks for that but as previously stated the tax codes get updated automatically I just don't get any kind of notification from QuickBooks that it has done it. I also use Advanced Payroll, it's different from the screen you show

AlexV
QuickBooks Team

Today I saw a webinar about automatic Tax Codes in Payroll. It said Advanced Payroll already had that function, I use advanced payroll, it isn't working, any ideas why?

Hi there, bob104.

 

I understand that you want to get notified once the tax codes are updated. The tax code notices are P6 notifications which means you'll be notified via the HMRC portal

 

You'll want to check this link for more details: QuickBooks Online Advanced Payroll Hub.

 

I'll be here if you need more help. Stay safe!

bob104
Level 3

Today I saw a webinar about automatic Tax Codes in Payroll. It said Advanced Payroll already had that function, I use advanced payroll, it isn't working, any ideas why?

Thank you but I already get the notifications from HMRC's portal, I have to because QuickBooks doesn't tell me when it has updated the tax codes automatically, that's the issue.  I have to download them from The HMRC portal and check to see if QuickBooks has actually updated it or not because at no point does QuickBooks actually tell me whether it has or not!

EmmaM
QuickBooks Team

Today I saw a webinar about automatic Tax Codes in Payroll. It said Advanced Payroll already had that function, I use advanced payroll, it isn't working, any ideas why?

Hi bob104, There's not a setting in QuickBooks you can turn on as the updates we are getting are from HMRC, So when HMRC notifies you they notify us as well. We would certainly say to put that as feedback in the cog in the QuickBooks now that the feature is active in the advanced payroll for automatic updates of the tax codes to also get sent a notification from QuickBooks or be able to have an updates page in the payroll to look at.

bob104
Level 3

Today I saw a webinar about automatic Tax Codes in Payroll. It said Advanced Payroll already had that function, I use advanced payroll, it isn't working, any ideas why?

That's actually a really good idea thank you. But I am certain that when I had the very first automatic tax code change that QuickBooks flashed up a notification with the name of the relevant person whose tax code it had just changed, but it definitely doesn't now so I was just wondering if I'd switched something off, obviously not!

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