Company Details
Company Tax District
Setup details required....
- District No: Changing this will change both the Employers Reference and Accounts Office Reference District No fields. (Required before RTI file can be sent)
- Employers Reference: The employers reference provided by the HMRC. (Required before RTI file can be sent)
- Accounts Office Reference (AO Ref): The Accounts Office Reference provided by the HMRC. (Required before RTI file can be sent)
- Unique Tax Reference (UTR): This field must be populated if the company has a CIS payroll.
- Default Office: At present only one Employers Reference can be set up for the company and this needs to be set as the default office.
- Unique Tax Reference (UTR): This field must be populated if the company has a CIS payroll.
- Small Business : A small employer is one whose total Class 1 NICs, including primary (employee) and secondary (employer) liability, is at or below a set annual threshold, in the qualifying tax year. The qualifying year is the last complete tax year before the first day, the Sunday of the qualifying week (or maternity week). If the business met the requirements in the last financial year this box should be ticked. An employer who qualifies for small employer’s relief can reclaim 100% of certain statutory absence payments, plus an additional 3% compensation payment.
- Small Business (Previous Year): As above but for the previous year.
- HMRC Bank Account: The HMRC account to make P32 payments to (This is required if you are to make P32 payments by tax).
Payrolls
Setup details required....
- Payroll Number: The short name or number for the payroll.
- Payroll Name: The long name for the payroll.
- Pay Frequency: The pay frequency for employees that are paid on this payroll.
- Payroll Type: The payroll type currently has no effect on the running of the payroll and this field can be ignored.
- NI Calculation Method: Post 2013 InPay will always calculate with the exact method and the table method will be unavailable.
- Payroll Tax Reference: At present only 1 tax reference per company is permitted, so this field will be ignored.
- Include Er's NI in pay: Select this option if Employer's NI is to be taken out of the employees pay. (this will normally only be Umbrella company workers)
- Include Er's Pension in pay: Select this option if Employer's Pension is to be taken out of the employees pay. (this will normally only be Umbrella company workers)
- Withhold tax refunds when no pay: Select this option if you do not want the employee to receive tax refunds when they have no pay in the period. If the employee is on a cummulative tax code, the tax will be adjusted the next time the employee receives pay.
Pay Periods
Pay Elements
Below are Pay Elements that are setup in InPAY by default.
If you need any Pay Elements in addition to this we need to know.
Pensions