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Manage PAYE scheme specific mappings within your Chart of Accounts

Updated

Available for the following plans: Plus, Unlimited HR, Engage, Elite, Unlimited HR+Payroll
Available for the following HR plans: Premium, Platinum
Available for the following User Access levels: Manager, Admin

The PAYE Scheme Specific Accounts feature allows UK payroll users with multiple PAYE schemes to configure specific accounts within the Chart of Accounts (CoA) for each individual scheme. This automation eliminates the need for manual work to split journals when posting data to external accounting software.

This article will show you how to manage the following:

Enable PAYE scheme account mapping

Access PAYE specific settings

This feature is available for UK businesses that have Multi PAYE enabled and use file-based exports.

  1. Log in to Employment Hero.
  2. Navigate to Payroll settings.
  3. Select Business Management.
  4. Click Integrations.
  5. Select File Export or Detailed File Export.

Once these conditions are met, the PAYE Scheme Specific Accounts section will be visible on the Chart of Accounts page.

Map accounts to specific PAYE schemes

Add scheme-specific accounts

These account settings will be used for earnings that match a designated PAYE scheme. You can create a configuration for each of your schemes.

  1. Go to the PAYE Scheme Specific Accounts section.
  2. Click Add.
  3. From the PAYE scheme dropdown menu, select the relevant scheme.
  4. Configure the accounts and categories as required.
  5. Click Save.

Helpful Hint

If you set up PAYE scheme-specific accounts, Location-specific accounts will become unavailable. You will see a warning notification if you attempt to use both.

Split primary accounts by PAYE scheme

Apply splits to main accounts

You can also apply these settings to your primary accounts, such as default accounts and pay categories.

  1. Navigate to the main primary accounts at the top of the Chart of Accounts page.
  2. Access the settings for an account type, such as Pay Categories.
  3. Tick the checkbox for Split by PAYE scheme.
  4. Click Save.

Download payroll journals

Access journals after configuration

When you have finished your configuration, you can download journals that correctly identify entries based on the specific PAYE scheme.

  1. Navigate to a pay run or the Reports menu and select Journals.
  2. Download the journal file as normal.

The downloaded journal will now correctly split data matching your specified PAYE scheme setup.

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