QuickBooks HelpQuickBooksHelpIntuit

Switch on RTI reporting in QuickBooks Online Advanced Payroll

SOLVEDby QuickBooks4Updated March 16, 2023

If you're using QuickBooks Online Advanced Payroll, you may want to turn on real-time information (RTI) reporting. This can be helpful if you need to report payroll information to HMRC on a regular basis. In this article, we'll explain how to turn on RTI reporting in QuickBooks Online Advanced Payroll.

Before we begin, make sure you have your Government Gateway user ID and password ready.

  1. Go to Payroll, and then select the Payroll Settings tab.
  2. Under Business Settings, select HMRC Settings.
  3. In your RTI settings, select Yes.
  4. Enter your HMRC user ID and password.
  5. If you'd like to make RTI submissions in test mode for this business, 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. Select Save.

This functionality is provided by HMRC to validate submissions against their live services without the submissions filtering through to the rest of their back end systems. Essentially, it can be used to make sure HMRC is happy with the details you've added into your HMRC Settings in QuickBooks Online Advanced Payroll.

When the test mode setting is enabled, HMRC will only validate the payload and will not process it. For example, a pay run submitted in test mode will only be validated by HMRC and not processed through their systems.

You should change the test mode setting to No in order to actually submit your pay runs.

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 and hassle.

  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.

Was this helpful?

You must sign in to vote, reply, or post
QuickBooks Online Payroll Advanced

Sign in for the best experience

Ask questions, get answers, and join our large community of QuickBooks users.

More like this