Learn how to opt an employee out of a pension scheme and record a refund in QuickBooks Online Advanced Payroll.
- Go to Payroll and select Employees (Take me there).
- Select your employee that you want to opt out of the pension scheme.
- Under Pay Run Settings, select Pension Settings.
- Select Opt out of this pension scheme.
- Enter the opt out date and reference.
- Select Yes if you would like to refund pensions contributions for the employee.
Note: Refunds should only be applied within the opt out period. - Select Set and then Save.