Overview
RTI or Real Time Information is a PAYE reporting process. Under RTI, employers need to send information to HMRC every time they pay their employees, rather than waiting until the end of the year.
There are two types of submissions that you need to make: a Full Payment Submission or FPS and an Employer Payment Summary or EPS. Our RTI Submission messages are linked easily with our FPS audit report. Please note that you can choose for the RTI submissions to be run in "test mode" or submitted to HMRC live.
Availability
| Payroll Plan: | Standard | Premium |
Getting started
- Log in to your payroll platform.
- Click the Business menu.
- Click the Payroll settings submenu.
- Under Business Settings, click HMRC Settings.
- Under RTI settings, you will be asked: Would you like to make RTI submissions in test mode for this business?
- Select Yes to choose test mode.
Important
When you are ready for the submissions to be live, make sure you change this setting to No.
- To check the test mode settings for the FPS Audit Report, you have to check the report itself. The instructions are below.
Important
There is a warning message in the pay run to make you aware that the submission to HMRC has been submitted in test mode. This warning will also contain a direct link to the HMRC settings to let you change them.
Daily activities
- Log in to your payroll platform.
- Click the Reports menu.
- Under HMRC reporting, select RTI Submission Messages.
- Click the RTI submission messages tab.
- Filter the parameters of the report.
-
Date Range: You can change months by clicking on the calendar icon;
Helpful Hint
When a date range is selected for the report, the result of the report will be based on the period end date.
- Search Term: Will list all active pay schedules within the business;
- Message Types: Select one or All;
-
Date Range: You can change months by clicking on the calendar icon;
- Click the Search button.
- The results of the report will list the following, organised by employee:
- Date (exact or date range)
- Transaction ID;
- Message Type
- Request;
- Response;
Important
To check if the FPS Audit Report is being submitted in test mode, go to Reports > RTI submission messages > enter dates > FPS Audit Report > this will now show if the FPS has been submitted in test mode.
There is a warning message in the pay run to make you aware that the submission to HMRC has been submitted in test mode. This warning will also contain a direct link to the HMRC settings to let you change them.
- Log in to your payroll platform.
- Click the Reports menu.
- Under HMRC reporting, click RTI Submission Messages.
- Click the FPS Audit report tab.
- Filter the parameters of the report.
-
Date Range: You can change months by clicking on the calendar icon;
Helpful Hint
When a date range is selected for the report, the result of the report will be based on the period end date.
-
Date Range: You can change months by clicking on the calendar icon;
- Click the Search button.
- The results of the report will list the following, organised by employee:
- Tax period
- Date and time
- Status
- Correlation ID
- No. EE's
- PAYE
- EE NI
- ER NI
- Student Loan/PGL
- Late Submission Reason
- Final Submission
Helpful Hint
Once you have submitted an FPS, you can preview the FPS file that has been submitted.
- Log in to your payroll platform.
- Click the Pay runs menu.
- Select the pay run you would like to review, or create a new one.
- Click the Actions tab.
- Click the Reports button.
- Click Preview FPS File.
- This will take you to a separate page, where you can select which pay run to preview the FPS for.
- Click the Run Report button.
- To download the report, click the Download button.
- Click Download FPS.
Data management
- Log in to your payroll platform.
- Click the Reports menu.
- Under HMRC reporting, click RTI Submission Messages.
- Click the FPS Audit report tab.
- Filter the parameters of the report.
-
Date Range: You can change months by clicking on the calendar icon;
Helpful Hint
When a date range is selected for the report, the result of the report will be based on the period end date.
-
Date Range: You can change months by clicking on the calendar icon;
- Click the Search button.
- Click the Download button.
- Click PDF or Excel to download.
Author recommended
You have now run RTI submission messages and FPS audit reports. If you are wondering what you can do next, I recommend these two articles:
- Pay Run Inclusion Reporting |Payroll Web Platform -This feature helps you run a report on the inclusions your organisation has processed within your finalised pay runs.
- Pay Run Audit Reporting | Payroll Web Platform - This feature helps you create a report on a pay run conducted within your organisation and see details such as the deductions made, the PAYG adjustments, and the leave accrued.