18/02/2014. Release Notes. Earnie TM

Transcription

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

2 Contents Earnie April Release Patch 1 April Version Pensions... 5 LGPS Bands England/Wales and Scotland... 5 Reports... 5 Timing... 5 Quick Report Writer... 5 Year to Date Summary... 6 P45s... 6 NatWest Autopay Bank Credit Report... 6 Company Costs Summary... 6 P Payroll Calculation... 6 Earnie April Release 2018 v PAYE Legislation Changes... 7 Tax Code Validation... 7 Apprenticeship Levy... 7 National Insurance... 7 Company Cars... 7 Fuel Type... 7 Recalculate... 7 Pensions... 8 Phasing Year-end Restart... 8 Automatic Enrolment Scheme... 8 Scottish Relief at Source... 8 Pension Contribution Files... 8 Teachers pension - employer deduction... 9 Monthly Data Collection... 9 Staging Date... 9 IRIS AE Suite IRIS OpenEnrol... 9 RTI Changes

3 Earlier Year Update (EYU) Sundry Screen Full Payment Submission (FPS) Serious ill health lump sum indicator Reason for Late Reporting Employer Payment Submission (EPS) Employer Alignment Submission Other Improvements Remote Payroll Entry Notifications Reminders Enable Reminders in Configure Timesheet Payroll Calendar IRIS HR Link Reports Support Hub

4 Dear Customer Welcome to your April software update for Tax Year 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 this release, read the PAYE Legislation Guide. If you encounter any difficulties, please visit: You can find the minimum system requirements on our website here. 4

5 Earnie April Release Patch 1 April Version Pensions LGPS Bands England/Wales and Scotland The Local Government Pension Scheme (LGPS) bands have been updated for the new tax year 2018/2019. New Standard Life Pension Files Standard Life have introduced the Workplace Pension Hub. This requires different pension output files from the current G2G files. Standard Life have informed us that their customers will be migrated gradually from the old Group Pension Zone to The Workplace Pension Zone. We have added the necessary file formats to the system; when Standard Life have informed you that you have been moved to the Workplace Pension Hub you will need to use these new formats: Create Pension File Standard Life WPH Enrolments and Standard Life WPH Contributions have been added to Pension Create Pension File Select File to Create screen. Configure Pension Fund We have added a Standard Life WPH option to the Pension Configure Pension Fund File Output File Format drop down list. Configure Pension Fund We have resolved an error 3163, which sometimes occurred when attempting to save the Configure Pension Fund screen. Reports Timing We have improved the time it takes to create reports. Quick Report Writer A rounding issue with certain formulae in the Quick Report Writer has been resolved. An issue with SQL selection on Quick Report Writer, which was sometimes causing incorrect totals on quick reports, has been resolved. 5

6 Year to Date Summary We have resolved an issue where SSP was showing as SPP on the Year to Date Summary, before the first payroll had been run on the software for that company. P45s We have corrected an issue where P45s were printing for all employees for some companies with Text employee codes. NatWest Autopay Bank Credit Report We have resolved an issue with this report where under certain circumstances employees were appearing twice. Company Costs Summary We have corrected an issue with the Company Costs Summary where leavers were not being included in the year to date values. P60 We have improved the alignment on the P60 IRIS Laser Single Sheet and the P60 HMRC Laser Single Sheet reports. Payroll Calculation We have resolved an issue with the payroll calculation that arose in 2018/19 tax year. If an employee was paid on a Weekly, 2 Weekly or 4 Weekly basis, then changed to Monthly for next period, on a Rerun of that period their NI Earnings were incorrect. 6

7 Earnie April Release 2018 v PAYE Legislation Changes The rates for tax, NI, Statutory Payments, Student Loans etc., have been updated for 2018/2019. Click here for further details. We have also made the following changes: 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. Apprenticeship Levy We have added an App. Levy column to Company Select Company Company Details Payment Summary that displays the amount of Apprenticeship Levy paid to date in each month. National Insurance The Tax / NI / Pension Rates report now includes the two and four weekly National Insurance bands. 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. 7

8 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) 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. Pension Contribution Files We have updated pension contributions files to ensure they use the start and end date of the pay period in which earnings are paid; that is the period containing the pay date and not the period they were earnt. This is in accordance with specifications provided by the pension providers. For further information, please read our Knowledgebase article here. 8

9 Teachers pension - employer deduction We have added a new payment/deduction Category to cater for Teachers Pension Employer contributions. This new Category always uses the same pensionable pay elements as those you have included in the Teachers Pension Employee contribution. This reduces the risk of differences between the two. Teachers Pension ER (Display) has been added to the Category section in Company Alter Payments / Deductions. It is a Display item only. If you have already configured a Teachers Pension Employer contribution you should check it and amend the Category to Teachers Pension ER (Display) if required. Monthly Data Collection When creating the Monthly Data Collection file for Teachers Pension, employees with Opt Out or Contributions Ceased date in the period are included in the file, but not included on any future files. Staging Date Following changes by The Pensions Regulator, Staging Date has changed to Duty Start Date / Staging Date throughout the software. Re-enrolment now uses Duty Start Date in the way it previously used Staging Date. This change will be visible in the following locations and on any pension-related warning messages: Pension Configure Automatic Enrolment Pension Automatic Enrolment Configuration Tool Pension Period Pension Dashboard Pension Company Pension Dashboard Employee Select Employee Employee Details Company Select Different Company Select Company IRIS AE Suite IRIS OpenEnrol We have removed Letter L0 from the software, as there will be no further Staging after February

10 RTI Changes Earlier Year Update (EYU) We have updated the EYU schema for submissions relating to tax year 2017/2018. Sundry Screen In the Flexible Drawdown frame, below Pension Death Benefit, there is a new Serious Ill Health Lump Sum tick box. Full Payment Submission (FPS) We have updated the FPS schema for submissions relating to tax year 2018/2019. Serious ill health lump sum indicator We have added two new types of payment to Company Alter Payments / Deductions in the Category section: Serious Ill Health Lump Sum (Taxable) Serious Ill Health Lump Sum (Non-Taxable) The new categories are payments after NI i.e. they do not affect NIable pay. Reason for Late Reporting LateReason will be set to H in the FPS XML file automatically, when a leaver was not paid in the current tax year or the employee has been paid in the tax year but their leaving date has been entered too late to include in the FPS. Employer Payment Submission (EPS) We have updated the EPS schema for submissions relating to tax year 2018/2019. Employer Alignment Submission The menu item for Employer Alignment Submission has been removed as it is no longer in use. 10

11 Other Improvements Remote Payroll Entry The new IRIS Remote Payroll Entry module streamlines the data collection and payroll process for Bureaus and Accountants. It consists of new features in your payroll and a new app for your clients. Payroll information from your clients is received directly into payroll ready for processing. 11

12 Notifications RPE now sends notifications: to the client when the Bureau uploads a timesheet to the Bureau when the client completes the timesheet and submits it to payroll Reminders The Reminder facility for Remote Payroll Entry enables you to switch on reminders to the client for the day the timesheet is due back and, if necessary, a number of days prior to the deadline. Enable Reminders in Configure Timesheet We have added an option to enable reminders in the Configure Timesheet screen. To do so: 1. Go to Remote Payroll Entry Configure Timesheet 2. Tick Enable Reminders 3. Enter the number of Days Before Timesheet Due the reminder should be sent, from 0 to 9 Payroll Calendar The Timesheet Due Back column in the Payroll Calendar allows you to specify the date a timesheet is due back from your client. To do this: 1. Go to Company Payroll Calendar 2. Select the relevant pay frequency (if necessary) 3. Click Configuration 4. Enter the number of days before the payroll date you need the timesheets back 5. Click Next 6. Click Finish 12

13 IRIS HR Link Reports We have added two new reports to the library to assist IRIS HR customers with integration. These replace the reports that customers previously needed to download and install manually. To install the reports: 1. Go to Reports Library Selection Miscellaneous and select IRIS HR Elements 2. Go to Reports Library Selection Summaries and select IRIS HR Employee Elements Selecting these reports from the library will overwrite any older versions without prompting you. To print the reports: 1. Go to Reports Print Other Reports and select IRIS HR Elements 2. Go to Reports Print Summaries and select IRIS HR Employee Elements Support Hub We have removed the Search the KnowledgeBase field from the Support hub in your product. Use this link to access the knowledgebase:

14 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 TM 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 TM or Earnie TM 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 TM Visit: iris.co.uk