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DXUK
Level 2

Workplace Pension and Tax Relief

Two of our employees enrolled in our Workplace Pension with NEST are not eligible for tax relief. 

 

When submitting the monthly pension to NEST via pensionsync within Quickbooks Online, an error was prompted. The error indicated that the contributions amounts were lower than expected. When reviewing at NEST website the amount calculated within Quickbooks online for each of the employees included tax relief. We were able to adjust the Paycheck by increasing the employees contribution. 

 

We can not find a setting within Quickbooks online that allows so the employee does not receive the government tax relief? Is this correct? Would we need to manually need to adjust each month, or are we missing a setting? 

 

Thank you 

1 REPLY 1
Rasa-LilaM
QuickBooks Team

Workplace Pension and Tax Relief

 Thanks for reaching out to the Community about your concern, DXUK.


To correct your payroll records, I suggest checking with NEST to help determine if the employee will receive the tax relief. They can review your payments and provide recommendations on how to handle the situation.


Check with the agency if you’ll have to use the Relief at source method or not. This way, we can use the correct Taxation method in QBO.


In regard to the adjustment, consult with the HMRC to see if you still have to perform the process. When you have the information handy, I recommend contacting our QBO Care Team.


They have tools to check the payments and payroll data in a secure space. One of our specialists will let you know whether you’ll have to do payroll correction or manually adjust the amount.

 

  1. Go to the Help icon at the top to select the Contact Us link.
  2. This will open another window where you can enter the issue/topic.
  3. Once done, click on the Let’s talk button to view the support information.
  4. Choose how you want to contact our QBO Care Team: Start a chat or Call us.

For future reference, let me share the Workplace pensions in QuickBooks Online Standard Payroll guide. It provides an overview of the pension plan as well as for instructions on how to set up the taxation method.

 

Let me know if you have any clarifications or other concerns. I’ll be right here to answer them for you. Have a great rest of the day. 

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