please see the real time information (rti)
Contents
1. Home Insert Pagelayout Formulas Data Review View Developer Acrobat o o x lh Cut Anal Fe CC i H Sem Ek PE EAuosum ME ZB Wrap Text General H de E Cree EI SCIL E mm e ae D A Paste zb 5 4 E E E E 58 398 Conditional Format Cell Insert Delete Format Sort amp Find amp 7 d Format Painter Biz gt A E E E EE Ea Merge amp center E 58 28 Formatting as Table Styles QClear Filer Select Clipboard g Font ic Alignment n Number in Styles Cells Editing Al G f Payroll for the tax year amp taxyear k B c D E a G H l J K Ls M N o P Q R S E Payroll for the tax year 2014 15 2 3 4 Please select an option to go to the screen 5 s Employer screen Database c 8 Internet cAMy Documents 9 Employee screen 10 Transfer folder ic agywin 11 12 Beene panel Transfer file in 13 t P Transfer P60 data in 4 16 17 P60 Payelink cAMy Documents 18 19 a p Calc irmark 21 Internet use 22 User ID 23 Transfer file out 24 Password 25 26 This is the testing flag 27 If ticked you can only have one employer 28 land one employee 29 Please contact the supplier for the 30 full version 31 32 Danwriaht Quality Mananamant Saftwara Ltd 2044 m M Submission Startup Employers Employees Control panel What is paid Payslip p11 p32 P60 Paysummary plid plid b P35 page lil Read2. Al O fe Payroll for the tax year amp taxyear NEN E G D E F G H l 7 K L M N o P Q 78 79 Adjustments to pay for Tax and National Insurance 80 Tick if for 81 Starting at Amountof Tick if Tick if starting Tick if this a this period this period cumul cumul 82 Description month number adjustment Taxable NlC able month onl benefit taxable nicable startonly bene tax nic tax nic 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 M 4 gt Employees Control panel_ What is paid Paysip p11 p32 P60 Paysummary plid plid b P35 page P35page2 P35 page3 Ready The description will be printed on the pay slip The adjustment can be positive or negative and can be taxable or not and NICable or not Each adjustment by default is for the starting month and every subsequent month if it is only for the starting month then tick the appropriate box Tick the final box if the adjustment is a benefit it is reported separately in RTI 15 Tax Codes Selecting the tax code button on the employee screen leads to PAYE2015v02 Compatibility Mode Microsoft Excel Home Inset Page Layout Formulas Data Review View Developer Acrobat
3. 16 Please select an option Work out pay for this period Remove p11 data for this period 7 only only 18 19 Work out all pay up to and Remove all p11 data up to and 2 including this period including this period 22 23 Prepare payslips and the Please select the period for the payroll 24 payroll summary report for all only employees with this period will be processed 25 employees TEE x ploy monthly 27 28 Submit Full Payment 5 Summary FPS 30 Reason for late submission rarely used 31 I ii M M Employers Employees Control panel What is paid Paysip pli p32 P60 Paysummary plid plid b P35page1 P35page2 P35 pL u rT Ready j 0 E20 20086 You must first select a pay period with the up and down arrows and then the button to calculate pay for this period or all periods from the start of the year up to the selected period The payroll process first removes any pay details previously calculated and recalculates the pay The button Prepare payslips and the payroll summary report for all employees works out the pay for the selected period prepares a report and optionally prints the payslips for all employees Please remember to save the current employee first if you have not already done so If you have a mixture of weekly and monthly employees you can use the dropdown to select the appropriate category You must use the Prepare payslips
4. Enter the starting month usually 1 and the tax code and tick if it is a Weekl Month basis The What is paid convention is followed once you have entered a code it is used for the starting month and all subsequent months unless you enter a new month and code underneath the first month The separate boxes for Tax code and the tick box are updated after you run the payroll they represent the most recently used information 16 National Insurance codes and Directors and Starters Selecting the NIC codes button on the employee screen leads to Ca di ite d PAYE2015v02 Compatibility Mode Microsoft Excel Home Inset Pagelayout Formulas Data Review View Developer Acrobat Q x f SS a B fs 6 a t 3 AE Define Name trace Precedents U Show Formulas El JP Use in Formula X Trace Dependents Y Error Checking Insert AutoSum Rien Financial Logical Text Date amp Lookup amp Math More Name Watch Fano E Calculate Shi Function Time Reference amp Trig Functions Manager EE Create from Selection jf Remove Arrows Q Evaluate Formula window Option Fen cii Function Library Defined Names Formula Auditing Calculation A53 f NENNEN E G D E F G H I J K L M N o P 38 Student Loan deduction 39 40 Please enter the tax code details and the startin riod 41 Employee screen 42 Starting at Tick if Week 43 month number Tax Code Mo
5. z p i f x a B fal e re A C e AE Define Name Ee Trace Precedents Bi show Formulas JP Use in Formula X Trace Dependents Y Error Checking Insert AutoSum Recently Financial Logical Text Date amp Lookup amp Math More Name Watch Calculation 7 Calculate Sheet Function Used 7 Time Reference amp Trig Functions Manager BE Create from Selection Jf Remove Arrows Evaluate Formula window Options te She Function Library Defined Names Formula Auditing Calculation A38 Q f Student Loan deduction NEN E G D E 3 G H I J K L M N o P 24 Gender Required if no NINO F temai d d 25 Transfer data to P60 for 5 National Insurance Number Emer NINO this employee 28 Works Staff Number CFC mothchd LJ Prepare NINO Verification Request 30 Department l v optional used for payroll analysis S 51 NVR 32 Employment start T 33 34 Employment end C7 36 36 Deceased For P45 37 38 Student Togn deduction 39 ease enter the tax code details and the starting period Employee screen 42 Starting at Tick if Weeki 43 month number Tax Code Month 1 51 52 Most recently used information after you have run a pay period 53 4 Employees Control panel_ What is paid _ Payslip p11 p32 P60 Paysummary plid plid b P35 page 1 P35page2 P35 page 3 P35 Ready EH
6. option for RTI FPS submissions HMRC requires that each regular submission includes all employees in the articular category weekly or monthly and must be submitted before the appropriate paydate Payslips The payslips are designed to be printed on special A4 stationery avail window One payslip is printer per page the page is folded in two and the employee s address is visible through the window The stationery is referred to as Mastermailers reference MAILPAD or MAILPADF The latter has a postal franking band and could be posted QMS Ltd and its directors and staff do not have any financial interest in Econoprint 20 A section of the payroll report is as follows Home Insert Page Layout Formulas Data Review View Develop Acrobat 6 gt w f gt a 8 A a a fo AD Define Name EH Trace Precedents U Show Formulas E3 BB catcutate Now P Use in Formula C Trace Dependents Y Error Checking Insert AutoSum Recently Financial Logical Text Date amp Lookup amp Math More Name Watch Calculation 71 Calculate Sheet Function Usedv Time Reference amp Trig Functions Manager E Create from Selection i Remove Arrows amp Evaluate Formula window Options REI E Function Library Jl Defined Names Formula Auditing Calculation Payroll for the tax year 2014 15 AAA B c Print the payroll Go to Control 2 summary panel Employer itest for 201 ax Monti 01
7. 121 122 What is the type of work eg Harvest worker 123 124 Which section A or B 125 A any worker who was paid 111 or more in any Week or 126 any worker who was taken on for more than a wkek unless a harvest worker 127 128 B any worker who was paid more than 100 in tota and not listed in Section A or 129 harvest workers see booklet CWG2 Employer Further Guide to PAYE and NICs 130 131 Earlier Year Update 132 Tick here to send an earlier year update EYU 133 134 NEST or other pension scheme contributions 135 136 Tick this box if the employee has opted out or 137 there is any other reason to be excluded 138 139 Sort code of recipient s bank D 140 141 Rarely used RTI data 142 143 Foreign country M 4 gt H Employers Employees Control panel_ What is paid Paysip p11 p32 P60 Paysummary plid plid b P35 page P35 page2 P35 pl Re EE oo Then on the employer screen select the button Prepare Earlier Year Update button to send the information to HMRC The following link gives more information http www hmrc gov uk payerti reporting errors previous year htm and information about late reporting http www hmrc gov uk payerti reporting late reporting htm 33 P11D processing We have added P11D processing You need to set up employers and employees with a minimum amount of information if you have not used the payroll The payroll infor
8. Data can also be provided for the joiners leavers directors student loans departments Warning messages are shown in red you need to remove the cause of the warning otherwise later processing may not work You can bring forward an individual employee from the previous year by selecting the Retrieve employee button 12 NOTE for RTI users You will not have to submit a P35 and P14s at the end of the year but you still need to go through the process of preparing a P32 We recommend you prepare an EOY summary because it summarises the tax and NI and can be used to reconcile payments to HMRC You will have to complete at least some of the P35 especially page 4 because this information is included in the final RTI submission of the EPS see the RTI section later 13 Day to day payroll The payroll contains sections for a large number of options which are required for HMRC acceptance tests many of them are not used in normal day to day processing The minimum requirements are as follows and can be reached from the employee screen Please note that references to month also refer to week or any other pay period depending on the pay frequency selected on the employer screen Selecting the What is paid button on the employee screen leads to 7 d PAYE2015v02 Compatibility Mode Microsoft Excel ome Pagelayout Formulas Rei View Developer Actabat x Heee a i f X 5 fal e re 3 Defi
9. End of year Return PAYE2000 for the year of assessment 2014 2015 The Supplier reserves the right to terminate the licence agreement granted forthwith on giving notice to the Customer in writing Disclaimer The Supplier shall have no liability in any way arising out of the use of PAYE2000 and the Customer by using the software acknowledges this It is imperative that the user of PAYE2000 understands that it is not a substitute for the knowledge and skill of a payroll practitioner PAYE2000 has been designated to assist the practitioner not to replace him or her and accordingly users should always check the calculations and end of year Return before it is submitted Software Support Telephone support is available to help users solve any questions they have with the functionality of PAYE2000 on the following numbers 01483 429078 Andrew Bolton 01453 761956 Rebecca Benneyworth FCA The Supplier undertakes to respond to messages left on voicemail within eight hours of the call being lodged between the hours of 9 00 am to 4 00 pm Monday to Friday The Supplier will endeavour to respond quickly to any call Any special circumstances which prevent this response time being met at any time will be reported on voicemail The Supplier will provide support for the installation for approximately one hour to assist the customer in using PAYE2000 for no extra charge Any additional training time will be charged at 100 an hour by agreement in
10. 26 27 P Empl t IN nt for peri 28 Accounts office reference Tepore EImpover a Select the start tax month for a past nil EPS Payment Summary 23 EPS e 30 HMRC office name mans 31 Select the end tax month for a past nil EPS 32 Address Smm 33 x 34 LOOKING FORWARD Period of inactivity 35 Select the next tax month for a future nil EPS 36 a 37 38 Telephone Mess here to record in _ Selectthe end tax month for a future nil EPS M h Employers Employees Control panel What is paid Paysip p11 p32 P60 mma plld plid b P35page1 P35psge2 p ING Ready 7 a Prepare the P32 b Go to the P32 to review c Go back to the employer scfeen d Prepare P60 for all employees you get an option to print the P60s e Prepare EOY Summary this summarises the payroll totals on the P35 f Go to the P35 to review especially page 3 where you can add any extra recoveries and page 4 where you must tick the appropriate boxes g Go back to the empl yer screen h Tick the box for Final EPS i Prepare the Emplgyer Payment Summary EPS you must select No for Live and you must coffirm that you want to submit the EPS after preparation j Select the Press here to record in the database button 29 Interim EPS You can submit an interim EPS if you wish to set off the recovery of statutory payments against your regular tax and NI liability You need to p
11. You can select a different pattern of Qualifying days the default is Monday to Friday C3 d z PAYE2014 v05 Compatibility Mode Microsoft Excel ca Home Insert Pagelayout Formulas Data Review View Developer Acrobat 9e x ay X C3 Show Hide Comment f Si Protect and Share Workbook Y a CL a Cd t3 3 Z gt Show All Comments ES 9 l allow Users to Edit Ranges Spelling Research Thesaurus Translate New Delete Previous Next Unprotect Protect Share Comment gt show ink Sheet Workbook Workbook 1 Track Changes Proofing Comments Changes Al MO fe Payroll for the tax year amp taxyear F B G D E F G H 1 J K L M N v P a 40 Information brought forward 41 A First day of PIW Waiting 1 42 B Date SSP1 change over form issued days in PIW 2 43 C Last day of PIW with you 3 44 Weeks notified on SSP1L 45 Linking letter 46 47 Periods of Incapacity for Work PIW 48 49 Sicknesses PIW Tick ifnot Avge weekly Pattern of Qualifying Days if different from Monday to Friday or the standard above Calculated 50 Start date End date Stat date End date entitled including 1B Sun Mon Tue ex u Fri Sat Average Earnings 51 52 53 54 55 56 57 58 59 60 61 62 63 Please ente
12. and can be printed out The changes are not applied automatically it is up to the user to review and make any changes to employees records 32 Earlier Year Updates An Earlier year update is a correction to previously submitted FPS in the tax year after the year of the original submission It is incremental not absolute in other words it is the change positive or negative typically in the pay or tax deducted You need to enter the incremental change on the appropriate employee s P60 deleting any other information and save the employee to the database In addition you need to mark the employee record This should be repeated for all employees who need an update PAYE2015v02 Compatibility Mode Microsoft Excel Home Inset PageWayout Formulas Data Revi iew Developer Acrobat ew Vi s lt 5 Define Name i Trace Precedents Show Formulas 3 266686066 4 ma GS E aee P Use in Formula Sl Trace Dependents Y Error Checking Insert AutoSum Recently Financial ical Text Date amp Lookup amp Math More Name Watch Calculation 73 Calculate Sheet Function a Time Reference amp Trig Functions Manager EE Create from Selection Remove Arrows amp Evaluate Formula window Options ES FunNion Library Defined Names Formula Auditing Calculation V Payroll for the tax year amp taxyear H l J K L M N o P 120 Tick this box to include in P38A processing
13. its employees then all employees will be included in the NEST calculation unless you mark on the employee screen to exclude an employee The Control panel option prepare payslips and payroll summary report will automatically prepare a file of contributions which you can submit to NEST The payroll calculates the NEST contributions using the standard percentages for employer and employee contributions The employee contributions can be net or gross of the basic rate of tax We do not apportion contributions in the first pay period you should choose an enrolment date at the start of a pay period 35
14. soo LI za o1 1 aS a 1 o gd so C gp J lj o t an m F zat m n nnl EE WERE TY ERU M 4 gt Employees Control panel_ What is paid Payslip pil p32 P60 Paysummary plld plid b P35 page 1 P35page2 P35page3 P35 Ready j You must enter the starting month number usually 1 and the basic salary for each period Once you have entered the salary you do not have to enter another unless it changes The month 1 salary is used for each subsequent month If the salary changes say in month 6 enter 6 and the new salary underneath the month 1 figures The extra boxes to the right are for employee and employer pension contributions The on strike tick box is used to restrict tax refunds while on strike Alternatively you can enter the number of hours and a rate per hour the calculated salary will show in the Salary column These details will also show on the payslip 14 Lower down the screen you find the adjustments screen Op zi PAYE2015v02 Compatibility Mode Microsoft Excel Home Inset Pagelayout Formulas Data Review View Developer Acrobat EE 266606068 JS Soi Ba SP Use in Formula nts Error C ection ror Checking f AutoSum e Financial Logical Text Date amp Lookup amp Math More Watch am Calculate Sheet Function Time Reference amp Trig gt Functions Manger WC reate Evaluate Formula window Option a Function Library Defined Nam Formula Auditing Calculation
15. tax code 92 Week or month number from P45 part 1 LL week t month 1 Check P45 data 93 Please enter period 94 Total pay to date from P45 part 1 95 Please enter pay to date Calculated tax 96 Total tax to date from P45 part 1 a E 97 Please enter tax to date 98 Previous employer HMRC office and rgference 99 Required for P45 part 3 gnd P46Pen 100 Previous employer leaving date 101 Required for P45 par 3 and P46Pen 102 Tick here if no pay until the nex 5 April 103 104 Job title optional for P45 _ __ 105 106 or from P46 Tax code used for P46 f B Ci 107 108 P46Pen Annual Pension amougt z 731 T9 M Employees Control 4 What is paid Paysip pll p32 P60 Paysummary plld plid b P35 page t P35page2 P35page3 Ready 7 New employees will either bring a leaving statement with details of earnings or will sign a P46 Enter the appropriate information for the employee or lower down the P46 information 18 NOTE The P45s can be printed on plain A4 stationery following HMRC guidelines the P45 acts as a leaving statement which the employee can show the new employer RTI Users Joining and leaving information is now captured with the start and end dates and included in the first payment details for joiners or the last for leavers Please remember to add the appropriate joining or leaving dates before you run the payroll You can t submit a P45 or P46 However you wi
16. writing with the Customer The support will not provide technical tax or payroll advice Enquiries about these subjects should be directed to HMRC Copyright This document represents a limited licence granted to the Customer by the Supplier PAYE2000 may not be reproduced in any way lent or sub let to any other third party without the express permission of the Supplier What is PAYE2000 PAYE2000 O Quality Management Software Ltd is an Excel spreadsheet that is designed to assist employers and practitioners with payroll and completing end of year Returns It allows the user to quickly and simply complete information on screen as they would on paper It performs the calculation of tax and National Insurance following HMRC s guidelines PAYE2000 includes a database which allows you to keep track of employer and employee information from year to year and to store payroll data and each year s return The database also allows you to monitor the submission of returns to the Revenue Please note the demonstration version includes a built in database which allows one employer and one employee there is no separate database file Before installing PAYE2000 PAYE2000 has a database and you must ensure the appropriate Excel options are installed in order to use it The Setup program in earlier versions of Excel or Microsoft Office includes these options From Office 2000 onwards the options are automatically included You may need your origin
17. you choose another directory Update your master Spreadsheet with the name of the directory see below Changing the master spreadsheet You only need to change the master spreadsheet if you are planning to use the database and have copied the database to a directory other than the CA directory You should move to the right of the introductory screen and see a display similar to the following PAYE2015v01 Compatibility Mode Microsoft Excel Home Inset Pagelayout Formulas Data Review View Developer Acrobat 9 x 24 A cut Anal Fe ros eel ee Hd p Dee 5 FSS E Autosum z zx p Wrap Text General 3 A ES E nu AT n d Copy F 3 E ri gen Z d Paste r ADA EE GM z 48 8 Conditional Format Cell Insert Delete Format Sort amp Find amp J Format Painter aso ES IET FSS re EE Merge amp Center 88 28 Formatting as Table Styles X lt 2 Clear Filter Select Clipboard g Font ic Alignment n Number in Styles Cells Editing Al Hc fe Payroll for the tax year amp taxyear k I B c D E a G H l J K Ls M N o P Q R S E Payroll for the tax year 2014 15 2 3 4 Please select an option to go to the screen 5 Employer screen Database jc 8 Internet c My Documents 9 Employee screen 10 Transfer folder ic agywin 11 Control 12 Transfer file in 13 t P11 Transfer
18. 03 2015 to 31 03 2015 11 03 2014 Department Employee Works Staff no Gross fortaxPension ee Pensioner NIC ee NIC er NIC total Tax Statutory Studloan DEO s NetPay RTIHas Michelle Mary Maternity Maternity1 5 000 00 0 00 0 00 369 34 598 51 967 85 2 000 00 690 90 323 00 0 00 2 307 66 YQ 2 Sandra Jane O NatIns 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 QJ x Robin Re Start Robin 2 2 500 00 0 00 0 00 192 17 184 86 377 03 433 00 0 00 0 00 0 00 1 874 83 URE E Linda Startmonth Twelve 12345678 50 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 50 00 7 9 Jimmy Tax Testing JK 45 3 1 500 00 0 00 0 00 100 44 115 51 215 95 300 00 0 00 0 00 0 00 1 099 56 2JT x Grand Total 9 050 00 0 00 0 00 661 95 898 88 1 560 83 2 733 00 690 90 323 00 0 00 5 332 05 M4 Ready The report shows department subtotals if appropriate 21 Sundry notes and details You can access other sections of the payroll from the buttons on employee screen The following describes information on the various screens Different pay periods If different employees have different pay periods e g weekly and monthly and work for the same employer you will need to work out pay for each employee in turn not all together This will prepare the P11 please remember to save the employee information to the database Return to the employer screen and choose the P32 option to prepare the P32 for the employer Director previously employee appointe
19. 35 page 3 Ready j This option prepares the RTI submission for the week or month which you have selected as well as the ordinary payslips and the normal summary report for the payroll The option prompts you for the user d and password and whether you want a test or live submission If you choose test you will have to run the option again and choose live After the payroll has been prepared you have an option to submit immediately if you decide not to submit you can submit later using the submit button Notes You can t send P45s and P46s to HMRC You must include the starter and leaving dates in the employee screen before you run the payroll the RTI submission automatically includes the necessary information Re joiners who have left earlier in the tax year an annoying problem at HMRC if you have a re joiner you must provide a new Works Staff number even if artificial HMRC need this to distinguish two separate periods of employment Irregular or infrequent payments please use the tick box on the employee screen if HMRC does not receive any pay record for 13 weeks they will close their record without the irregular flag a subsequent submission will create a second pay record for the same person and may cause complications at the year end 28 The end of the tax year and RTI These steps must be repeated for each employer After you have run the last payroll and submitted the FPS in the tax year 2014 15 plea
20. EXISTING EMPLOYERS WHO HAVE NOT BEEN PART OF RTI HMRC will inform the employer it has started RTI this is not necessarily at the start of the tax ear Go to the employer screen and move S down to see the following PAYE2014 v04 Compatibility Mode Mic Home Inset Page Layout Formulas Data Review View Developer Acrobat ox A H e V FomulaBar Q E split 1 View Side by Side I I amp cal A BE Gridlines V Headings La Hide hronous Scrolling oH anj 2 r ge PageBreak Custom Full A i Zoom 100 Zoomto ge Freeze i Save Switch Macros ut Preview Views Screen Selection Wide all P Jw as t M t Workspace Windows Workbook Views _ Show Hide Zoom Window Macros P89 fl A B c D E F G H J K L M N o MEN o R S 68 69 70 71 72 73 74 75 76 77 Cessation Date EA 78 79 Tick if the employer makes NEST contributions 80 81 Tick if the employee contributions are paid net of tax 82 83 Electronic Payments 84 Visit the HMRC website for details 85 about making electronic payments www hmrc gov uk howtopay 86 87 Start date for RTI answers P6 tax codes P9 tax codes NINO results General notices m Tex codes NINO Results and notices CI Sort Code of Originators bank 1 Please tick when the employer has joined RTI Pregare Employer Alignment v These processes must be used at the start of RTI the second
21. P60 Earnings Orders 22 Date of birth DOB required for RTI DOB requ d if no NINO 23 W mele Go to P35 PD 24 Gender Required if no NINO F temae 25 Transfer data to P60 for z National Insurance Number CO jener NINO ien pocta 28 Works Staff Number LLL menthchd 29 E Prepare NINO 30 Department x optional used for payroll analysis _ Verification Request 31 NVR 32 Fmnlovment start 7 1 m M Employers Employees Control panel Whatispaid Paysip pil 560 Paysummary pild plid b P35 page P35 page2 P35 pj Ready T Select this option to submit a request Note you only receive acknowledgment of the submission you do not receive the actual response At some later time still to be confirmed by HMRC you must run a separate option to obtain the responses see the next page 31 Please move to employer screen and scroll down to see PAYE2015v02 Compatibility Mode Microsoft Excel E oe z G Home Inset Pagelayout Formulas Data Review View Developer Acrobat 9 x f gt ea ie fl e a jo e A3 Define Name e Trace Precedents Show Formulas El B calculate Now J Use in Formula l Trace Dependents Y Error Checking Insert AutoSum Recent Financial Logical Tex Date amp Lookup amp Math More Name Watch Calculation 7 Calculate Sheet Function Time Reference amp Trig Functions Manager BE Create from Selection Remove Arrow
22. P60 data in i 16 17 P60 Payelink cAMy Documents 18 19 m inm Calc irmark 21 Internet use 22 User ID 23 Transfer file out 24 Password 25 26 This is the testing flag 27 If ticked you can only have one employer 28 and one employee 29 Please contact the supplier for the 30 full version 31 a2 anuria ht Quality Mananamant Software ltd 2014 _ M M Submission Startup Employers Employees Control panel_ What is paid Payslip p11 p32 P60 Paysummary plid piid b P35 page 1 Mi m mesa 3 esa aa a y e Enter the following information e the location of the database in cell H6 e HMRC user id and password for submitting in year movements and the end of year return by the internet you can change them when you prepare the submissions Remember to save the spreadsheet with File and Save Starting PAYE2015 Open Microsoft Excel select File Open and choose PAYE2015 from the spreadsheets available Using the database The database contains two main sections the employer and employee information Move to the employer screen and see the display The buttons allow you to retrieve save and delete employers from the database Similarly the employee screen has buttons which allow you to retrieve save and delete employees from the database Any information which is employee related such as P60s is saved with the employee options Information which is employer related such as an RTI s
23. PLEASE SEE THE REAL TIME INFORMATION RTI SECTION NEAR THE END OF THE MANUAL Payroll and End of Year Processing PAYE2000 2014 15 User Manual and Customer Agreement We accept the terms and conditions set out in this document Signed Dated Capacity in which signed Crown copyright forms are reproduced with the permission of the Controller of Her Majesty s Stationery Office Table of Contents Cimited EICeHee Gunsten dde asses A RR E VII CUL SEE EAS 3 Whatds PAY E2000 ruin ue rx e rete E Rx RUE Ra prp aaa ein Ra O n ER ARI 4 Getting started otis see ceci itae sauna aah EAR nes cuss cu ads ved EENIA 6 Changing the master spreadsheet ssssseeseeeeeeeeee enm n nnn 7 Starting PAVE 2009 s incra ortus etse evectus EELEE araa EENAA 8 Opening the Payroll sossun ista Gace eva Menta ra aei stupet e tps S eb Er LE 10 Day to day payroll ics eiit ve erc er aer n XR ERR SUCRE XEM e EX NE eae 14 Sufdrscnotesamgdebulg ioi eris paso xe potra eaa eias eost ccvra A EEANN 22 Real Time Information RTI ssssssseeeeeeeee eem nehme ee een nnn nnn 26 Parlier Year Updates seis eee beptat med eir unb um cuui osa e NE 33 PIID Process it So dono hdd tiet sas ues sss SEV E E ora canc bacs rei LEE 34 Automatic enrolment and NEST sssssseseeeeeee mmn eene 35 Limited Licence The Licence hereby granted to the Customer by Quality Management Software Ltd the Supplier shall take effect in respect of the Payroll
24. Taxon notional payments not borne by employee within 90 days of receipt of each notional payment 2 21 22 Vouchers and credit cards Amount made good or 23 Gross amount from which tax deducted Cash equivalent 24 Value of vouchers and payments made using credit cards 12 0 00 25 26 27 Living accommodation Cash equivalent 28 Cash equivalent of accommodation provided for employee or his her family or household 14 1A Go to Working Sheet 1 29 30 3 Mileage allowance and passenger payments Taxable amount 31 Amount of car and mileage allowances paid to employee for business travel 0 00 Go to Workina Sheet 6 M 4 gt H Employers Employees Control panel What is paid Paysip pll p32 P60 Paysummary plid Ready Ej b P35 page 1 P35page2 P35 pl You can scroll down the screen to access the various HMRC working sheets Standard values such as mileage allowances are uilt in to the P11D The screen follows the Revenue s numbering and naming conventions and it is designed to capture information which will be submfted electronically It is not an approved printed substitute The buttons marked Working Sheets take you to supporting schedules the totals of the schedules are copied back to the appropriate boxes on the main P11D schedule Please remember to save the employee to the database once you have entered the P11D details Once you have added the necessary P11D information for each employee plea
25. al Office CD or disks Run Setup and choose the Add Remove option Confirm that you have installed the options which allow Excel to use a database These are referred to as Office 97 Data Access Please select all the sub options by selecting the all option or ticking the boxes with the mouse If you have any doubt please contact QMS for advice Getting started What do you need to run PAYE2000 To run PAYE2000 on your PC you should have A Pentium with a minimum of 32 Mb of RAM preferably 64 Mb Windows A copy of Microsoft Excel 97 or above A knowledge and understanding of payrolls and the end of year Return The Revenue has approved printouts from a HP LaserJet printer Installing PAYE2000 The PAYE2000 spreadsheet should be copied into any suitable folder Insert the PAYE2015 Spreadsheet CD into your CD drive Select the My Computer icon on your desktop Select the CD drive Select the file PAYE2015 xls Select Edit Copy Find and Select the suitable folder Select Edit Paste this action should cause the PAYE2015 spreadsheet to be copied from the installation CD to your PC Installing the database Warning Do not install a fresh empty database if you are bringing forward information from last year Insert the PAYE2000 disk into your a drive Copy the file PAYEDATA from the CD to the C drive in a similar manner to that used for the PAYE2015 spreadsheet You can choose the C directory if
26. ancial Logical Text Date amp Lookup amp Math More Name Watch Calculation 7 Calculate Sheet Function Used Time Reference gt amp Trig Functions Manager B Create from Selection Remove Arrows Evaluate Formula window Options l Function Library Defined Names Formula Auditing j Calculation 7 Cel B Cc D r3 F G H K L Variable Rate not used in 2014 15 l J 84 Please enter the details if new this year Go to P45 85 86 Tick here if new employee 100 101 102 103 104 105 106 107 108 109 M Employees Control Whatispaid Paysip pll p32 P60 Paysummary plid plld b P35pagel P35 page 2 P35 page 3 Home Inset Pagelayout Formulas Data Review View Developer Acrobat m a B Ls fa e a KC A Define Name Sie Trace Precedents W Show Formulas P Use in Formula Trace Dependents Y Error Checking I Calculate Now Sd 2C d nds d a cic crc p ccn eee ecl n Function Library Defined Names Formula Auditing Calculation Qt B c D E F G H J K L Variable Rate not used in 2014 15 84 Please enter the details if new this year Go to P45 85 86 Tick here if new employee iv 87 Start End 88 First month in this employment 89 90 From P45 Tax code from P45 part 1 91 for starter Please enter
27. d during the year HMRC recommends that a new P11 be started The old P11 will have a leaving date the new P11 will have details of earnings in the previous job i e prior to becoming a director You will need to distinguish the name of the employee e g by adding Director to the name You will prepare two P60s at the end of the year The first will show the tax earnings and NI prior to becoming a director The second will show the cumulative tax and earnings and also show the director s NI Director ceasing to be a director during the year but continuing as a paid employee HMRC recommends that a new P11 be started The situation is the reverse of the above Holiday pay We calculate holiday pay following HMRC s examples for weekly paid employees In particular we use Method B for calculating NICs this uses the whole sum based on the number of weeks it represents We follow the suggested option number 1 apply the 3 weekly lower and upper earnings limits and earnings threshold to the total payment and round the resulting NICs figures to the nearest penny rounding down exact amounts of lap in the normal way Note that the revised earnings threshold for NIC must be obtained from the annual value and is not just a simple multiple of the weekly value The lower and upper earnings limits are multiples of the weekly values 22 Statutory pay SMP SAP SPP The amount of statutory pay depends on average earnings prior to the perio
28. d of statutory payment The payroll software calculates the average based on the payroll history using the previous 8 weeks employment record There may be situations where the average cannot be calculated for example where there is an incomplete history or some of the payments were in an earlier year Remember that average earnings can affect the amount of SMP in the first 6 and subsequent weeks You may need to calculate average pay separately and enter the average figure on the appropriate screen SMP SAP SPP If you are backdating a pay rise which affects the calculation of average earnings don t forget to re calculate the average This does not overwrite SMP which has already been paid However SMP still to be paid and recovered will be increased to take account of any past underpayment Employer s departments You have the option to specify departments Please add a department to the list on the employer s screen When you add an employee you can select a department The payroll will be summarised by department enabling you to prepare the appropriate account entries for book keeping purposes If you don t use departments the payroll report will show an overall total Pension contributions The payroll allows you to make straightforward pension contributions either as a lump sum or on a percentage basis These can be ticked as tax deductible or not More complicated scenarios such as when an employee makes standard contributions to a
29. de Mi a Home Inset Pagelayout Formulas Data Review View Developer Acrobat eQ ox gt s gt i E ag F f lege a ie fa e a oO A Define Name i Trace Precedents I Show Formulas E3 B catcutate Now P Use in Formula C Trace Dependents Y Error Checking Insert AutoSum Recently Financial Logical Text Date amp Lookup amp Math More me Watch Calculation 7 Calculate Sheet Function U Time Reference amp Trig Functions Manager E Create from Selection J Remove Arrows amp Evaluate Formula Window Options a l Function Library Defined Names Formula Auditing Calculation Al fe Payroll for the tax year amp taxyear IEEE C D E F G H 1 J K L M N o P 2 3 Employer Please enter the name here Employer screen Go to Warnings 4 5 Please use this screen for employees 6 7 Open employee Save employee to Remove employee Retrieve employee Print employee Remove employee from 8 from database database details from screens from last year information database 9 10 Name and address of employee Select the button to move to 11 Title Go to What is paid Go to SSP Remove all old employee 12 Check forenames Forenames SSeS See 13 Check surname Surname Go to Tax codes Go to SMP database 14 Address Please enter the address here 5 Go to NIC codes Go to SPP OSPP a Check Goto Control panel Go to SPP ASPP E Coity Go to P11 Go to SAP 20 Postcode zt Go to
30. e a g Prepare P32 Prepare P11D 14 Y 15 Country Go to P32 Go to P11D b 16 Postcode Prepare Earlier Year Prepare P60 for all 18 HMRC Office amp PAYE reference I L1 employees Update 19 Please check 20 Contracted out pension scheme using P32 data p 22 24 25 For employer s use 1 Co 1 Ha Tick if final EPS 26 27 P Empl LOOKING BACK No payment for period 28 Accounts office reference pelea tay o Select the start tax month for a past nil EPS HMRC offi r 1 cS l 3 office name z x i e h Submission Startup Employers Employees Control panel What is paid Paysip p11 p32 P60 Paysummary plld pild b P35pagel W 4 Ready ast to Please remember to select the Remove details button before setting up a new employer You must complete and save at a minimum the following Name Address HMRC office 3 digits PAYE reference Accounts office reference for RTI For the payroll e Whether employees are paid monthly or weekly or any other frequency e if weekly the first pay day of the tax year usually the first Friday e if monthly the start day of each month usually 1 e Lower down confirmation that the employer is part of RTI Data can also be provided for the HMRC office eligibility for small employer s relief entitlement to the employer s allowance 2 000 and departments within the employer Please selec
31. e Remove employee from from database database details from screens from last year information database 10 Name and address of employee Select the button to move to 11 Title Go to What is paid Go to SSP Remove all old employee 12 Check forenames Forenames data 2 years ago from 13 Check sumame Sumame Go to Tax codes Go to SMP database 14 Address Please enter the address here 2 Go to NIC codes Go to SPP OSPP z Check Goto Control panel Go to SPP ASPP 19 Country Goto P11 Go to SAP 20 Postcode E Go to P60 Earnings Orders 22 Date of bith DOB required for RTI DOB requ d if no NINO 23 M male Go to P35 PD 24 Gender Required if no NIN F female 25 Transfe to Pl National Insurance Number Center NINO seed pedem hs 28 Works Staff Number LLL menth cd 29 Prepare NINO 30 Department v optional used for payroll analysis Verfication Request M M Submission Startup Employers Employees Control panel_ What is paid Paysip p11 a VOS Paysummary plid plid b P35 page 1 Ready Z Please remember to select the Remove details button before setting up a new employee You must complete and save at a minimum the following e Forename e Surname e Address e Date of birth e Gender And or e National Insurance number We advise you to include the NINO the RTI process needs it For the payroll e Starting period usually 1 and the tax code e Starting period usually 1 and the NIC table letter
32. ll need to record a joiner s pay and tax information to date in order to continue calculating tax correctly You will also need to prepare a leaving statement for leavers HMRC has told us the P45 acts as a leaving statement 19 The Control Panel Selects the Control Panel button on the employee screen leads to PAYE2015v02 Compatibility Mode Microsoft Excel Home Insert Pagelayout Formulas Data Review View Developer Acrobat 7 x x T B f S a a fal e re A KC 5 AC Define Name Si Trace Precedents 484 Show Formulas is calculate Now P Use in Formula l Trace Dependents Y Error Checking OF E Insert AutoSum Rectnt Financial Logical Text Date amp lookup amp Math More Name Watch calcio CJ Calculate Sheet Funcdion E Time Reference amp Trig Functions Manager EE Create from Selection 7 Remove Arrows Evaluate Formula window Option Function Library Defined Names Formula Auditing Calculation M _ fa Payroll for the tax year amp taxyear 3 ES i m Y A B c D E E G H 1 J K L M N o B Q R Payroll for the tax year 2014 15 Kul Employer Please enter the name here Please use this screen to control payroll processing Go to Warnings Back to employee screen Name and address of employee Title Go to What is paid 9 Forenames 10 Surname 12 Which month do you want to work out pay 13 Start End 14 7 0104 2014 30 04 2014 15
33. mation is not sent to the Revenue as part of the P11D process Please choose the P11D button on the employee screen to go to PAYE2015v02 Compatibility Mode Microsoft Excel Home Inset Pagelayout Formulas Data Review View Developer Acrobat o x E T E 1 f gt a a fl e a l i 3 AC Define Name Sis Trace Precedents 484 Show Formulas eS f B catcutate Now f Use in Formula Li Trace Dependents Error Checking OE Insert AutoSum Recently Financial Logical Text Date amp Lookup amp Math More Name Watch Calculation 7 Calculate Sheet Pidan Used z 5 Time Reference amp Trig Functions Manager E amp Create from Selection Remove Arrows amp Evaluate Formula window Options Function Library Defined Names Formula Auditing Calculation Al l fe P11D Expenses and benefits amp taxyear A B C D E F G H l J K N o P El P11D Expenses and benefits 2014 15 3 Employer Please enter the name here 4 5 PAYE Ref Ga a Eney Kae 6 7 Name and address of employee Save employee to z in database 9 Forenames 10 Surname 11 12 DAssets transferred cars property goods or other assets 13 Amount made good or 14 Description of asset CostiMarket value from which tax deducted Cash equivalent 15 0 00 KT 16 17 Ell Payments made on behalf of employee 18 Description of payment 19 20
34. may be option Start of RTI only 93 94 Please tick to include RTI Cross reference hash for BAC 95 Prepare first FPS for early leavers Start of R only 96 Cut off date for the first FPS 97 Only used for the start of RTI and is used to select em 98 the start of the tax year and the cut off date ner Employers Submission Employees Ready es who have left between S page 1 P35 p P35 page 3 P35pagg P35 continuation 1 Contfol panel What is paid Pay a mad sug You need to tick the joining box and fut a cut off date 6 April or perhaps the 1 of the month of starting RTI You wy also need the Accounts Office reference higher up the screen if you have not alr ady entered it Remember to save the changes in the database There are two steps the Employer Alignment Summary EAS and optionally the first FPS HMRC may have provided other guidance but this is the best and unambiguous way with our payroll software of starting RTI Please select the EAS button this prepares and sends fletails of all employees on the payroll to HMRC You may need to also send the first FPS this sends details of all 26 employees who have left between the start of the tax year and the cut off date obviously if the cut off date is the same as the start of the tax year there will be no one to send and so the process is redundant 27 Day to day RTI processing Y
35. ne Name i dents 4 Show Formulas EJ E B cateutate Now JP Use in Formula nts Y Error Checking 2 Insert AutoSum Recently Financial Logical Text Date amp Lookup amp Math More Name Watch Calculation 7 Calculate Sheet Function Used Time Reference amp Trig Functions Manager E Create from Selection rows amp Evaluate Formula Window Options Function Library Defined Names Formula Auditing Calculation Al bal fe Payroll for the tax year amp taxyear B G D E F G H 1 K L M N o P Q Payroll for the tax year 2014 15 Employer Please enter the name here Please use this screen for employee s wages and salary details Back to employee screen Work out net to gross Name and address of employee Title Ne Forenames Gross Surname 2 d 4 5 6 7 8 9 10 11 12 What is paid to employee 13 14 Note the same salary 15 continues until you enter 16 a new week month 7 number and amount 18 19 Salary rate or Salary per month 20 Employers 2 22 ofhours hour p month no deduction tax deductible as a as amount deduction strike 2 l1 L 1 A so C J soo LI 2 1 L 1 A so C p p soo 2 A so C p p so C 26 1 L 1 1 T so C p A soo L E L 1e 1 1 so C p soo 23 5 po so C w
36. nth 1 44 45 46 47 48 49 50 51 52 Most recently used information after you have run a pay period 56 Tick if Week 1 Month 1 57 58 Please enter the NIC table letters Employee screen 59 60 Starting at NI Contribution 61 month number Table Letter APP 1 2 3 4 5 6 62 63 64 65 66 67 Hours worked for RTI m Hg CEEC Employees Control panel_ What is paid Paysip p11 p32 P60 Paysummery plid plid b P35 page 1 P35page2 P35page3 P35 ready fe C Enter the starting month usually 1 and the NIC code The What is paid convention is followed once you have entered a code it is used for the starting month and all subsequent months unless you enter a new month and code underneath the first month Directors Information about directors is included lower down this affects the calculation of NIC New members of staff Information about the previous employment of new members of staff is included below you can check the P45 data or leaving notice for tax already deducted in a previous employment 17 Joiners Move down the employee screen to see Home Inset Page Layout Formulas Data Review View Developer Acrobat 7 x leg a B fa e a KC A Define Name E Trace Precedents Uj Show Formulas 3 B catcuiate Now P Use in Formula Trace Dependents Y Error Checking be l Antosum Recently Fin
37. ou must use the control panel option to prepare the payroll and the RTI submission PAYE2014 05 Compatibility Mode Microsoft Excel Developer Acrobat ox 8 28 H ee mere toes Unprotect Protect Share Sheet Workbook Workbook ip Track henge Changes a LT RR ta iini Back to employee screen Home Insert Page Layout Formulas Data Review View 4 4 maman l L2 d 47 Show All Comments pel Research Thesaurus Translate Delete Previous Next aen Proofing Comments D 7 Payroll for the tax year amp taxyear Please use this screen to control payroll processing Go to Warnings 1 2 3 4 5 6 7 Name and address of employee 8 Title Go to What is paid 9 Forenames 10 Surname 11 12 Which month do you want to work out pay 16 Please select an option Work out pay for this perfod 17 only Remove p11 data for this period only Remove all p11 data up to and including this period 18 Work out all pay up to bnd 20 including this periofl 23 Prepare payslips aggthe Please select the period for the payroll 24 payroll summary repot for all only employees with this period will be processed 25 employees mm e 26 M ET Submit Full Payment Summary FPS P3X page4 P35 continuation 1 Control panel What is paid Paysip p11 J 20 Dio M 4 M Employers Employees P35 page 1 P35 page 2 P
38. pension scheme and also makes Additional Voluntary Contributions are also possible In this case you should indicate the standard contribution next tot the salary entry box and lower down the screen include the AVC as a negative adjustment to pay with an appropriate description Both contributions may or may not be deductible for tax and both will appear on the payslip Paying Statutory Sick Pay SSP and cut off day for payments SSP is included in the appropriate weekly payslip for weekly paid employment but only up to a certain day of the week For example if someone is paid on Friday then the days of sickness will be notified typically up to and including Thursday immediately before the Friday You must enter the day of the week in this example Thursday The selected day can be the same as the pay day Any sick days not included in the first week s pay will be included in the following week s pay SSP is included in monthly payslips but only up to a certain number of days before the end of the month This can be zero or you can choose a number such as 5 days i e SSP for sickness in the last 5 days will not be included in the current month but in the next month 23 Sickness periods are entered lower down the SSP screen on the left hand side The payroll program will calculate PIWs waiting days and entitlement to sickness You may need to enter the average weekly salary if there is insufficient payroll history to calculate automatically
39. r the above if the 64 payroll history is incomplete 65 Week end Weekly This pay Daily Weeks 66 Saturday Week Sun Mon Tue Wed Thu Fri Sat Amount period rate remaining 96 06 04 2013 1 97 13 04 2013 2 98 20 04 2013 3 99 27 04 2013 4 100 04 05 2013 5 M m Controlpane What is paid Paysip pli p32 P60 P45 partiA P45part2 P45 part3 P38a Paysummary Paymaster SSP SMP SK Ready 7 24 Earnings orders You must provide the following information All orders require Start date End date if appropriate Date of issue used to prioritise different orders Date of receipt used to prioritise different orders Priority and non priority AEOs and DEOs need Initial amount Amount in previous year if appropriate The protected amount may be 0 The normal deduction 25 Real Time Information RTI RTI processing has been tested successfully during the pilot phase in FY2014 with employers There are six items starting RTI day to day processing what you have to do at the end of the tax year interim Employment Payment Summary ad hoc requests and Earlier Year Updates HMRC advises that you make sure employee information is complete accurate and up to date before RTI starts especially that you have correct dates of birth and National Insurance Numbers Starting RTI THIS OPTION IS MOST UNLIKELY TO BE USED ANYMORE IT DOES NOT APPLY TO NEW EMPLOYERS ONLY
40. repare a P32 first to summarise any statutory payments and then select the Prepare EPS button without ticking the final EPS button If you have no recoveries to make and no employee payments in any month then you should submit a NIL interim EPS return please choose the appropriate tax month and select the prepare EPS button You must do this after the 5 of the month ie after the end of the tax month this is an HMRC restriction So if there no payments in January then after 55 February you can submit a NIL return for January You can also look forward if you know you have no FPS in the following month s you can select the months for a nil interim EPS Keeping track of submissions PAYE2015 automatically keeps track of internet submissions and responses the replies to earlier submissions in the database Each time you prepare a return the employer s record in the database is updated After the end of year return is processed by HMRC please return to the employer screen and select the button to record the success in the database You can review submissions and responses by clicking the Summarise responses button on the employer screen 30 Ad hoc requests NINO Verification Request NVR You can request confirmation of an employee NINO or provide details of an employee and obtain the NINO Go to the employee screen and see the following Ca d E PAYE2015v02 Compatibility Mo
41. s Q Evaluate Formula window Options Function Library Defined Names Formula Auditing Calculation 198 f IF AND acnumer OR acnameer sortcodeer buisocer Please enter number EI B re D a F G H MEN 5 K L M N o T6 TT T8 79 80 81 Cessation Date 3 82 83 NEST or alternative auto enrolment pension scheme 84 85 Tick if the employer makes contributions 86 87 Are the employee contributions are paid net of basic rate tax 88 89 Electronic Payments 90 Visit the HMRC website for details 91 about making electronic payments www hmrc gov uk howtopay 92 P6 tax codes P9 tax codes NINO results General notices 93 Start date for RTI answers 94 Tax codes NINO Results and notices 95 97 EE Ban accountmumber 1 99 100 Sort Code of Originator s bank 1 101 102 Building Society Reference 103 104 Please tick when the employer has joined RTI 105 E Eie tick tn include RTI Cross reference hash Ifor BACS T1 Employers Employees Control panel What is p Paysummary plid plid b P35 page 1 P35 page2 P35 pl Ready a The NINO option will retrieve NINOs from previously submitted NINO verification requests or from HMRC s own notifications possibly where you have filed a Full Payment Submission with the wrong employee NINO The results are shown on the Submission screen
42. se return to the employer screen There are a number of straightforward steps to follow for end of year processing e 85 0 s PAYE2015v02 Compatibility Mode Microsoft Excel a Home Inset Page Layout Formulas Data Revi iew Developer Acrobat 9 x ew Vi f x a a fal 6 a y A Define Name E Trace Precedents U Show Formulas f B catcutate Now Use in Formula Ci Trace Dependents Error Checking F Insert AutoSum Recently Financial Logical Text Date amp Lookup amp Math More jame Watch Calculation 773 Calculate Sheet Function gt Used Time Reference amp Trig Functions Manager BE Create from Selection 7 Remove Arrows amp Evaluate Formula window Options Mig Ceicurstesnie Function Library Defined Names Formula Auditing Calculation name fe Please enter the name here k A B c MEN E F G H l J K L M N o P a R S 9 Name and address of employer Select the button for Name Please entar the name here Go to Employee screen 11 Address Please enter the address here 8 Prepare P32 Prepare P11D 14 Y 15 Country Go to P32 Go to P11D b 16 Postcode deni 17 Prepare P60 for all Prepare Earlier Year 18 HMRC Office amp PAYE reference 1 L1 employees Update 19 Please check 20 Contracted out pension scheme 22 using P32 data 23 Your reference zs Go to P35 25 For employer s use n Tick if final EPS
43. se return to the employer screen and select the Prepare P11D button to prepare and submit the return to HMRC You can review the P11D b summary and print it for your records 34 Automatic enrolment and NEST The payroll software has details which can be used as part of auto enrolment process for pensions We store information which allows you to transfer payments to NEST Each employer must register with The Pensions Regulator TPR and NEST The registration is outside the control of the payroll software As part of the registration process you will receive some information which must be added to the employer screen What you receive is a The NEST reference number used to identify the employer to NEST b The NEST payment source identifier this is usually something simple such as bank NEST has the option to collect payments from a number of sources this is unnecessary for small employers c One or more NEST group identifiers this is used to control groups of payment details typically as monthly or weekly submissions and the simple approach is to call the groups monthly or weekly for the appropriate payroll runs d The staging date from TPR e The deferred auto enrolment date from NEST TPR advise that you should make the best use of the postponement options to allow time to become familiar with auto enrolment and notify all your employees Once you have indicated on the employer screen that it is auto enrolling
44. t the Retrieve employer button to bring forward employer information from the previous tax year and select the Retrieve all employees to bring forward each employee after you have brought forward the employer This will automatically increment the latest tax code if an L code by a fixed amount for 2014 15 this is 56 11 A new employee Select the employee button on the first screen and move to the following screen e Jis EA Ge 3 PAYE2015v02 Compatibility Mode Microsoft Excel n ee m Home Insert Pagelayout Formulas Data Revi View Developer Acrobat o x a a ie fl e a P i 3 D Define Name Ee Trace Precedents Show Formulas E Ej B cateutte Now P Use in Formula Trace Dependents Y Error Checking Ui pss deb Financial Logical Text Date amp Lookup amp Math More Watch Calculation 7 Calculate Sheet meria S T Time Reference amp Trig Functions Bises E Create from Selection 37 Remove Arrows Q Evaluate Formula window Options Function Library Defined Names Formula Auditing Calculation Al G fe Payroll for the tax year amp taxyear B G D E F G H I J K L M N o P Payrcll for the tax year 2014 15 Employer Please enter the name here Employer screen Go to Warnings 2 3 4 5 Please use this screen for employees 6 if 8 9 Open employee Save employee to Remove employee Retrieve employee Print employe
45. ubmssion is saved with the employer options Working with PAYE2000 Introduction PAYE2015 is a computer system which helps employers and agent prepare payroll and end of year returns PAYE2015 is not a substitute for the knowledge and skill of a payroll practitioner it assists you with the routine tasks of data entry transcribing figures from one schedule to another and calculating tax and national insurance What can it do PAYE2015 allows you to enter all the necessary information for an employer s payroll it automatically calculates the tax and national insurance liability and allows you to print payslips reports P11 P32 and P60s It also prepares an employer s RTI submissions for filing online PAYE2015 uses HMRC specifications for calculating tax and national insurance As part of the accreditation process the calculations are checked and agreed to the nearest penny If you enter all sources of income correctly then the tax and national insurance will be correct Real Time Information We have developed the software to prepare Real Time Information RTI for HMRC and gained recognition for the tax year 2014 15 Opening the Payroll A new Employer After opening Excel select File then Open and choose the PAYE2015 spreadsheet This is the first screen you will see Figure 2 PAYE2015v01 Compatibility Mode Microsoft Excel
46. y The buttons take you to the appropriate screens and buttons on these screens will guide you through the other options 10 Select the employer button and move to the following screen E E z PAYE2015v01 Compatibility Mode Microsoft Excel ayy Home Insert Page Layout Formulas Data Review View Developer Acrobat 9 ox mj Fweptert General E dh Eg E ai EE d d FFn ep Cut Arial jis ina Past Nm CRT V Ed sg 99 Conditional Format Cell Insert Delete Format Sort amp Find amp aste lg O A z c M a E onditional Format el insert Delete For oi in f Format Painter cE al Ba Sa mj SF Eid Merge amp Center B9 tev t i Formatting as Table Styles gt Q2 Clear Filter Select Clipboard g Font i Alignment g Number g Styles Cells Editing Al fe Payroll for the tax year amp taxyear B c D E E G H 1 J K L M N o P Q R S a Payroll for the tax year 2014 15 2 3 Please use this screen for employers 4 Remove employer and Retrieve all employees 5 Open employer fro Save employer to Remove employer Print employer Retrieve employer ploy 7 6 database database empioyee dea fom from database information from last year Fone EE Dorop iah all screens in this year 8 9 Name and address of employer Select the button for 10 Name Please enter the name here Go to Employee screen 11 Address Please enter the address her
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