18/02/2014. Release Notes. Earnie TM IQ

Transcription

1 18/02/2014 Release Notes Earnie TM IQ April 2018

2 Contents Earnie IQ April 2018 Patch Release Version A... 4 Conversion... 4 EPS - App Levy... 4 Pensions... 4 New Standard Life Pension Files... 4 Employee Selection... 4 Earnie IQ April 2018 Release Version PAYE Legislation Changes... 5 NI Number prefixes... 5 Tax Code Validation... 5 Company Cars... 5 Fuel Type... 5 Recalculate... 5 RTI Changes... 6 Full Payment Submission (FPS)... 6 Serious ill health lump sum indicator... 6 Employer Payment Summary (EPS)... 6 Amendment of App Levy Allowance in EPS... 6 Earlier Year Update (EYU)... 6 Employer Alignment Submission... 6 Pensions... 7 Phasing Year-end Restart... 7 Staging date... 7 IRIS AE Suite IRIS OpenEnrol... 7 Scottish Relief at Source... 8 NOW Pensions option to include ER code with Payroll No in output file... 8 Configure Pension Fund screen... 8 Other Improvements... 9 National Minimum Wage and National Living Wage... 9 National Minimum and Living Wage Rates screen

3 Pay Rate Warnings... 9 National Minimum and National Living Wage Report Apprenticeship levy calculation explanation Support Hub Dear Customer Welcome to your software update for April 2018/2019. This update of the software includes some new features and enhancements. These notes provide information on all the improvements. For information on the legislation behind the changes made in the April release, read the PAYE Legislation Guide. If you encounter any difficulties, please visit: The minimum system requirements are on our website here. 3

4 Earnie IQ April 2018 Patch Release Version A Conversion Serious Ill Health Lump Sum payments and the Diesel Meets RDE2 Regulation car type are now included in the Conversion utility. EPS - App Levy An issue with Tax Month on the EPS when the Levy Allowance is less than the maximum has been resolved. Pensions New Standard Life Pension Files Standard Life have introduced a new pension platform called Workplace Pension Hub. This requires different files to their Group Pension Zone. We have added the necessary file formats to the system. Create Pension File Standard Life Payments and Standard Life Joiners have been added to Pension Create Pension File Select Pension File Format screen. Configure Pension Fund We have added a Standard Life option to the Pension Configure Pension Fund Output Files File Format drop down list. Employee Selection We have resolved an issue where the message Tax Bands Missing appeared when selecting an employee or company with a tax year 2015/2016 or older. 4

5 Earnie IQ April 2018 Release Version PAYE Legislation Changes The rates for Tax, NI, Stat. Payments & Pensions have been updated for 2018/2019. We have also made the following changes to the software: NI Number prefixes The validation for NI Number prefixes has been updated in line with legislation. Tax Code Validation We have updated Tax Code validation to allow D0 to D8 and SD0 to SD8 tax codes in the payroll software, if there is an appropriate matching tax band introduced. Company Cars With effect from the 2018/2019 tax year we have made the following changes to the software to cater for diesel cars that meet the Real Driving Emission Step 2 (RDE2) regulation. Fuel Type The Configure Company Cars Add/Edit Fuel Type dropdown now includes the option Diesel Meets RDE2 Regulation. This Fuel Type will only be available from the 2018/2019 Tax Year. Recalculate A new Recalculate button has been added to the Allocation screen. You can click this button to recalculate the cash equivalent if there has been a change, for instance in Fuel Type from Diesel to Diesel Meets RDE2 Regulation. 5

6 RTI Changes Full Payment Submission (FPS) The FPS schema has been updated in line with legislation. Serious ill health lump sum indicator We have added two new types of Payment to the Category section in Company Alter Payment / Deductions. Two new categories will be visible as soon as the update is installed. Serious Ill Health Lump Sum (Taxable) Serious Ill Health Lump Sum (Non-Taxable) The new categories are payments after NI i.e. do not affect NIable pay. Employer Payment Summary (EPS) The EPS schema has been updated in line with legislation. Amendment of App Levy Allowance in EPS Apprenticeship Levy Allowance can now be overwritten on the Employer Payment Summary. You need to do this when the allowance is split between companies in the same PAYE Scheme. If in Company Options, the Apprenticeship Levy Allowance field is less than the permitted maximum for the year, the App. Levy Allowance field on the EPS will be available for amendment. Once overwritten the default value used in the next EPS will be the same as that used in the previous EPS. Earlier Year Update (EYU) We have updated the EYU schema for submissions relating to tax year 2017/2018. On the Flexible Drawdown screen, below Pension Death Benefit, there is a new Serious Ill Health Lump Sum tick box. Employer Alignment Submission The menu item for Employer Alignment Submission has been removed as it is no longer in use. 6

7 Pensions Phasing Year-end Restart As per the Auto Enrolment legislation, minimum Employer Contributions will increase in April 2018 and April 2019 as per the table below. When you perform the Year-end Restart, the system will display a message advising you to check your employees and employer s pension contribution rates and containing a link to The Pension Regulator s webpage regarding pension contribution phasing. For more information on Phasing please view the TPR website here. Automatic Enrolment Scheme Date Employer minimum contribution Total minimum contribution 06/04/18 05/04/19 2% 5% (including 3% staff contribution) 06/04/19 onwards 3% 8% (including 5% staff contribution) Staging date Following changes by TPR, Staging Date has changed to Duty Start Date / Staging Date throughout the software. Re-enrolment will use Duty Start Date in the same way as it used Staging Date. This change will be visible in the following locations and on any pension-related warning messages: Pension Configure Automatic Enrolment Pension Period Pension Dashboard Employee Select Employee Employee Details IRIS AE Suite IRIS OpenEnrol We have removed Letter L0 from the software, as there will be no further Staging after February

8 Scottish Relief at Source From April 2018/2019, the Relief at Source (RAS) for pension contributions must be calculated using the appropriate basic rate for Scotland and the appropriate basic rate for the rest of the UK. Where the Payment/Deduction is a pension deduction with Less Basic Rate Tax set, the payroll software will reduce the deduction by the basic rate tax value for the appropriate tax regime i.e. Scottish or rest of the UK, based on the tax code during the pay period. Tax codes with S as prefix will use the Scottish basic rate value whereas any other tax code will use the rest of the UK basic rate tax value. NOW Pensions option to include ER code with Payroll No in output file We have added a new option to the Pension Output file for Now Pensions so you can choose to include or exclude the ER CODE from the PAYROLLNO field. Configure Pension Fund screen Add ER CODE to PAYROLLNO tick box has been added to the Configure Pension Fund screen. After installing the update, this box will be ticked by default. Untick the option if you want to exclude ER CODE from the PAYROLLNO field. 8

9 Other Improvements National Minimum Wage and National Living Wage We have added the current rates for the National Minimum Wage and the National Living Wage to the payroll software. These will be changed as required as part of an update, however you will be able to alter them manually if needed. National Minimum and Living Wage Rates screen A new screen in the Admin side of the payroll software, allows the National Minimum and Living Wage Rates to be altered. This feature should only be used if a change to the rates does not coincide with an update. To get there: 1. Log into Admin 2. From the File menu, select NMW/NLW Rates 3. Select the Effective from date from the drop down, and type the new rates directly into the relevant fields 4. Click OK to save If you install a new update of the software containing NMW/NLW rates, the existing ones will always be overwritten with the new. Pay Rate Warnings A new warning will display when saving changes on the Employee Details screen if any of the employee s pay rate(s) in use are less than the current National Minimum Wage or National Living Wage You will then need to: check and amend any pay rate(s) that you find to be incorrect, check whether an Apprentice should be on the Apprentice rate or the NMW/NLW for their age The current rates will be determined based on the system date for Employee Details changes and the Work Period Start date and End Date for payroll warnings. You need to enable these warnings in Company Alter Company Details Pay Rates Pay Rate Settings. The warning only appears once even if more than one rate is below NMW/NLW rates. 9

10 National Minimum and National Living Wage Report This new report will display employees whose rate of pay does not meet the National Minimum Wage or National Living Wage, depending on their age on the date the report is printed, or within the next 30 days. The report will not include rates where the value is zero or where the warning option is not selected. To install the report: 1. From the Reports menu select Library Selection, then Employee Reports 2. Select the National Minimum and Living Wage report and click OK To print the report: 1. From the Reports menu select Print Employee Reports 2. Select the National Minimum and Living Wage report Apprenticeship levy calculation explanation We have added a new Calculation button to Company HMRC Details App Levy which will open a screen containing an explanation of the App Levy calculation. Support Hub We have removed the Search the KnowledgeBase field from the Support hub in your product. Use this link to access the knowledgebase:

11 Additional Software and Services Available IRIS AE Suite The IRIS AE Suite works seamlessly with all IRIS payrolls to easily manage auto enrolment. It will assess employees as part of your payroll run, deduct the necessary contributions, produce files in the right format for your pension provider* and generate the necessary employee communications. IRIS OpenPayslips Instantly publish electronic payslips to a secure portal which employees can access from their mobile phone, tablet or PC. IRIS OpenPayslips cuts payslip distribution time to zero and is included as standard with the IRIS AE Suite. IRIS Auto Enrolment Training Seminars Choose from a range of IRIS training seminars to ensure you understand both auto enrolment legislation and how to implement it within your IRIS software. Useful numbers HMRC online service helpdesk Tel: Fax: helpdesk@ir-efile.gov.uk HMRC employer helpline Tel: Tel: (new business) Contact Sales (including stationery sales) For IRIS Payrolls Tel: sales@iris.co.uk For Earnie Payrolls Tel: earniesales@iris.co.uk Contact support Your Product Phone IRIS PAYE-Master payroll@iris.co.uk IRIS Payroll Business ipsupport@iris.co.uk IRIS Bureau Payroll ipsupport@iris.co.uk IRIS Payroll Professional payrollpro@iris.co.uk IRIS GP Payroll gpsupport@iris.co.uk IRIS GP Accounts gpaccsupport@iris.co.uk Earnie or Earnie IQ earniesupport@iris.co.uk IRIS & IRIS Software Group are trademarks IRIS Software Ltd 06/2015. All rights reserved Call: for IRIS or for Earnie Visit: iris.co.uk