18/02/2014. Release Notes. IRIS Payroll Basics

Transcription

1 18/02/2014 Release Notes IRIS Payroll Basics April 2017

2 Contents National Insurance... 4 Apprenticeship Levy... 4 Company Details... 5 Quick Calculator... 5 RTI Changes... 5 Full Payment Submission (FPS)... 5 Employer Payment Summary (EPS)... 5 Earlier Year Update (EYU)... 5 Sundry screen and Confirmation screen... 5 Reports... 6 Reports... 6 Automatic Enrolment... 7 Declaration of Compliance... 7 Number of Eligible Jobholders re-enrolled into a pension scheme... 7 Number of workers in a qualifying scheme at re-enrolment... 7 Pension Output Files... 7 NOW Pension file to optionally include ER Code in Payroll No... 7 Configure Pension Fund... 8 AE Configuration Tool... 8 Payroll Calendar

3 Dear Customer Welcome to your April 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 this release, read the PAYE Legislation Guide. 3

4 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 4

5 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 5

6 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. 6

7 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 Reenrolment 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. 7

8 Configure Pension Fund A new Add ER Code to Payroll No field has been added to the Create/Edit Pension Fund screen. 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: 1. Select a Pay Frequency to continue 2. Click Next 3. Enter the first date in the Work Period/Start Date column and the system will complete the rest for you 4. 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 5. Click Finish to save and close 6. 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 8

9 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