Switch on RTI reporting in QuickBooks Online Advanced Payroll

If you're using QuickBooks Online Advanced Payroll, you might want to turn on real-time information (RTI) reporting. This is helpful if you need to regularly report payroll information to HMRC.

This article will cover how to:

• Turn on RTI reporting
• Test RTI reporting
• Send an EPS to HMRC automatically

Turn on RTI reporting

Before you start, make sure you have your Government Gateway credentials for payroll ready.

1. Go to Payroll, and then select Payroll Settings.
2. In Business Settings, select HMRC Settings.
3. In your RTI settings, select Yes.
4. Enter your Government Gateway credentials.
5. Select Save.

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Test RTI reporting

The RTI submission test mode is a feature provided by HMRC that allows you to validate your submissions without actually processing them through their systems. This helps ensure that HMRC is satisfied with the information you've entered in your HMRC Settings in QuickBooks.

When you switch on the test mode, HMRC will only validate your submission without processing it. For instance, if you submit a pay run in test mode, HMRC will only check its accuracy but won't process it through their systems.

1. Go to Payroll, and then select Payroll Settings.
2. In Business Settings, select HMRC Settings.
3. In your RTI settings, select Yes.
4. Enter your Government Gateway credentials.
5. If you'd like to make RTI submission in test mode, select Yes.
   Test mode is a useful way to check that your RTI submissions are being made correctly, without having to go through the full process each time. However, it's important to remember that you'll need to switch back to No (which is the live mode) before you can start making actual RTI submissions.
6. Remember to change the test mode setting to No to actually submit your pay runs.

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Submit an EPS automatically

You can choose to submit your Employer Payment Summary (EPS) manually or automatically, but we recommend doing it automatically to save yourself some time.

1. Go to Payroll, and then Payroll Settings.
2. Under Business Settings, select HMRC Settings.
3. Look for EPS submissions and select the date from the dropdown.
4. Enter the bank account details.
5. Select Save.

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