12 Pay. Release Notes. April 2017 & Patches. Call us on , or visit 12pay.co.uk

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1 12 Pay Release Notes April 2017 & Patches Call us on , or visit 12pay.co.uk

2 Release Notes Welcome to your software update for the Tax Year 2017/2018. This update of the software includes some new features and enhancements together with the necessary legislative changes for the new tax year. These notes provide information on all the improvements to the software; for detailed information on legislative changes see the Legislation Guide on the Help section. If you encounter any difficulties please visit: Contents 12Pay April 2017 Patch Release v NI Prefixes... 4 FPS Submission Pay April 2017 Release... 5 PAYE Legislation... 5 Tax, NI, SSP, SMP, SAP, SPP & ShPP... 5 Tax Code Changes... 5 National Insurance... 5 Student Loan Thresholds... 5 Apprenticeship Levy... 5 Employer NI... 5 Moving into 2017/2018 Tax Year... 6 Company Details... 6 Student Loan Refunds... 7 Pensions... 7 AE Configuration Tool Guide... 7 NEST... 7 NEST Contribution Schedule... 7 NEST Opt-out Notice... 7 NEST Output File... 8 Reason Codes... 8 NOW Pensions... 8 Declaration of Compliance... 8 RTI... 9 Employer Payment Summary (EPS)... 9 Earlier Year Update (EYU)... 9 Full Payment Submission (FPS)... 9 Call us on , support@12pay.co.uk or visit 12pay.co.uk 2

3 Monthly CIS returns Reports Audit Report P60 Report Support messages to customers Call us on , support@12pay.co.uk or visit 12pay.co.uk

4 12Pay April 2017 Patch Release v NI Prefixes NI prefixes have been updated in line with legislation. FPS Submission An FPS issue, concerning opt-out refunds in the first period of the new tax year, has been resolved. Call us on , or visit 12pay.co.uk 4

5 12Pay April 2017 Release PAYE Legislation Tax, NI, SSP, SMP, SAP, SPP & ShPP The rates for tax, NI and statutory payments have been updated for 2017/2018. Tax Code Changes In line with legislative changes, moving into the new tax year (2017/2018) will automatically uplift tax codes as required. National Insurance Following legislative changes, the payroll software will now accept KC National Insurance Number prefixes. Student Loan Thresholds The annual thresholds for 2017/2018 are: Plan Type 1-17,775 Plan Type 2-21,000 Apprenticeship Levy Funding for apprenticeships is changing and employers will be required to contribute to a new apprenticeship levy. Apprenticeship Levy and Apprenticeship Levy Allowance have been introduced from the 2017/2018 tax year. Details on the legislation changes can be found in the Legislation Guide on the Help section. Changes to the software to incorporate Apprenticeship Levy are detailed below. Apprenticeship Levy allowance can be split across multiple companies with the same PAYE Reference or that are part of a group of companies, but the maximum allowance must not exceed 15,000. You will pay the levy if your pay bill exceeds 3million per tax year, pro-rated on a monthly basis. If you are moving a company mid-tax year onto 12Pay, you must enter the NI year to-date figures for all employees. The Apprenticeship Levy Allowance (currently 15,000) and Apprenticeship Levy Rate (currently 0.50%) have been added to the System Parameters. Employer NI The Employer NI tab now includes an Apprenticeship Levy section which displays the Levy Allowance and Levy Rate system parameters. 5 Call us on , support@12pay.co.uk or visit 12pay.co.uk

6 Moving into 2017/2018 Tax Year When moving the payroll into the new tax year (2017/2018 only), you will receive a message asking you to confirm the value of Apprenticeship Levy Allowance being claimed. In future years, if the allowance is set to the current maximum, it will be set to the maximum allowed in the new tax year. During this process: Employer Apprenticeship Levy field will be ticked by default You must choose the maximum or minimum allowance for the 2017/2018 tax year, or enter the value of allowance you require which cannot exceed 15,000 Please Note: this message will not be displayed if the Foreign Employer indicator is ticked. This is because Foreign Employers do not pay Employers NI and therefore do not have any liability for the Apprenticeship Levy. Company Details To cater for the new Apprenticeship Levy Allowance, the following new fields have been added to the Employer tab: Apprenticeship Levy Apprenticeship Levy Allowance this field will only be enabled if Apprenticeship Levy is set When creating a new Employer from 2017/2018 Tax Year onwards, these fields will be ticked by default and the amount set to the maximum allowance for the year. The following changes have also been made to the Employer tab: ECON field removed SCON field removed On the Advanced tab a Ceased Trading date field has been added Please Note: Entering a Ceased Trading Date will not automatically issue P45s Call us on , support@12pay.co.uk or visit 12pay.co.uk 6

7 Student Loan Refunds A new button Operator Entry has been added to the Payments/Deductions Student Loan Repayment. If you click the Operator Entry button, you can then manually add the Student Loan Repayment payment/deduction. Once selected you can then enter the amount to refund in the Pay field. This will be an after tax and NI payment to the employee. There may be occasions when you need to refund more than the year to-date value, for example if you are refunding Student Loan deducted in the previous tax year. If you attempt to refund an amount greater than the year to-date value a message will be displayed. Processing the Student Loan refund will automatically reduce the Student Loan period total. Also the PAYE year totals on the Employee PAYE tab will be reduced by the payment amount to the minimum of To stop a Student Loan being deducted from an employee, untick Student Loan from the Employee tab Tax & NI Codes section. Please Note: Your FPS will reflect any Student Loan Repayment. However, if you refund Student Loan in the current tax year and also include an amount taken in a previous tax year we would advise that you send an EYU to correct the previous year s Student Loan Repayment to-date value. Pensions AE Configuration Tool Guide A new AE Configuration Tool Guide has been added to the Help section on NEST NEST Contribution Schedule The Nest Contribution Schedule has been updated to V11. NEST Opt-out Notice If you receive a NEST Opt-out Notice from an employee, enter the Opt-out reference number in the Employee Auto Enrol Opt-out Reference No field. This will ensure that the opt-out details are included in the NEST Contributions File and notify NEST accordingly. 7 Call us on , support@12pay.co.uk or visit 12pay.co.uk

8 NEST Output File When creating the NEST Contribution File, the NEST Payment Due Date for screen has been renamed NEST Payment Details for.. A new field NEST Payment Frequency has been added to this screen with the following options:- Monthly Tax Monthly Weekly Tax Weekly Fortnightly Four Weekly This field will default to the pay frequency of the payroll that the file is being created for but can be changed to match the arrangement with NEST. Reason Codes The following Reason Codes have been amended or removed from the Contribution Schedule for.. screen which displays employees with reduced or non-payments: 2 Employee is temporarily absent has been removed 4 Employee has chosen to stop contributions has been removed 11 Employer duties are being fulfilled elsewhere has been removed 1 Employee has left your employment has changed to 1 No further contributions payable NOW Pensions NOW V1.3 pension file has been added to the software, this has replaced NOW V1.1 and 1.2. This updated version of the NOW pension file will include leavers if the leave date is in the selected period. Declaration of Compliance The Declaration of Compliance is a legal requirement from The Pensions Regulator. If you do not provide the information required, you could be subject to enforcement action and receive a fine. We have added a new Declaration of Compliance Report to the software to assist you when completing your Declaration of Compliance. This report can be printed from Company AE Config 10. Declaration of Compliance (register) for The Pensions Regulator. Alternatively, this report can be printed from the Employer Reports menu. Call us on , support@12pay.co.uk or visit 12pay.co.uk 8

9 RTI Employer Payment Summary (EPS) The EPS schema has been updated in line with legislation When submitting an EPS, the Apprenticeship Levy and Apprenticeship Levy Allowance will be displayed on the EPS tab. On the Submit tab, the wording Final Submission because Scheme is Ceasing on has changed to Final Submission because Scheme Ceased on. Earlier Year Update (EYU) The EYU schema has been updated in line with legislation. Changes include: The Earlier Year Update facility has been updated to include the new fields for Flexible Drawdown, these include: Flexibly accessing pension rights Pension death benefit indicator Flexible drawdown taxable payment Flexible drawdown non-taxable payment The following fields have been removed from the EYU for 2016/17 onwards: ECON SCON PT to UAP UAP to UEL The following fields have been renamed: Earnings at LEL (1a) has changed to AT LEL Earnings LEL to PT (1b) to LEL to PT Earnings PT to UAP (1c) to PT to UEL Full Payment Submission (FPS) The FPS schema has been updated for the new tax year in line with legislation. The wording has changed from Final Submission because Scheme is Ceasing on to Final Submission because Scheme Ceased on. 9 Call us on , support@12pay.co.uk or visit 12pay.co.uk

10 Monthly CIS returns HMRC now allow you to amend returns online without the need to notify them by telephone. Changes have therefore been made to the software to allow you to resubmit CIS monthly returns without ticking the nil return indicator box. When using the Rewind to Redo for subcontractors, a new CIS payroll will be created. Reports The following reports have been amended to include the new Apprenticeship Levy: Annual Summary P32 (Payment Summary) NI Adjustments column has been changed to Apprenticeship Levy P32 (Payment Detail) SPP Recovery column has been changed to NI Allowance NI Adjustments column has changed to Apprenticeship Levy Amount Owing column has changed to Pay HMRC P32 (Provisional) SPP Recovery column has been changed to NI Allowance NI Adjustments column has changed to Apprenticeship Levy Amount Owing column has changed to Pay HMRC P32 (Single Month) NI Adjustments column has been changed to Apprenticeship Levy P32 (Single Quarter) NI Adjustments column has been changed to Apprenticeship Levy Audit Report The Audit Report has been amended to include Apprenticeship Levy Allowance and Ceased Trading Date if applicable. P60 Report The P60 report has been updated in line with legislative changes. Support messages to customers A new facility has been added to allow Support to send messages directly to customers via the payroll software. On starting up, the payroll software will check and display any Support messages. Call us on , support@12pay.co.uk or visit 12pay.co.uk 10