Her Majesty's Revenue and Customs (HMRC) settings | Payroll Web Platform

Jimmy

Updated 04 April 2023 22:50

Overview

The payroll platform uses your Her Majesty's Revenue and Customs (HMRC) settings when submitting Real Time Information (RTI) to the HRMC. These details inform the HMRC who is lodging these RTI events for your organisation and provide them with the needed information to process your requests.

The HMRC settings feature allows you to enter your financial information, such as your organisation's tax office details, RTI settings, and EPS submission process. The feature is also where you can declare if you need to pay the apprenticeship levy and if you have reported this figure for this financial year.

Availability

Payroll Plan:

Standard

Premium

Getting started

The below premise will walk you through how to set up your HRMC settings.

Enter your HMRC settings

Log into your Employment Hero Payroll platform.
Click the Business Settings menu.
Click the Payroll Settings submenu.
Click the HMRC Settings button.
Complete the following fields in the Tax Office Details section:
- Employee PAYE reference.
- Accounts reference.
- Corporation tax unique taxpayer reference.
Complete the following fields in the Small Employers section:
- Are you eligible for small employers relief?
- Will you be claiming the employment allowance?
Complete the following fields in the Apprenticeship Levy section:
- Are you required to pay the apprenticeship levy:
  - Apprenticeship levy allowance.
  - Have you reported apprentice levy amounts for this financial year:
    - Apprenticeship levy amounts previously reported.
    - Apprenticeship levy allowance used for this financial year:
Complete the following fields in the IR35 Contractors section:
- Will the IR35 contractors' legislation apply to your business?
Complete the following fields in the Additional Options section:
- Will you be paying seconded employees?
- Will you be paying employees from a registered pension scheme?
- Do you want to set up a payment reminder:
  - Select the payment period.
  - Send the reminder monthly on the.
  - Detailed monthly breakdown.
  - Include pay-run pension amounts.
  - Recipients.
- Are your business premises located in a freeport tax site?
Complete the following fields in the RTI Settings section:
- Would you like to enable RTI for this business:
  - HMRC User ID.
  - HMRC password.
  - Would you like to make RTI submissions in test mode for this business?
  - Is this business a registered agent:
    - Business name.
    - First name.
    - Last name.
    - Postcode/Town.
    - Address.
Complete the following fields in the EPS Submissions section:
- Submit employer payment summary (EPS) monthly on the x date.
- Refund account name.
- Refund account number.
- Refund sort code.
- Building Society reference.
Click the Save button.

Watch the training video

Author recommended

So you have now set up your HRMC settings and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

Payroll platform: Pension settings This feature is where you set up your workplace pension details, such as your staging date and re-enrolment dates and whether to sync with an existing provider or add your pension scheme and contribution plans manually to the platform.
Payroll platform: Setup my Organisations Business Details This feature allows you to update your organisational information, such as your legal entity used within your payroll platform.