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Setting up pay run inclusions in QuickBooks Advanced Payroll

by Intuit• Updated 1 month ago

Pay run inclusions are additional pay items you set up for an employee that are automatically included in each pay run. These can include:

  • Deductions
  • Expenses
  • HMRC adjustments (employee and pension contributions)
  • Tax adjustments

You can set a start and end date for each inclusion, or have it repeat indefinitely.


Adding a pay run inclusion

  1. Go to your Employee List and select the employee.
  2. Select Pay Run Inclusion.
  3. Choose the type of inclusion you want to set up and follow the relevant steps below.

  1. Select Add on the right-hand side.
  2. Select the contribution type from the drop-down list.
  3. Enter the amount per pay run. Options include:
    • Fixed amount
    • Percentage of gross earnings
    • Percentage of pensionable earnings
    • Percentage of taxable earnings
    • Percentage of NIable earnings
  4. Optional: Add a note for the employee to see on their payslip.
  5. Enter the start date.
  6. Choose an end date:
    • Specific date
    • Never ends
    • Once a particular amount is reached
  7. Select Save.
  1. Select Add on the right-hand side.
  2. Enter the deduction amount. Options include:
    • Fixed
    • Percentage of gross
    • Percentage of net
    • Varied based on earnings
  3. Set the priority if multiple inclusions are applied.
  4. Consider student loans where applicable.
  5. Select whether the deduction is paid manually or to a bank account.
  6. Choose if preserved earnings should be used.
  7. Optional: Add a note for the employee’s payslip.
  8. Enter the start date.
  9. Choose an end date.
  10. Select Save.
  1. Select Add on the right-hand side.
  2. Select the location the expense should be costed against (defaults to the employee’s default location).
  3. Assign a tax code for applicable sales tax.
  4. Enter the reimbursement amount per pay run.
  5. Optional: Add a note for the employee’s payslip.
  6. Enter the start date.
  7. Choose an end date:
    • Specific date
    • Never ends
    • Once a particular amount is reached
  8. Select Save.
  1. Select the inclusion’s name.
  2. Update the settings as needed.
  3. Select Save.
  1. Hover over the inclusion until the X appears.
  2. Select the X and confirm by clicking OK
QuickBooks Online Payroll Advanced