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Intuit
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Employer Payment Summary (EPS) in QuickBooks Online Advanced Payroll

When to file my EPS?

Unlike FPS filings, an EPS (Employer Payment Submission) filing is created for specific reasons and might not be required every month or at all.

An EPS filing might be required in the following situations:

  • If no payments to employees have been made within the current or past pay period (no payment period is indicated). In other words, no FPS filings have been submitted.
  • To claim reimbursement for statutory payments (not including sick pay)
  • To claim the Employment Allowance, if entitled.
  • To show CIS Suffered for a period of time

If you need to send an EPS, you can send it after you have completed all the payroll for the tax month, or by the 19th of the following month if HMRC has to give you credit for what you owe from the EPS. You should only submit one EPS for a tax period.

How to file EPS in QuickBooks?

You have the option to submit your EPS automatically or manually. You can configure your EPS settings by going to Payroll settings then HMRC Settings.

Scroll down the page and you will come to the EPS settings fields.

You will need to fill out the following fields:

  • Submit Employer Payment Summary (EPS) monthly on the - Select a date between the 5th and 19th of the month to submit your EPS automatically.

If you select Don't submit Automatically you can submit this form by going to the Reports tab and selecting the Employer Payment Summary Report.

To be able to see this report you need to ensure that you have RTI enabled for the business by going to Payroll Settings > Business Settings > HMRC Settings.

You will now be able to see a report called the Employer Payment Summary (EPS).

Click into that and click run report.

You will then be able to submit your EPS for the given period.

Once submitted, if you want to send these automatically in the future then you can go back into the HMRC Settings screen and set the system to automatically send the EPS on a specified date each month (or leave as is for manual submissions).

  • Refund account name - The name of the account you want any refund deposited.
  • Refund account number - The account number you want any refund deposited.
  • Refund sort code - The sort code of the account you want any refund deposited.
  • Building Society reference - If you are using a Building Society for you refunds, you will need to contact your building society for this reference, if applicable.

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