Pension - Employee Opt-In

17 replies
57 views

Hello,

I have a client who has an employee that would like to Opt-In to the Pension scheme, as he is only 21 at the moment. How can I make sure they are set up within Quickbooks as such?

Thanks

Jamie

QuickBooks Online Accountant

TaliaIAnswer

Level 8

Hi Emma,

20/06/2019 for this particular employee.

Thanks

Jamie

Hello Jamie,

You will need to roll back to the period you entered this employee, it should then allow you to change the pension settings as a payroll has not been ran on the employee at that point. You should change the worker category to Non eligible, so that once you get to the period that they have chosen to opt in within, you will be able to change this to Opt in. When re-running the payrolls, you can skip the FPS submissions if you would like.

Let us know if you need any help rolling back.

Thanks,

Talia

GeorgiaC

Level 13

Hey Jamie,

Thanks for your post and welcome to the community!

Can I check which version of the payroll you are using to guide you on how to opt-in the employee? We currently have three in use - Standard, Advanced, and Paysuite.

JMAmasAuthor

Hi Georgia,

Thanks for your reply.

I think it is standard, though am not too sure. Is there somewhere/a way I can check?

Kind regards,

Jamie

GeorgiaC

Level 13

Sure, if you go to the 'Employees' tab on the left-hand menu this will show the 'Payroll' and 'Employees' as two separate tabs for the standard payroll.

If you are using Paysuite this will say 'powered by Paysuite' on the top left corner of the main Employees page.

Thanks!

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