18/02/2014. Release Notes. IRIS Payroll Basics. September 2017 & Patches

Transcription

1 18/02/2014 Release Notes IRIS Payroll Basics September 2017 & Patches

2 Contents IRIS Payroll Basics Summer 2017 Patch Release v An issue with the NMW and NLW warnings not appearing correctly on manual Pay Rates has been resolved IRIS Payroll Basics Summer 2017 Release... 6 National Minimum Wage and National Living Wage... 6 National Minimum and Living Wage Rates screen... 6 Company Details Pay Rate Warnings... 6 Pensions... 7 Transitional Period ends on 30 September NEST Reason for Reduced Contributions... 7 Reports... 7 IRIS OpenPayslips and P45s... 7 FPS Summary and Details Reports YTD Figures... 7 Other Improvements... 8 Address field size increased... 8 Diary Set-up... 8 Employer Payment Summary App Levy Allowance... 9 Month-end Summary... 9 IRIS Payroll Basics April 2017 Patch Release NOW Pensions output file Scottish Widows V3 output file Backup/Restore IRIS Payroll Basics April Release Version 1.26.* PAYE Legislation Changes National Insurance Apprenticeship Levy Company Details Quick Calculator RTI Changes Full Payment Submission (FPS) Employer Payment Summary (EPS)

3 Earlier Year Update (EYU) Reports Pensions Automatic Enrolment Declaration of Compliance Pension Output Files NOW Pension file to optionally include ER Code in Payroll No Other Improvements Payroll Calendar

4 Dear Customer Welcome to your Summer software update for Tax Year 2017/2018. 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. 4

5 IRIS Payroll Basics Summer 2017 Patch Release v Government Gateway IMPORTANT - HMRC has recently changed the website address (URL) the software connects to automatically when processing RTI submissions. All the changes required for your software are included within this update. If you do not update to this version or later you will be unable to send your RTI submissions to HMRC. HMRC will deactivate the existing URL by February 2018; however, IRIS recommends you update your software as soon as possible. Other Improvements Rates Manual Pay Rates and NLW warnings message An issue with the NMW and NLW warnings not appearing correctly on manual Pay Rates has been resolved. 5

6 IRIS Payroll Basics Summer 2017 Release 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 updated as needed as part of a software update, however you will be able to alter them manually if required. National Minimum and Living Wage Rates screen A new screen has been added to the Admin side of the payroll software, to allow 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 Companies then 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 Company Details Pay Rate Warnings A warning has been added which, if necessary, will display when saving changes to Employee Details and during the payroll run. You will see the warning 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 see the warning during the payroll run if any of the pay rates used in the payroll are less than the current National Minimum Wage or National Living Wage 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. It is possible to enable/disable these warnings in Company Details. To do this: 1. From the Company menu, select Alter Company Details 2. On the Tax tab, click the Enable Warnings button 3. This opens the rate set up for that company. Tick the box if you wish to have a warning 6

7 Pensions Transitional Period ends on 30 September 2017 The Transitional Period ends on 30th September All employees with Transitional Period ticked will be assessed for auto enrolment on 01/10/2017 and postponement may then be applied to Eligible Jobholders, Non-eligible Jobholders and Entitled Workers. Once the transitional period has ended the employee will be included in the normal AE assessment. The Transitional Period tick box will be disabled in the Summer 2017 update and removed completely in the 2018/2019 tax year. NEST Reason for Reduced Contributions If Assumed Pensionable Assumed Pay is entered for an employee during the payroll run, in the NEST Contribution File, the reason for the reduced earnings field 9 will be set to 3 Member is on family leave. Reports IRIS OpenPayslips and P45s We have added the facility to publish P45s to IRIS OpenPayslips. Once this report is selected from the library, click Print when issuing the P45 and the Publish button will be available on the top right of the Print P45 Report screen. Click the button to publish the P45 to IRIS OpenPayslips. FPS Summary and Details Reports YTD Figures For the purposes of reconciliation and discrepancy handling, we have added Year To Date (YTD) figures to the FPS reports/summary screen. Full Payment Submission Details report Four new columns headed Year to Date have been added to the Full Payment Submission Details report: Tax Employees NI Employers NI Student Loan There is a Totals section for each of the columns. 7

8 FPS Summary report We have added a Year To Date Totals section to the bottom of the FPS summary report. This contains year to date values for: Tax Employees NI Employers NI Student Loan Full Payment Submission Final Confirmation screen A new frame has been added to the Full Payment Submission Final Confirmation Screen for the year to date values. The Year To Date values displayed are: Tax Employees NI Employers NI Student Loan Other Improvements Address field size increased The fields for Address Lines 1-4 in the following areas of the software have been increased to allow 35 characters to be entered: Employee Details Import Export Pension Files RTI Submissions SQL Filter Employee Debug CIS Reports Diary Set-up It is now possible to make diary entries for up to 3 years after the current release start year e.g. if the tax year is 2017/2018, you can make diary entries up to

9 Employer Payment Summary App Levy Allowance The Apprenticeship Levy Allowance field can now be overwritten on the Employer Payment Summary. You will need to do this when the allowance is split between two companies in the same PAYE Scheme. Once overwritten the default value used in the next EPS will be the same as used in the last EPS. Year-end Restart will reset the EPS App. Levy Allowance default value if required. Month-end Summary Apprenticeship Levy has been added to the month-end processing message i.e. informing you that Apprenticeship Levy will be calculated as part of the process. 9

10 IRIS Payroll Basics April 2017 Patch Release NOW Pensions output file The required padding for Ers code and payroll number code has been added Employees under the age of 16 are now being populated as Worker in field O correctly An issue regarding employees with an Opt-out date before the period or date range the file is being created for, being excluded from the file, has been resolved Scottish Widows V3 output file An issue with an employee with a CC date or Opt-out date earlier than the month prior to the current period, not being included in the file, has been resolved. Backup/Restore The timing of the back-up process has been improved. 10

11 IRIS Payroll Basics April Release Version 1.26.* PAYE Legislation Changes The rates for tax, NI, Statutory Payments, Student Loans etc., have been updated for 2017/2018. Click here for further details. The following changes have also been made: National Insurance HMRC have advised KC prefix National Insurance numbers are now valid. You are now able to enter an NI Number in Employee Details Tax/NI NI Number with a KC prefix, e.g. KC694558C. Apprenticeship Levy Funding for apprenticeships is changing and employers will be required to contribute to a new Apprenticeship Levy. The Apprenticeship Levy and Apprenticeship Allowance have been introduced from the 2017/2018 tax year. Details on the legislation can be found in the Legislation Guide. Changes to the software to incorporate Apprenticeship Levy are detailed here. Important Notes: You will pay the levy if your Pay bill exceeds 3million per tax year, prorated on a monthly basis When creating a new company part way through the tax year that has been paid on another system, Pay Bill YTD and Levy Paid YTD must be manually entered into Company Alter Company Details HMRC Details Month-end Processing must be performed in order for Apprenticeship Levy and Allowance to be calculated correctly The Allowance can be split across multiple companies within the same PAYE scheme or group but the maximum allowance cannot exceed 15,000 please contact Sales if you need to do this as you will need to upgrade your software Calculations need to be performed using the Total Pay Bill for the whole PAYE scheme 11

12 Company Details A new Apprenticeship Levy tab has been added to Company Alter Company Details HMRC Details. Month-end processing will populate the table values for Pay Bill, Allowance and Levy Paid. If you start using the payroll mid-year, it is possible to enter the values to date directly into the table. Quick Calculator A new App Levy tab has been added to the Quick Calculator. This is to provide help where the levy needs to be calculated across a group of companies. RTI Changes Full Payment Submission (FPS) The FPS has been updated according to the 2017/2018 schema. Employer Payment Summary (EPS) Changes have been made to the Employer Payment Summary to cater for the 2017/2018 schema update. Earlier Year Update (EYU) Various changes have been made to the Earlier Year Update to cater for the 2016/2017 schema update. All references to NI Earnings 1d have been removed All instances of NI Earnings 1a have been renamed Earnings to LEL All instances of NI Earnings 1b have been renamed LEL to PT All instances of NI Earnings 1c have been renamed PT to UEL Sundry screen and Confirmation screen New fields have been added: Flexibly Accessing Pension Rights Pension Death Benefit Flexible Drawdown Taxable Payment 12

13 Flexible Drawdown Non-Taxable Payment Reports The following reports have also been updated with these changes: Submitted Values report Amended YTD Values report Employee YTDs Report Reports The P60 reports have been updated in line with legislative changes. These changes include: One of the NI columns has been removed and the remaining one has been renamed, due to the removal of Upper Accrual Point at the start of 2016/2017 tax year The text referring to Additional Statutory Paternity Pay has been removed as this could not be paid after the end of 2015/2016 tax year NOTE: The P60 report must be reselected from the library, after installing the update, to make sure you have the correct version. After doing Year-end Restart for your payroll companies, you need to reselect all the reports you use regularly from the Library, to ensure they are up to date. 13

14 Pensions Automatic Enrolment Pension Parameters for automatic enrolment have been updated for 2017/2018. Declaration of Compliance The following changes have been made to the Declaration of Compliance report when it is being used for Re-enrolment: Number of Eligible Jobholders re-enrolled into a pension scheme This is the total number of employees with: A Started Date on or before the Re-enrolment Date AND A Left Date either blank or after the Re-enrolment Date AND Their Worker Status in the Pay Reference Period that the Re-enrolment Date is in was Eligible Jobholder AND An AE Date in the PRP the Re-enrolment Date is in AND An Opt-out Date or Ceased Contributions Date more than 1 year before the Re-enrolment Date Number of workers in a qualifying scheme at re-enrolment This will be the total number of employees with: A Started Date on or before the Re-enrolment Date AND A Left Date either blank or after the Re-enrolment Date AND In the PRP the Re-enrolment Date is in have Member of a Qualifying Scheme ticked AND Opt-out Date and Ceased Contributions Date are blank This will not include employees who have been re-enrolled in the re-enrolment PRP Pension Output Files NOW Pension file to optionally include ER Code in Payroll No An option has been added to allow you to add ER Code to Employee Code in the PAYROLLNO field of the NOW pension file. Configure Pension Fund A new Add ER Code to Payroll No field has been added to the Create/Edit Pension Fund screen. 14

15 The field will only be available when the File Output is set to NOW. AE Configuration Tool A new Add ER Code to Payroll No field has been added to Step 8 of the AE Configuration Tool The field will only be available when the File Output is set to NOW. Other Improvements Payroll Calendar After installing the update, when accessing the Payroll Calendar from Company Payroll Calendar the following screen will appear: 4. Select a Pay Frequency to continue 5. Click Next 6. Enter the first date in the Work Period/Start Date column and the system will complete the rest for you 7. You are able to click directly into the grid to make changes to individual dates if you need to, for example if you pay slightly early in December to allow for Christmas 8. Click Finish to save and close 9. To set up the Payroll Calendar for a different pay frequency, go to Company Payroll Calendar again NOTE: When you set the Payroll Date for a company, after configuring the Payroll Calendar, you will only be able to select from the dates configured there NOTE: There are references to Remote Data Entry in the newly enhanced Payroll Calendar. These are for a future development, please contact Sales for details 15

16 Software and services available: IRIS Payroll Business IRIS Payroll Business is the ideal payroll software if you require more than 10 employees or are looking for additional features and payroll support to make running your payroll quicker and easier. KashFlow Payroll If you need to access your payroll on the go from different devices, KashFlow Payroll is the ideal solution. It is straightforward online payroll software, created specifically for small businesses. KashFlow Bookkeeping KashFlow bookkeeping makes managing your business accounts easy with invoice templates, credit control features and Automatic Bank Feeds to directly import your bank transactions. 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. 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) Telephone sales@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