The workplace pension reports show all the employees in your pension plan, their personal details, the date they enrolled, their assessment information, the employer and employee contributions, and their pensionable earnings.
To view the workplace pension reports
- Go to view your reports in QuickBooks.
- Under Workplace Pension, select Run.
- Select whether you want to view the report for the tax year, which will show all reports by pay date for the tax year, or the current month.
If you’re using a pension provider (other than NEST), you will see only the Pension summary report. If you've selected NEST as the pension provider, you will see all 3 of the following reports:
- NEST contribution
- NEST membership
- Pension summary report
- Select the report you want to view and it will open as a CSV file.
IMPORTANT: If you want to upload the NEST reports onto the NEST portal, you must not open them in Excel. Instead, save them as CSV files. If you open them in Excel by accident, these files will not be submitted successfully to NEST. If you mistakenly do so, go back and download the file again.