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Opt out of a pension scheme in QuickBooks Online Advanced Payroll

SOLVEDby QuickBooks5Updated 1 year ago

Learn how to opt an employee out of a pension scheme and record a refund in QuickBooks Online Advanced Payroll.

  1. Go to Payroll and select Employees (Take me there).
  2. Select your employee that you want to opt out of the pension scheme.
  3. Under Pay Run Settings, select Pension Settings.
  4. Select Opt out of this pension scheme.
  5. Enter the opt out date and reference.
  6. Select Yes if you would like to refund pensions contributions for the employee.
    Note: Refunds should only be applied within the opt out period.
  7. Select Set and then Save.

Read Pension assessment and re-enrolment.

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