RTI Pro User Guide - Hartigan Software
Contents
1. This is the final submission because the scheme has ceased Date Ceased Generate FPS s for selected payrolls The Payrolls to be submitted can be selected from the list by ticking the box next to the PAYE Ref Alternatively the Select All button can be clicked to select all of the payrolls in the list Once the payrolls have been selected the FPS s should be generated viewed and submitted as normal Please note that if either of the Final Submission options are selected they will be applied to all of the selected payrolls in the list The following screen will be displayed when submitting more than one Payroll Submission to Government Gateway Report Type Full Payment Submission Mo Records 9 File Message View Receipt FPS T est 3 207 40207 005 2m Completed Successtully Thank you for your submission FPS T est 6 207 40207 0017 ml Completed Successtully Thank you for your submission FPS T est 6 201 40207 xml Completed Successfully Thank you for your submission Completed Successtully Thank you for your submission The receipt for each of the submissions can be viewed by selecting the item in the list and pressing the View Receipt button Hartigan Software 15 March 2015 NI Number Verification Request This button will create a new Excel document based on our NINO lel Ea RTI Pro By Harl Template File Payralls Full Fapment 5 yphssiscicua parlaa he rena arc MINO Yenication Re2. Date above NNN format If more than 1 document has been generated for that date For example EYU 20130329 001 is the second EYU Excel document created on 29 March 2013 Open Template E Microsoft Excel EYU 20140424 001 xls E i Edit View Insert Format Tools Data Window Help Adobe PDF Type a question for help Click on the Excel spreadsheet displayed and enter the required data Please note that the following fields are mandatory for each employee Surname Forename or initials NI Number NINO or at least two address lines Birth date Gender Tax code Once data entry is complete either save the Excel document for later use or save the document and return to the Main Window and click Validate Data Hartigan Software 24 March 2015 Earlier Year Update Import File Click Import File the window below is displayed Look in RTI 2014 15 J fem 3 copy of FPS 2013 14 Test Data text qualifiers2 SQ FPS 2013 14 Test Data text qualifiers My Recent SQ FPS 2013 14 Test Data text qualifiers2 Documents 4 Fps 2014 15 Test Data SQ FPSPRO My Documents File name D My Network Files of type csv oreadsheet CSY Select the type of file Spreadsheet or XML from the Files of Type drop down box browse to the location of the file to be imported and press the Open button Excel Spreadsheet File Type If an Excel spreadsheet is imported the
3. 156 76 478 92 1 295 88 24 00 Title Mr _Forename s Leon Surname Hughes i Payroll ID 254 Birth Date 12 12 1964 i NI Number ZX123456C Address 12 Ripon Road Bedford LU4 3WS i Gender Male Passport Number 84120474 Director s NIC AN Annual or pro rata annual Tax Week Of Appt Of Director 53 Start Date 07 04 2012 Starting Declaration C have another job or pension Payment Date 28 04 2014 Late Reason A Payment to Expat by third party Payment Frequency Irregular Month No 1 Periods Covered A gorecated Famines 1 vec Confirm the Full Payment Submission extract contains information for all the expected employees Once content checks have been completed close the FPS extract window Hartigan Software 1 March 2015 Full Payment Submission Submit Data Ensure you are able to connect to the internet then click Submit File on the Full Payment Submission window to connect to the HMRC site and transmit your data A transmission progress window will be displayed The time taken to transmit your data will depend on how much data you have to transmit how busy the HMRC site is and the speed of your internet connection Transmission progress window I Submission to Goverment Gateway Report Type Employer Payment Summary Sending Data to Server https secure dev gateway gov uk submission Polling Server Attempt try 1 to Poll Server httos secure dev gateway
4. Employer Details Office Number 564 Pave Ref A564 l AO Ref 123PZ12345678 Press the Print button at the bottom right hand side of the screen to print the report Recoverable Amounts SMP recovered year to date 1 00 NIC compensation on SMP year to date 2 00 OSPP recovered year to date 3 00 NIC compensation on OSPP year to date 4 00 SAP recovered year to date 5 00 NIC compensation on SAP year to date 6 00 ASPP recovered year to date 7 00 NIC compensation on ASPP year to date 8 00 CIS deductions suffered year to date 9 00 Export HML Print Close Submit Data Ensure you are able to connect to the internet then click Submit File on the Employer Payment Submission window to connect to the HMRC site and transmit your data Hartigan Software 18 March 2015 Earlier Year Update An Earlier Year Update EYU return is required for any employee whose payroll data needs to be corrected for a previous tax year An EYU must only contain the differences between the values that had previously been submitted on the last submission for the year and the correct values An EYU cannot be sent until 20 April following the end of the tax year that it is in respect of If the correction is made before this date it can be done via a Full Payment Submission RTI Pro By Hartigan Software Ses File Payrolls Returns Forms Wotifications Settings Backup Help J Employer Alignment Submission
5. Full Payment Full Payment Submission ment Summary Click here to begin the Earlier Employer Payment Summary Year Update Submission E NING verification Request Open Template Earlier Year Update j Submission History Begin the process by selecting the tax year that the earlier year update is in respect of and performing any one of the three options shown below depending on how your earlier year update information is to be generated i View Receipt Import File Earlier Year Update Related Tax Year O 20213 201314 20415 This button will launch a series of screens for the earlier year update data to be entered manually Data Entry This button will create a new Excel document based on our Earlier Year Open Template Update Template Import File This button allows you to import an existing Excel or XML document Validate Data Submit Data View Receipt Hartigan Software 19 March 2015 Earlier Year Update Data Entry Earlier Year Update Employee Details TEE denotes a required field Title C Payment to a non individual Forenames or l Initials IF forename not known Surname Gender Male Female Date Of Birth NI Number Works Number Passport Number Address UK Post code or Non UK Country Enter the employee details on the first screen Earlier Year Update Pay and Deductions Empl
6. If applicable Enter your Government for example if you are an employer who is a Gateway User ID sole proprietor or a partnership If applicable Enter your Government for example if you are a limited company If you have more Gateway Password than one COTAX reference enter the reference for the company that holds the employment contracts Hartigan Software 3 March 2015 Adding Payroll Names Add Mew Click Add New to clear currently displayed data from the window and enter new payroll details Contact Title Enter payroll manager Sumame PO contact details Enter employer name SY and address Employer Postcode YY Click Save to save the Click Delete to delete the Click Close to close the payroll data entered selected payroll Payrolls window Hartigan Software 4 March 2015 Employer Alignment Submission Click here to begin the Employer RTI Pro By Hartigan Software Alignment Submission File Payralls Forms Notifications Settings Backup Help Employer Alignment Submission Full Payment Full Payment Submission gt Proent Summary NINO Verification Request Employer Payment Summary oe Data Entry NING verification Request Open Template Earlier Year Update m submis hieer Yew Receipt Import File Hi Employer Alignment Submission This button will create a new Excel document based on our EAS Template Open Template This button allows y
7. at 16 33 on 17 02 2014 The associated IRmark was RK2UYKSWVBSFRPKCA7ZI2643JIZPUFAS We strongly recommend that you keep this receipt electronically and we advise that you also keep your submission electronically for your records They are evidence of the information that you submitted to HMRC Thank you for your submission A copy of the Full Payment Submission and the Submission Receipt will be stored in the Document Submission Folder Hartigan Software 13 March 2015 Multiple Payroll Employer Full Payment Submissions The Full Payment Submission Excel Template includes a PAYE Ref column which when enabled automates payroll selection This option has been made available to improve the submission processing of multiple payrolls employers but can also be used to automatically select the payroll when single payrolls employer submissions are made In order to utilise the PAYE Ref column on the import spreadsheet it should be populated in the format 999 XXX where 999 is the HMRC Office number and XXX is the Employer reference number In addition to this the Use PAYE Ref from import spreadsheet option should be selected on the advanced setting screen shown at the bottom of the page Settings x Payroll File Location C ProgramData4H artigan Softwares AT Pro Settings2ml Pavrolls xml C Change Document Submission Folder Location Oper C ProgramD ata Hartigan SoftwareXAT ProwlseDocs Change Backup
8. button Please note that the history will not include submissions that were made prior to installing the 2014 15 version of the software The original submission or response can be viewed by clicking on the submission in the list and pressing the View Submission or View Response button If a response was not received from the Government Gateway when the original submission took place the status of the submission will be displayed as AWAITING_RESPONSE The response can be retrieved from the Government Gateway by pressing the Request Outstanding Responses from Government Gateway button at the bottom of the screen Hartigan Software 28 March 2015 Data Provisioning Service RTI Pro By Hartigan Software mie x File Payrolls PBeturns Forms Notifications Settings Backup Help NINO Verfication Request Full Payment Submission Employer Payment Summary Data Entry Submission Open Template Open Template Import File View Receipt Import File Validate Data Validate Data Submit Data Notifications Submit Data tepli View Receipt Submission History View Receipt Clicking the Notifications button will display the following screen The Check for Messages button will connect to HMRC and update the list with the number of new messages to be retrieved mns for each category aml Check For Messages Category No Messages ATI Notices Tax Code Notices F 9 Tax Code Notices P6 F6B S
9. document is loaded and displayed behind the Main Window The document can be updated before the validation step if required XML File Type The XML file will be imported ready for validation Press the OK button once the selection has been made The data will be imported ready for validation Hartigan Software 25 March 2015 Earlier Year Update Data Validation Earlier Year Update Open Template Import File Validate Data This button will validate the data in the Excel or XML document This button will submit the data in the Excel or XML document This button will display the receipt for a successfully submitted file If more than one file is found the application will display a window showing the files found The user should click on the required file the file will be highlighted then click Ok Exceptions If the selected file contents are not in the format required by HMRC or data is missing a data exception report will be displayed confirming the issues found Review the information in the exceptions window click on the spreadsheet and add missing data or correct entries as necessary referring to the HMRC website for guidance Save the corrected document and click Validate Data to confirm the document is ready for submission If the selected document does not pass validation repeat the process above Hartigan Software 26 March 2015 Earlier Year Update Generate File If more than one file is fou
10. purposes Default Import File Type Open the back up folder Excel Spreadsheet CSi ML m ase by pressing this button Back up copies of your Payroll Data and submission files can be made by pressing the Back Up menu at the top of the main screen Click here to back up your files RTI Pro By Hartigan Software Fie Payroll Returns Forms Notifications Settings Backu Help Full Payment Submission Employer Payment Summar NINO Verification Request Data Entry Open Template Secs Open Template Create Backup Laj i _l This will create a copy of the payrolls data and submission Files in TARTI Backup RTI Submission 2014 02 07 Cancel View Receipt Press the OK button to confirm View Receipt Hartigan Software 34 March 2015 Application Settings RT Pro Gy Hartigan Software File Payrolls Returns Forms Notifications Settings Backup Help Clicking the Settings Menu will display the following screen Full Payment Submission Employer Payment Summary Settings Payroll File Location C Documents and Settings 4ll UsersApplication Data Hartigan Softwares ATI ProiSettings sml Payrolls sml of Document Submission Folder Location P Hartigan Software Backup Folder Location Tae Year for reporting purposes Default Import File Type 201415 2015 16 Excel Spreadsheet CSV XML Setting the File Locations Once the soft
11. File 2015 16 pdf or HMRC website for guidance Save the corrected document and click Validate Data to confirm the document is ready for submission lf the selected document does not pass validation repeat the process above A Validated Successfully message will be displayed after successful validation the document is now ready for submission Hartigan Software 9 March 2015 Full Payment Submission Generate File If more than one file is found the application will display a window showing the files found The user should click on the required file the file will be highlighted then click Ok The Full Payment Submission window is displayed Full Payment Submission Paral Tax year to which the submission relates This is the final submission for the tas year Scheme has ceased This is the final submission bega Click here to submit the file fiat ceased When processing the last payment for the tax year ensure the final submission box is ticked Click Generate File the following window should be displayed Generate File i 1 The FPS File was successfully generated and is now ready to view or submit Click Ok to close the FPS file creation confirmation window After successfully generating a submission file the View File and Submit File buttons are enabled Hartigan Software 10 March 2015 Full Payment Submission View File Cl
12. Folder Location Open Click here to display the Change Advanced Settings Screen Tax rear for reporting purposes Default Import File Type Sa f 201415 2015 16 f Excel Spreadsheet C COVE XML Advanced Printing Options Close Advanced Settings x Security Settings Administration password required l Submission password required Enter sender ID when required Enter sender password when required Click here to turn on the e ee Use PAYE Ref setting Generate and output BACS random string to Excel file l Use PAYE Ref from import preadshee E Ignore date format CS Import Options CSV date format y MM DD Split large submissions into smaller file sizes Are the files to be split a Number of records per file Testing Options M Submit to Test Server T Test In Live Close Hartigan Software 14 March 2015 Multiple Payroll Employer Full Payment Submissions When the import spreadsheet includes more than one different PAYE Reference the following screen is displayed when the Submit Data button is pressed from the main screen Full Payment Submission Payralls PAYE Ref Payroll Hame Humber of records Select All C 50174501 Test 1 Clear Selection Show Selected T C 503 4503 Test 3 4 C 504 4504 Test 4 C 50544505 Test 5 50644506 Test 6 4 Tax year to which the submission relates This is the final submission for the tax year Scheme has ceased
13. H Hartigag y RTI Pro User Guide 2015 16 Contents Adding Payroll Names Employer Alignment Submission Full Payment Submission Multiple Payroll Employer Full Payment Submissions NI Number Verification Request Employer Payment Summary Earlier Year Update Viewing Submission History Data Provisioning Service P60 Printing P45 Printing Data and Submission File Back Up Application Settings Advanced Application Settings Hartigan Software 1 Page Number 14 16 16 19 28 29 30 32 34 45 36 March 2015 Adding Payroll Names Click Payrolls Payroll Details to open the payroll details entry window RTI Pro By Hartigan Software Oo x File Payrdis Returns Forms Notifications Settings Backup Help Data Entry amp Submission Ensure all required information is available click Add New and enter the payroll name Weekly Pay Monthly Salaries etc and other information required Click Save to save the information entered Continue until all required Payroll s have been set up Payrolls Payroll List Add New PATE Ref Me Payroll Details Payroll Hame Test 564 Contact Tithe HMAC Office Name Eanenemes Office number Reference number Sumame Employer FAYE reference 56e o ABBA Reference Employer s contracted out number ECON E31 23456F Employer Name Self Assessment Unique Employer Address Tas Reference Corporation Tax Reference Sender Type Employer Sender ID ISVSb4 Sender Pas
14. INO verification Request Click here to view the Submission History Validate Data Data Entry amp Submission Earlier Year Update m Submission History Validate Data The following screen is displayed View Receipt Notifications Submission History Filter By Status View all submissions View successful submissions View submissions awaiting response View unsuccessful submissions Filter By Date Filter By Sender And Type View all submissions sender Test 564 O View submissions after Type all O View submissions before Document Ref All List Submission History Submission History Date Sender Type Document Ret Status 2014 07 23 12 32 24 2014 07 23 12 26 16 2014 05 17 16 10 30 2014 02 06 13 35 00 2014 01 24 10 22 17 2014 01 23 11 53 44 2014 01 17 15 24 34 2014 01 17 15 23 52 2014 01 17 15 22 19 2014 01 17 15 18 22 Test 564 Test 564 Test 564 Test 564 Test 564 Test 564 Test 564 Test 564 Test 564 Test 564 HWA E U EFS FPS FPS EU EPS EFS EFS EFS ob4 A0b4 ob4 A0b4 ob4 A0b4 ob4 A0b4 ob4 Aob4 ob4 Aob4 nb4fAob4 nb4 Aob4 nb4 Aob4 nb4 AaB Request Outstanding Responses from Government Gateway SUCCESS SUCCESS SUCCESS AWAITING RESPONSE SUCCESS SUCCESS SUCCESS SUCCESS SUCCESS SUCCESS Select the appropriate filters from the selection at the top of the screen and press the List Submission History
15. SW Import Options CSY date format OD MM Aa Split large submissions into smaller file sizes Testing Options Are the files to be split a C Submit to Test Server Humber of records per file C Test In Live Close Security Settings lf the Administrator password required option is set the application will require the password to be entered before the user can access the Settings or the Payrolls screens lf the Submission password required option is set the application will request that a password be entered before submissions are made lf the Enter sender ID when required option is set the application will request that the Government Gateway user ID be entered before submissions are made lf the Enter sender password when required option is set the application will request that the Government Gateway password be entered before submissions are made Excel Import Options The Generate and output BACS random string to Excel file option will generate the BACS random string for all records where the payee sort code and recipient sort code have been entered but the BACS random string has not It will also output the BACS random string to the Excel file If the Use PAYE Ref from import spreadsheet option is set the payroll will be automatically selected when submissions are made The PAYE Ref column must be populated on the Excel import spreadsheet in the format 999 XXX where 999 is the HMRC Office number and XXX is t
16. an be ordered online from the HMRC website via the following link htto www hmrc gov uk payerti forms updates forms publications onlineorder htm 1 x1 The type of paper to be used for printing the P45 can be selected be pressing the Printing Options button at the bottom of the Setting screen Settings Payroll File Location Open C ProgramD ata Hartigan Softwares ATI Pro Settingsxml Paprolls xml D Change Document Submission Folder Location Open C ProgramD atasH artigan SoftwareSAT Pro iserDocs fo Backup Folder Location a Tax Year for reporting purposes Default Import File Type 201415 2015 16 Excel Spreadsheet C CSW XML T Advanced Close re Select the type of paper to Printing Options be used from these options P45 Print Offset P45 Paper Print Options Vertical 10 00 lze plain paper Horizontal 4 Use pre printed P45 Laser Sheet paper FeO Print Offset If printing on pre printed P45 paper the printing coordinates might need to be updated so that they are aligned with the pre printed boxes The P45 Print Offset values will move the printing coordinates down or right by the number of millimetres entered in the text boxes In the example above the coordinates will be moved 10mm down and 5mm to the right Negative values can be entered if the coordinates need to be moved up or left Hartigan Software 32 March 2015 P45 Printing RTI Pro By Harti
17. ate fs Value of CIS deductions suffered year to date Employment Allowance Indicator IF you are eligible to claim the new annual 2 000 allowance you should Indicate es below The claim will be retained until such time as you cease to quality which you would do by selecting No O Ye No N A This indicator should only be submitted when the claim is orginally made or when the allowance is ceased You only need to enter these detals when a refund is first identified fou do not need to provide the details again unless there i a change of details provided Complete the form either by Cancel e Enter the appropriate data select the tax year enter the month end date select the relevant payroll and enter all required data values OR e Import data from an XML document Hartigan Software 17 March 2015 Employer Payment Summary Data Entry amp Submission Click Generate File the following window should be displayed Generate File _ The EPS File was successfully generated and is now ready to view or submit Click Ok to close the EPS file creation confirmation window After successfully generating a submission file the View File and Submit File buttons are enabled View File Click View File to review the submission file content RTI Employer Payment Summary This report is for the tax year 2014 15 and was generated on 12 03 2015 at 11 03
18. ation Hartigan Software 8 March 2015 Full Payment Submission Data Validation RTI Pro By Hartigan Software l Ioj x Fie Payrols Returns Forms Notifications Settings Backup Help Full Payment Submission Employer Payment Summary NINO Verfication Request Open Template Vekdate Data This button will validate the data in the Excel CSV or XML document Submit Data ee This button will submit the data in the Excel CSV or XML document This button will display the receipt for a successfully submitted file If more than one file is found the application will display a window showing the files found The user should click on the required file the file will be highlighted then click Ok Exceptions If the selected file contents are not in the format required by HMRC or data is missing a data exception report will be displayed confirming the issues found HY Full Payment Submission Exceptions ss j Message Invalid Total Tax To Date value Invalid Payment Frequency value Invalid Payment Date value One of the Week No or Month No fields must be populated Invalid Periods Covered value Invalid Hours Worked value Invalid Tax Code field Invalid Tax Deducted or Refunded value 2 2 2 2 2 2 2 2 Review the information in the exceptions window above click on the spreadsheet and add missing data or correct entries as necessary referring to the RTI FPS Import
19. ce e to notify HMRC of the bank details to which any repayment is to be sent The following window will be displayed Employer Payment Summary Payroll Period to which the submission relates 2014 15 2015 16 Tas Month End Date Month Ho C This ig the final submission for the tax year Tas ear Period of inactivity c Mo payments were made to employees or directors for a period of one or more complete tas months and there was no FPS made From date E To date a c Mo FFS will be due for future perioodis az no employees or directors will be paid in the future peradis From date l To date m D Enter the start date of the first tax month in which no payments made Enter the end date of the last tay month in which no payments made Enter the start date of the first tax month of your period of inactivity Enter the end date of the last tan month of your period of inactivity Scheme has ceased C This is the final submission because the scheme has ceased Bank account details to which any repayment is to be sent Sort Code Payment Y alues Value of SMP recovered year to date Value of NIC compensation on SMP year to date Value of SPP recovered year to date Value of NIC compensation on SPP year to date Value of S4P recovered year to date Value of NIC compensation on SAP year to date Value of 45PP SAPP recovered year to date Value of NIC compensation on ASPP SHPP pear to d
20. d in the text boxes In the example below the coordinates will be moved 10mm down and 5mm to the right Negative values can be entered if the coordinates need to be moved up or left Printing Options P45 Print Offset P45 Paper Print Options Vertical Use plain paper Horizontal Use pre printed P45 Laser Sheet paper FeO Print Offset Vertical 10 00 Horizontal 5 00 Hartigan Software 30 March 2015 P60 Printing RII Pro By Hartigan Software Click here to begin the DoR File Fayrols Returns Notifications Settings Backup aje P60 printing process Full Payment Submission Employer Payment Summary NINO Verification Request Data Entry amp Submission Open Template Open Template Import File View Receipt Import File hh Print P60 Forms This button will create a new Excel document based on our P60 printing Template Open Template This button allows you to import an Import File existing Excel document with the data for P60 printing Print PEO Forms This button will display the following screen ready to print the P60 forms The following screen is displayed when the Print P60 Forms button is pressed Print P60 Forms Paral Print PEO Forms Select the payroll from the drop down box and press the Print P60 Forms button Hartigan Software 31 March 2015 P45 Printing P45s are printed on either plain paper or using the pre printed P45 Laser Sheet 3 part stationery The c
21. ed on more than one NI Letter press the gt button on the top left of the screen to create a further NI Letter Hartigan Software 21 March 2015 Earlier Year Update Data Entry Earlier Year Update Statutory Payments Employee Lawlor Jack Works Number fs Please enter the adjustment amount for any figures that need to be updated The adjustment amount will be calculated automatically if the previously submitted and corect amounts are entered Please only enter the values for the fields that require an adjustment and leave the other fields blank Previously Submitted Amount Corect Amount Adjustment Statutory Maternity Pay SMP O Ordinary Statutory Paternity Pay OSPP YY fs Statutory Adoption Pay SAF YY O Additional Statutory Paternity Pay ASPP Enter the values of the Statutory Payment fields that require an adjustment The Adjustment amount will be automatically calculated if the Previously Submitted Amount and Correct Amount are entered Please note that the Adjustment amount is the only field that is reported on the Earlier Year Update The Previously Submitted Amount and Correct Amount are used to help calculate the Adjustment amount and are not mandatory Only enter the values of the fields that require an adjustment and leave the other fields blank Hartigan Software 22 March 2015 Earlier Year Update Data Entry Earlier Year Update Leaving Details Employee Lawlor Jack Work
22. gan Software Click here to begin the BER File Payrolls Returns Notifications Settings Backup P45 printing process Full Payment Submizsior Employer Payment Summary NINO Werfication Request Data Entry amp Submission Open Template Open Template Import File View Receipt Import File Print P45 Forms Ej This button will create a new Excel document based on our P45 printing Template Open Template This button allows you to import an existing Excel document with the data for P45 printing Import File Print F45 Forms This button will display the following screen ready to print the P45 forms Close The following screen is displayed when the Print P45 Forms button is pressed Print P45 Forms Payroll Print P45 Forms Select the payroll from the drop down box and press the Print P45 Forms button Hartigan Software 33 March 2015 Data and Submission File Back Up The location of the back up files can be changed from the Settings screen The location should ideally be a folder that is included in your own back up procedures Settings Payroll File Location Open 6 C ProgramD atasH artigan Software ATI ProwSettings ml Payralls xml E Change Document Submission Folder Location Open C ProgramData Hartigan Sotware ATI Pro lserDocs Change Backup Folder Location Select the location of the back a EEE up files by pressing this button gt Ehan 7 Tas Yea for reporting
23. gov uk poll The window above shows where a file submission request has been made and a connection to the HMRC site has been established The window below shows a rejected connection due to incorrect or otherwise invalid payroll header information having been entered when the payroll was set up Save the message and close the window Click Payrolls on the RTI Pro Main Window select the payroll giving the error and review the HMRC payroll references and sender information correct any discrepancies and Save the record Report Type Full Payment Submission No Records 1 Sending Data to Server https secure gateway gov uk submission Save Message Polling Server Fatal Eror Occured Process Complete Eror Gateway 1046 Authentication Failure The supplied user credentials failed validation for the requested service Hartigan Software 12 March 2015 Full Payment Submission Submit Data Begin the submission process again commencing with Data Validation NOTE If the failure relates to a data issue correct the data then run the validation A successful submission is shown in the window below Submission to Goverment Gateway Report Type Full Payment Submission No Records 0 Completed Successfully Thank you for your submission Submission Receipt Click View Receipt to display the HMRC receipt shown below HMRC Submission Receipt HMRC has received the HMRC PAYE RTI FPS document ref 564 A564
24. he Employer reference number if the Use PAYE Ref from import spreadsheet option is set By default the date cells on the Excel spreadsheet must be formatted as dates and will fail validation if they are formatted as text Date cells can sometimes be formatted as text if the import file is generated by separate payroll software Selecting the Ignore date format option will bypass this validation and allow the date cells to be formatted as text Hartigan Software 36 March 2015 CSV Import Options The CSV Date Format text box allows the user to specify the format of the dates in the CSV import files Split large submissions into smaller file sizes This option will split large submissions into smaller file sizes to improve submission times and reduce the risk of exceeding the Government Gateway size limit Testing Options Use these options to direct submissions to the Government Gateway Test server or to the Government Gateway Live server flagged as a test submission Hartigan Software 37 March 2015
25. ick View File to review the submission file content The report provides a list of all employees with information being submitted to HMRC XML Viewer RTI Full Payment Submission This report is for the tax year 2015 16 and was generated on 09 02 2015 at 15 29 Employer Details mi Click the column header to order Office Number 564 the report by Works No or Name Paye Ref A564 AO Ref 123P212345678 Pay Date Gross Pay Tax Deducted Employee NIC Employer NIC Std Loan Alfa 1204 2015 12 00 0 00 0 00 0 00 Leon Hughes 28 04 2015 10 000 00 3 156 76 481 14 1 298 10 Jacki McManus 10 04 2015 77 00 134 40 100 000 002 90 100 000 002 90 Who 06 04 2015 415 34 67 53 0 00 0 00 Maurice Frank Williams 28 04 2015 4 251 00 344 34 1 292 88 1 291 88 346 98 345 00 0 00 0 00 Wonka 30 04 2015 672 53 134 40 65 18 74 94 Woods 10 04 2015 Employee Count 7 7 272 85 3 493 75 99 999 256 34 100 000 084 06 Press the Print button at the bottom right hand side of the screen to print the report Clicking on an employees name in the list will display the full reporting information relating to that employee Pay Date Gross Pay Tax Deducted Employee NIC Employer NIC Std Loan 321 Alfa 12 04 2014 12 00 0 00 0 00 0 00 0 00 254 Leon Hughes 28 04 2014 10 000 00 3
26. il ERA Name Date modified Type Size E FPs 20150309 xis 09 03 2015 17 31 Microsoft Excel 97 2003 W EL E FPS 20150309 001 xls 09 03 2015 17 36 Microsoft Excel 97 2003 W aM E FPs 20150311 xis 11 03 2015 18 09 Microsoft Excel 97 2003 W Spreadsheet xl xls xla xlt xlm CSV csv Hartigan Software 7 March 2015 Full Payment Submission Employee Payroll Data Entry Import Select the type of file Spreadsheet CSV or XML from the Files of Type drop down box browse to the location of the file to be imported and press the Open button Excel Spreadsheet File Type If an Excel spreadsheet is imported the document is loaded and displayed behind the RTI Pro Main Window The document can be updated before the validation step if required XML File Type The XML file will be imported ready for validation CSV File Type If a CSV file is imported the following screen will be displayed Import CS File This screen lets you set the delimiters your data contains Delimiters Comma F Semicolon F Tab Space Other Data includes column headers Select the delimiter used in the CSV file and whether or not the data contains column headers If the data does not contain column headers the columns will need to be in the same order as the standard Full Payment Submission Excel template Press the OK button once the selection has been made The data will be imported ready for valid
27. nd the application will display a window showing the files found The user should click on the required file the file will be highlighted then click Ok The Earlier Year Submission window is displayed Earlier Year Submission Eg Related 7 ax Year Generate File Click here to submit the file Click here to generate the file Click here to view the file Click Generate File the following window should be displayed Generate File 1 1l The EYU File was successfully generated and is now ready to view or submit Click Ok to close the window After successfully generating a submission file the View File and Submit File buttons are enabled View File Click View File to review the submission file content The report provides a list of all employees with information being submitted to HMRC Confirm the EYU extract contains information for all the expected employees Once content checks have been completed close the EYU extract window Submit Data Ensure you are able to connect to the internet then click Submit File to connect to the HMRC site and transmit your data Hartigan Software 27 March 2015 Viewing Submission History Seles ET Pro By Hartigan Software File Payrolls Returns Forms Wotifications Settings Backup Help Employer Alignment Submission Full Payment Full Payment Submission ment Summary NINO Verhication Request Employer Payment Summary N
28. ou to import an existing Excel or XML document Import File This button will validate the data in Validate Data the Excel or XML document Submit Data i This button will submit the data in the Excel or XML document View Receipt This button will display the receipt for a successfully submitted file ARRAN Hartigan Software 5 March 2015 Full Payment Submission Employee Payroll Data Entry Import Start the employee payroll information entry process by performing any one of the two options shown below depending on how your company payroll information is generated and the type of information to be entered Open Template generates an Excel document containing all payroll data reporting items Import File allows the import of an existing Excel CSV or XML document RTI Pro By Hartigan Software Ol x File Payrols Returns Forms Notifications Settings Backup Help Full Payment Submission yer P Sum This button will create a new Excel document based on our FPS Import File View Reed This button allows you to import an existing Excel CSV or XML document Open Template Each time a template button is clicked an Excel document is created from the Full Template The new document is named as follows FPS This relates to the submission type being created Full Payment Submission Date Being the date the document is created YYYYMMDD format Count Document count for the Date ab
29. ove NNN format If more than 1 document has been generated for that date For example FPS 20130329 001 is the second FPS Excel document created on 29 March 2013 Hartigan Software 6 March 2015 Full Payment Submission Employee Payroll Data Entry Import Open Template Ki I C ls FPS 20150309 xls Compatibility Mode Microsoft Excel of 8 Home Insert Page Layout Formulas Data Review View Team a o P X d a EER a B amp Cut Arial ho A a E V E Wrap Text General Ep 7 Bad cum Er E Z Masan id Ea 3A Copy 7 E fa Fin Pomii BZU l9 Ay EES EF Merge amp Center GB 8 9 Conditional Format Good Neutral Insert Delete Format _ Sort amp Find amp GP Format Painter a SME a F tF Hid Mero 3 00 Formatting as Table id Clear Filter Select Clipboard a Font E1 Alignment 5 Number p Styles Cells Editing lB oono wna Click on the Excel spreadsheet displayed and enter the required payroll data The RTI FPS Import File 2015 16 pdf is provided as an additional guide to data entry requirements Once payroll data entry is complete either save the Excel document for later use or save the document and return to the Main Window and click Validate Data Import File Click Import File the window below is displayed Gur le RTI Pro 2015 16 UserDocs FPS X K search FPs 5 Organize New folder a f
30. oyee Lawlor Jack Works Number a Final Tax Code Ela Please enter the adjustment amount for any figures that need to be updated The adjustment amount will be calculated automatically if the previously Was this on a week 1 month 1 basis submitted and corect amounts are entered Yes Nao Please only enter the values for the fields that require an adjustment and leave the other fields blank Previously Submitted Amount Corect Amount Adjustment Taxable Pay Tas Deducted Benetits Taxed via Payroll Employee pension contributions paid via net pay arrangements Employee pension contributions not paid via net pay arrangements Student Loan Repayments Enter the final tax code and the values of the pay and deduction fields that require an adjustment The Adjustment amount will be automatically calculated if the Previously Submitted Amount and Correct Amount are entered Please note that the Adjustment amount is the only field that is reported on the Earlier Year Update The Previously Submitted Amount and Correct Amount are used to help calculate the Adjustment amount and are not mandatory Only enter the values of the fields that require an adjustment and leave the other fields blank Hartigan Software 20 March 2015 Earlier Year Update Data Entry Earlier Year Update National Insurance Contributions Employee Lawlor Jack Works Number fe MI Letters And Values q ot 1 MI Letters Please en
31. quest This button allows you to import an existing Excel or XML document Op Open Template This button will validate the data in f the Excel or XML document Validate Data j j j i Submit Data This button will submit the data in the f Excel or XML document View Receipt AARAU This button will display the receipt for a successfully submitted file Employer Payment Summary Click here to enter the data for RTI Pro By Hartigan Software the employer payment summary File Payrols PBeturns Forms Wotifications Settings Backup Help Full Payment Submission Employer Payment Summary NINO Ventication Request Open Template ou Open Template Import File View Receipt Import File Validate Data Motiticatians Validate Data Submit Data Submit Data View Receipt View Receipt Submission History Hartigan Software 16 March 2015 Employer Payment Summary Data Entry amp Submission This submission is required to enable HMRC to calculate employer liability An Employer Payment Summary should be sent if e no payments are made to any employees in a tax month e or you wish to recover statutory payments NICs compensation on statutory payments Construction Industry Scheme CIS deductions suffered limited companies only or an amount under the Regional National Insurance Contributions Holiday for New Businesses e to notify HMRC of the eligibility to claim the new annual 2 000 employment allowan
32. s Number fe Please enter the adjustment amount for any figures that need to be updated Please only enter values for the fields that require an adjustment and leave the other fields blank Enter the leaving date and adjustment amounts for any trivial commutation payments on this screen Only enter the values of the fields that require an adjustment and leave the other fields blank Earlier Year Update Starter Details Employee Lawlor Jack Works Number Ys Existing Employee Please only enter the fields that require an adjustment and leave the other fields blank New Employee from the UK New Employee seconded to work in the UK New Pensioner Starter Declaration O A This is their first job since the start of the tax year Eth April B This it currently their only job C They have another job or pension Student Loan Deductions Apply O Ye No Enter the starter details on this screen if an adjustment needs to be made Only enter the values of the fields that require an adjustment and leave the other fields blank Hartigan Software 23 March 2015 Earlier Year Update Open Template Each time a template button is clicked an Excel document is created from the Full Template The new document is named as follows EYU This relates to the submission type being created Earlier Year Update Date Being the date the document is created YYYYMMDD format Count Document count for the
33. sword testing Employer Postcode OoOo Hartigan Software 2 March 2015 Adding Payroll Names This list will contain the names of all payrolls previously entered Click the name to load the selected payroll details A descriptive name of your choosing for example Monthly Salaries or Weekly Pay 4 rs a A The name of your local tax office I Payrolls Payroll List ADBA A This is the first part of your employer PAYE reference and is three digits You will find this Payroll Detail aa oe Ss number on a P6 P9 notice of coding or your Annual Budget letter decime PZ Forename Office number yeference number This is the second part of your employer Empl FAYE ref a aap eb ig ee f ABBA PAYE reference after the slash You will find Enno Accounts Office ee anaqnq aaq70 this number on a P6 P9 notice of coding or eference K your Annual Budget letter Employers contracted out e number ECON OE RECE Self Assessment Unique ee This reference number can be found on your Tax Reference P30BC Payment booklet or P30B Paying Corporation Tas Reference yy YN ae be in the format sender ID Only required IF you operate an occupational erde Pa aad contracted out scheme This number is your ECON from your contracting out certificate You must show your current ECON if any employee has been in a contracted out scheme at any time during the tax year Normally set to Employer
34. ter the adjustment amount for any figures that need to be updated The adjustment amount will be calculated automatically if the previously MI Ledai submitted and corect amounts are entered SCON Pleaze only enter the values for the fielde that require an adjustment and leave the other fields blank Previously Submitted Amount Corect Amount Adjustment Gross Earmings for MIC Earnings at lower earnings limit LEL Earnings above LEL Earnings from Primary Threshold to Upper Accrual Paint Earnings from Upper Accrual Font to Upper Earrings Limit Employers HI Contributions Employee contributions due on earrings NIC refund Indicate res if there is an overpayment of employee s NICs and the refund has been paid to the employee Otherwise indicate No If any adjustments need to be made to the National Insurance contributions select the appropriate NI Letter from the drop down box and the values of the fields that require an adjustment The Adjustment amount will be automatically calculated if the Previously Submitted Amount and Correct Amount are entered Please note that the Adjustment amount is the only field that is reported on the Earlier Year Update The Previously Submitted Amount and Correct Amount are used to help calculate the Adjustment amount and are not mandatory Only enter the values of the fields that require an adjustment and leave the other fields blank lf adjustments needs to be report
35. tudent Loan Start Notices SL1 Student Loan End Notices SL2 The Retrieve Messages button The View Old Messages will retrieve the notifications and button can be used to display them in a screen where display previously received they can be printed or exported for notifications use in external payroll software Hartigan Software 29 March 2015 P60 Printing P60s are printed using the pre printed P60 SingleSheet Shortened stationery This can be ordered online from the HMRC website via the following link htto www hmrc gov uk payerti forms updates forms publications onlineorder htm 0x1 The printing coordinates might need to be updated so that they are aligned with the pre printed boxes It is therefore a good idea to print a test P60 to check the printing coordinates before printing the entire batch of P60s The coordinates can be updated via the Printing Options button at the bottom of the Setting screen Settings E Payroll File Location Open f C ProgramDatasH artigan Softwares ATI Pro Settingseml Pavrolls xml Cc Change Document Submission Folder Location Open C ProgramD ata H artigan SottwareSAT ProwiserDocs fo Backup Folder Location Tax ear for reporting purposes Default Import File Type 2014 15 2015 16 Excel Spreadsheet f CSW KML Advanced Close The P60 Print Offset values will move the printing coordinates down or right by the number of millimetres entere
36. ware has been installed the Payroll File Location Document Submission Folder Location and Backup Folder Location can be changed or opened using the settings options above If more than one license has been purchased and the file location is to be changed ensure a shared folder is selected which allows all required users full access Tax Year for FPS reporting purposes The Tax Year for FPS reporting purposes will default to the current tax year but can be changed via the settings screen to make a submission in respect of a previous tax year or to perform tests for a future tax year Data Import File Type Set the default file type to be used when importing files into the software This saves time by not having to change the option in the file type drop down box each time a file is imported Printing Options The Printing Options screen is displayed when the Printing Options button is pressed on the bottom of the Settings screen Advanced Settings The Advanced Settings screen is displayed when the Advanced Settings button is pressed on the bottom of the Settings screen Hartigan Software 35 March 2015 Advanced Application Settings Advanced Settings Security Settings Administration password required Enter sender ID when required Enter sender password when required Excel Import Options Generate and output BACS random string to Excel file Use PAYE Ref from import spreadsheet Ignore date format C
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