Before you all disappear for xmas I have a question about QB payroll. This is for a colleague of mine and unfortunately I do not know the answer as I use 12 Pay for payroll.
They changed from Sage payroll to QB's part way through the year and the QB's helpline told them to input all the data from scratch from 6th April for each employee, now I know in 12 pay you don't have to do this as you can put the cumulative figures in to account for previous payroll done on another system. When they turned the RTI button on after inputting all the information dating back to 6th April (this had already been done on Sage), the FPS that got submitted added in the previous amounts of PAYE and NI, now they didn't realise the RTI had collated it all until they got a letter from HMRC stating they had underpaid the last month's amount by a considerable amount, when they went to investigate it further it turns out the amount that HMRC are saying they haven't paid is the amount that was paid originally when they did SAGE payroll. Hope you are all still following this!
Now what HMRC are asking for is a report from QB's to say what was actually submitted on the RTI? I have no idea how to do this through QB's or how to rectify the problem. I would have thought with QB's you could have a tab where you could put the cumulative figures in at the beginning but the help desk said the only way to do it was to input the whole lot from scratch. Now because they did this they now have this huge problem which needs to be rectified. IS there anyway of getting a report to show exactly what got submitted in the background to HMRC to prove to HMRC that they are wrong? We are not just talking a few thousand here, it is a lot of money (large payroll).
Any help would be appreciated as the staff at HMRC payment centre aren't exactly helpful as they said the payments that were made when they did the SAGE payroll would be at another office, as they only chase the non payments.
I don't know how to help I'm afraid as I too use 12Pay. However I'm confused as to why they would have to enter each month individually. I started doing a companies payroll part way through the year and just entered the cumulative figures from the payroll summaries, much the same as if you had a new employee and would be entering the figures from the P45.
Unfortunately that is what QB's helpline told them to do, and as they do their own payroll I wasn't involved in it. I also use 12 pay and can enter in the accumulative figures from a payroll that I would have taken over from a previous year.
I use QB Pro 2012 for one client and used to use the payroll part of it, although have changed to 12Pay now as it was cheaper (and better). I haven't actually used the ytd function, but sure there is one in QB...just going to look.....
OK...try this. If you go to the employee menu - Payroll setup - Setup ytd amounts. You obviously have to set up ytd amounts for each employee. Then you can run the P32 report on a monthly basis and it should show the amounts that have already been submitted as well as what has been submitted since? Give it a try and let me know how you get on.
I tried doing all that with one client and followed the instructions in the QuickBooks for Dummies book amounts which is usually pretty goodto enter the ytd. But it asks if you want to affect accounts at one point and I think I chose the wrong option and it didn't look brilliant. I managed to get away with the QB entries for that client but had to do the year end stuff manually using HMRC website as I couldn't get the reports to look right. I found the payroll bit too confusing and you can't edit the entries like you can everything else in QB so I gave up and bought moneysoft which is a lot simpler.
Yes, I agree QB payroll is confusing I think it asks if you want to affect the particular accounts if you haven't been doing payroll in QB previously and need to record the liabilities in the accounts for the year.
Edit: Hi Amanda, yes thanks had a good Christmas...over-indulged as usual
-- Edited by Stardoe on Friday 27th of December 2013 07:53:42 PM
I think it asks if you want to affect the particular accounts if you haven't been doing payroll in QB previously and need to record the liabilities in the accounts for the year.
