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Payroll

Sending a P452:41
Sending a P45
Sending a P602:28
Sending a P60
Finding a sent P451:29
Finding a sent P45
Finding a sent P601:10
Finding a sent P60
Checking paystubs before paying3:36
Checking paystubs before paying
EPS: Opening the EPS monthly1:28
EPS: Opening the EPS monthly
Types of pay schedules3:06
Types of pay schedules
Changing your pay schedule1:34
Changing your pay schedule
Paystub hours worked1:40
Paystub hours worked
EPS: No payroll payments1:13
EPS: No payroll payments
Paystub Tax Filing status1:12
Paystub Tax Filing status
Setting payday dates1:35
Setting payday dates
EPS: Employment Allowance1:38
EPS: Employment Allowance
Bridging from one pay schedule to another2:35
Bridging from one pay schedule to another
Downloading & printing paystubs2:29
Downloading & printing paystubs
Deleting a paystub2:11
Deleting a paystub
Deleting a pay schedule2:19
Deleting a pay schedule
EPS: Apprenticeship Levy1:37
EPS: Apprenticeship Levy
EPS: Bank account changes1:07
EPS: Bank account changes
Filing the EPS monthly0:56
Filing the EPS monthly
Changing an EPS2:08
Changing an EPS
Adding your payday bank account2:10
Adding your payday bank account
Adding the bank account to pay payroll1:36
Adding the bank account to pay payroll
Deleting a payday bank account1:10
Deleting a payday bank account
Tax forms history2:04
Tax forms history
Doing split payday payments2:39
Doing split payday payments
Minimum wage restrictions2:11
Minimum wage restrictions
Payrolling benefits & P11D's4:32
Payrolling benefits & P11D's
Employment type4:40
Employment type
Entering a National Insurance number1:32
Entering a National Insurance number
Multi-paystub PDF1:09
Multi-paystub PDF
Scheduling a future pay rate1:58
Scheduling a future pay rate
The NI category letter2:21
The NI category letter
Pay rate all6:30
Pay rate all
Tracking minimum wage2:40
Tracking minimum wage
Secondments1:23
Secondments
Setting tax codes1:57
Setting tax codes
Setting directorships1:17
Setting directorships
Setting up as an paid preparer1:33
Setting up as an paid preparer
Setting up your HMRC connection1:49
Setting up your HMRC connection
Temporarily halting pay1:46
Temporarily halting pay
Target hours2:23
Target hours
The pay summary1:54
The pay summary
Advanced tax settings1:40
Advanced tax settings
Show pay as...1:35
Show pay as...
Tax for veterans2:31
Tax for veterans
Previous employment2:00
Previous employment
49 videos, with playing time of 2 hours (total of 96 minutes)


 

Minimum wage restrictions2:11

"When and how can a person's pay be lower than the standard minimum wage?" 

If you tried to set a person's pay rate to lower than the standard minimum wage, you'd get a warning. 

To see a pay rate warning: 

  1. First, select the person on:
    Menu > People
     
  2. Then click:
    Pay > Pay
     
  3. On their:
    Rate amount, click the "Edit" button:
     
  4. Then set their Rate amount to £5 an hour, which is deliberately lower than the standard minimum wage. 
  5. Next, click: Save 
  6. And finally, you'll see the minimum wage warning that stops a person's pay rate from being too low. 

Sometimes, but rarely, there's a few times you need to pay a person lower than the standard minimum wage. 

To pay a person lower than your country's standard minimum wage: 

  1. First, turn on:
    Ignore all min. wage restrictions
     
  2. Or, alternatively, select the pay batch the person belongs to, on:
    Menu > Pay batches
     
  3. Then click:
    Settings > Advanced
     
  4. Scroll down and turn on:
    Ignore all min. wage restrictions
     
  5. Then click: Save 
  6. And finally, you won't get minimum wage warnings anymore. Now you can set the pay rate for anyone in this pay batch to lower than minimum wage. 

To set a pay rate that's lower than minimum wage: 

  1. First, go back to the same person. 
  2. Then going to the person's:
    Pay
     
  3. And setting their Rate amount to £5 an hour again. 
  4. And finally, you'll see that this now saves, even though it's lower than minimum wage. 

When setting this, please confirm that you're legally allowed to pay lower than minimum wage. There's only a few specific cases that this is allowed, including: 

  • Self-employed people, 
  • Company directors, 
  • Volunteers, 
  • And a few more. 

You can read more on GOV.UK about The National Minimum Wage and Living Wage. 

And that's it! That's everything you need to know about minimum wage restrictions! 

Updated: Sat, Apr 15, 2023.
 

Payrolling benefits & P11D's4:32

"How do I decide my payrolling benefits setting, and do my P11D?" 

Payrolling benefits is HMRC's new, and recommended approach to simplifying the tax administration of benefits in kind. 

It's an important choice because you can't change this setting once paystubs are paid for the pay batch. 

To set a pay batch's "Payrolling benefits" option: 

  1. First, select the pay batch on:
    Menu > Pay batches
     
  2. Then click:
    Settings > Advanced
     
  3. Then scroll down to the "Payroll" heading. 
  4. And click:
    Payrolling benefits?
     
  5. If you're a new company, or you've already switched to "Payrolling benefits", select the "Yes, now" option. 
  6. Some established companies may've been doing P11D's the old way, but would like to be auto-switched to the new way. If you'd like to be auto-switched, when it reaches the end of this tax year, select the "Yes, soon" option. 
  7. If you want to keep doing it the old way forever, select the "Not payrolling benefits" option. 
  8. In most cases, however, it's best to select the recommended "Yes, now" option. 
  9. But if you're still not sure, click the link to read more on HMRC's website. 
  10. And finally, click: Save 

"If I say "Yes" to payrolling benefits, what P11D's is required to submit?" 

By saying "Yes" to payrolling benefits: 

  • All this pay batch's paystubs automatically deduct taxes on benefits before the person gets their pay. 
  • This way, you won't have to submit a P11D for each person, when you reach the end of each tax year. 
  • You'll still have to do a P11D(b), but more on that later. 

"If I say "No" to payrolling benefits, what P11D's is required to submit?" 

By saying "No" to payrolling benefits: 

  • You'll still have to do a P11D(b), but more on that later. 
  • Also, when you reach the end of each tax year, you'll need to submit a P11D for each person. Alternatively, you could get your accountant to do it for you. 

To see a person's end of year P11D numbers: 

  1. First, select the person on:
    Menu > People
     
  2. Then click:
    Pay > P11D yearly totals
     
  3. Keep in mind, the "P11D yearly totals" tab only shows for people who are in a pay batch that's set to: "Not payrolling benefits" 
  4. The "P11D yearly totals" gives you all the numbers you'll need to fill in each person's P11D. 
  5. Before you start copying numbers, be sure you've picked the correct tax year. 
  6. And finally, you can click the buttons to go forward, or back, a year. 

To submit your P11D's: 

  1. First, open the link to HMRC's P11D tax form. 
  2. You'll see a note telling you HMRC's submission deadline (at the bottom of the last page), and where to send it. 
  3. And finally, if you need to know more, search on Google, or ask your accountant. 

"What do I do with the P11D(b) yearly totals?" 

Whether you say "Yes" or "No" to "Payrolling benefits", you'll still have to submit one P11D(b) for each pay batch, when you reach the end of each tax year. To make this easier, you can use the prepared yearly totals. 

To see a pay batch's P11D(b) yearly totals: 

  1. First, select the pay batch on:
    Menu > Pay batches
     
  2. Then click:
    Forms > P11D(b) yearly totals
     
  3. The "P11D(b) yearly totals" gives you all the numbers you'll need to fill in each pay batch's P11D(b). 
  4. Before you start copying numbers, be sure you've picked the correct tax year. 
  5. And finally, you can click the buttons to go forward, or back, a year. 

To submit your P11D(b): 

  1. First, click: HMRC PAYE Online 
  2. Then click the "Fill in P11D(b)" link. 
  3. To start the process, click: Next 
  4. And finally, if you need to know more, search on Google, or ask your accountant. 

Remember that regardless of whether you say "Yes" or "No" to "Payrolling benefits", every pay batch needs to submit the P11D(b). 

And that's it! That's everything you need to know about choosing your payrolling benefits setting, and doing your P11D's! 

Updated: Sat, Apr 15, 2023.
 

Employment type4:40

"How do I decide the right employment type?" 

Setting "Employment type" tells you if a person's a contractor or an employee. It also tells you whether the person gets holiday pay or pensions, along with a few other things. 

To see a person's "Employment type": 

  1. First, select the person on:
    Menu > People
     
  2. Then click:
    Pay > Pay
     
  3. And finally, Employment type 

In the list that opens, you'll see the following options: 

 

Not paid. "Not paid" is for people who are unpaid or paid elsewhere. Choosing this still lets you use all the HR features like timesheets and HR docs. 

 

Employee. "Employee" is the most common employment type. People have taxes taken off their paystubs, and get all the normal benefits like paid holidays, pensions, and Statutory Leave. 

To learn more: 

 

Zero-hour worker. Zero-hour workers get most of the same benefits as employees, like paid holidays and pensions, but don't get Statutory Leave. 

Examples of "Zero-hour worker" includes: 

  • Agency workers. 
  • Casual or short contract employees. 
  • And some freelancers. 

A person's usually a "Zero-hour worker" for either of the following. Either heir shift changes with little notice. Or, the person sometimes does work for you, but can opt not to. 

To learn more: 

 

Off-payroll worker. Off-payroll workers are contractors that HMRC says are to be taxed like employees. However, off-payroll workers don't get the benefits that employees get, like paid holidays, pensions, or Statutory Leave. 

Off-payroll workers usually work for you through their own company. A person's an "Off-payroll worker" and not an "Independent contractor" if the person would be a regular employee if you hired them directly. This can be common for IT contractors or contracts that relate to IR35. 

If you're not sure whether a person's an "Off-payroll worker", try HMRC's status checker. 

 

Independent contractor. Contractors don't have taxes taken off their paystubs. Also, contractors don't get any of the benefits employees have, like paid holidays, pensions, and Statutory Leave. 

An independent contractor runs their own business and does their own taxes. Independent contractors usually decide their own work hours, supply their own work tools, invoice you for the work done, and don't get paid for holidays. 

If you're not sure whether a person's an "Independent contractor", try HMRC's status checker. 

To learn more: 

 

CIS subcontractor. CIS subcontractors work in construction jobs and have 20 to 30 percent taken off their pay for what HMRC calls a "CIS deduction". CIS subcontractors don't get any of the employee benefits like paid holidays, pensions, and Statutory Leave. 

To learn more: 

 

Director only. This option is only for directors that don't also have a job with the company. This usually means directors get paid to attend board meetings, but aren't paid for their time worked. 

If the director also works for the company as an employee, set them as an: "Employee" 

To learn more: 

And that's it! That's everything you need to know about choosing employment types for your people! 

Updated: Sat, Apr 15, 2023.
 

Entering a National Insurance number1:32

"How do I enter a National Insurance number and make sure it's valid?" 

National Insurance numbers help HMRC keep track of people's taxes correctly. It can be found on past paystubs, tax forms, or letters from HMRC. 

To enter a National Insurance number: 

  1. First, open yourself on:
    Menu > Me
     
  2. Then click:
    Pay > Tax
     
  3. Then enter their:
    Social security number
     
  4. And finally, once you click Save, HMRC checks the name, address, legal gender, date of birth, and payroll ID. 

To fix missing info when verifying a National Insurance number: 

  1. First, if you're missing some info when verifying a National Insurance number, you'll get that something's missing. 
  2. Now, because the birthday isn't set, you'll get this warning when HMRC tries to check their National Insurance number. 
  3. To fix this, click the item that's missing. 
  4. Enter their missing info, and click: Save 
  5. Now, click: Verify NI 
  6. Their National Insurance number is now verified by HMRC again. This might take 15 to 20 seconds. 
  7. And finally, once it's finished verifying, you'll see the confirmation message, and the National Insurance number is now saved. 

And that's it! That's all you need to do to verify a National Insurance number! 

Updated: Sat, Apr 15, 2023.
 

Multi-paystub PDF1:09

"How do I get a printable PDF of paid paystubs?" 

... 

To download a printable PDF for a selection of paid paystubs: 

  1. First, select the pay batch on:
    Menu > Pay batches
     
  2. Then click:
    Pay > Already paid
     
  3. First, check the paystubs you'd like to print. 
  4. Then click:
    Show settings > Get paystubs for printing
     
  5. After a few seconds your PDF is automatically downloaded. 
  6. When you open the PDF and scroll down, you'll see it contains all the paystubs that you checked, each on it's own page, as expected. 
  7. And finally, when you're ready to print it, click the "Print" button:  

To learn more: 

  • About how to change the "PDF paper size", watch the video on: Changing PDF paper size 
  • If you'd like to see how to automatically get a printable PDF on each payday, watch the video on: Pay now full 

And that's it! That's all you need to do to download a printable PDF for a selection of paid paystubs! 

Updated: Sat, Apr 15, 2023.
 

Scheduling a future pay rate1:58

"How do I schedule a person's pay rate to change on a future date?" 

Scheduling a person's future pay rate keeps their current pay rate unchanged, until the date that you've picked for the pay change to happen. 

To schedule a person's pay rate to change on a future date: 

  1. First, select the person on:
    Menu > People
     
  2. Then go to Pay > Pay 
  3. Then click the "Schedule future rate" link. 
  4. Pick the date you'd like the pay change to start from. 
  5. You can select any pay period start date in the next 12 months. 
  6. Next, set the new future pay rate. 
  7. You could also change the rate type. 
  8. Then click: Save 
  9. Now that it's saved, you'll notice that whilst the person's main rate hasn't changed, the description has. 
  10. And finally, you'll see a note explaining when, and to what amount, this pay rate is now set to change to, on that future date. 

Keep in mind that: 

  • If you ever need their pay rate to change right now, skip all the previous steps, and instead change their rate directly. 
  • Whatever you set their future pay rate to, it can always be seen by the person. 
  • So, if the person ever wanted confirmation that their pay change was scheduled, you could always send them a link to this page. 
  • Also note, a person's future pay rate change can't be scheduled for the middle of a pay period, rather, only the start of a pay period. 
  • And only one future pay rate change can ever be scheduled. 

If the situation changes, you can always come back again and set their future pay rate again. 

Also, to delete any future pay rate, click "Edit", and then click: Delete 

In which case the person now has no future pay rate scheduled. 

And that's it! That's everything you need to know about scheduling a person's pay rate to change on a future date! 

Updated: Sat, Apr 15, 2023.
 

The NI category letter2:21

"How do I set a person's National Insurance category letter?" 

National Insurance category letters turn on discounts to a person's National Insurance contributions. Depending on the letter, this discount can benefit either the person, the employer, or sometimes both. 

To set a person's National Insurance category letter: 

  1. First, select the person on:
    Menu > People
     
  2. Then click:
    Pay > Tax
     
  3. Then scroll down to the "National Insurance" heading. 
  4. And click:
    National Insurance ... category letter
     
  5. For most people, the letter to select is: "A" 
  6. And finally, click Save, and you're done. 

Currently, HMRC's published about 20 different category letters, each with their own discounts. If you're interested, you can read more about each by reading their notes. 

In addition, you could also click the links to read more on HMRC's website. 

Sometimes, when you look through the list, you may find more than one category letter that matches the person. When more than one category letter matches a person, it's up to the employer to pick only one. 

Sometimes, some category letters are grayed out, and can't be selected. This is when a category letter isn't available for the person, based on other things you've entered, or things that haven't been filled in. 

You may notice: 

  • That "Reduced NI" is grayed out. 
  • This is because "Reduced NI" is only available to females. 

To check a person's "Legal gender": 

  1. First, click:
    Settings > Medical
     
  2. And look for:
    Legal gender
     
  3. If it's not been set, then set it. 
  4. Then click: Save 
  5. Now, when you click back to Pay, then: Tax 
  6. Then to reload the page, click the "Reload tab" button: (at the top) 
  7. And finally, you'll now see that Reduced NI can now be selected. 

Again, if you're ever not sure which one to select, set it to letter "A", which means no discount on National Insurance contributions. 

And that's it! That's everything you need to know about setting a person's National Insurance category letter! 

Updated: Sat, Apr 15, 2023.
 

Pay rate all6:30

"How do I set a person's pay rate?" 

When you invite a new person, it's important to set their agreed pay rate. 

To set a person's pay rate: 

  1. First, select the person on:
    Menu > People
     
  2. Then click:
    Pay > Pay
     
  3. Next, click: Set rate 
  4. In the popup that opens, type in their new:
    Rate amount
     
  5. And set the pay timeframe as well. 
  6. And then click: Save 
  7. And finally, now that it's saved, you'll see that the person's "Rate amount" is now set to £15 per hour. You can also see a message (at the bottom) showing their new estimated employment costs. 

To see a more detailed estimate of their employment costs: 

  1. First, click:
    Pay > Summary
     
  2. And finally, you'll then see a more careful breakdown of all their employment numbers. 

To learn more: 

  • About the calculations, hover your mouse over a number to see the calculation notes. 

And that's it! That's everything you need to know about setting a person's pay rate! 

"What's the "Per year" pay rate?" 

The "Per year" pay rate, sets the person's "Rate amount" to a fixed salary for the year. 

To set a "Per year" pay rate: 

  1. First, set it to: "Per year" 
  2. Next, type in their "Rate amount" per year. 
  3. Then click: Save 
  4. Now, to see their paystub, click:
    Pay > Paystub
     
  5. Then once their current paystub slides out on the right, you'll notice that their earnings for the current month isn't the amount you're expecting. 
  6. When you mouse over the "Earnings" number you'll see the calculation. 
  7. This shows that the person's recently been hired, and it's their first working month. This means the person's only getting paid for the worked part of the month, as expected. 
  8. However, when you click the "Next month" button, you can see next months paystub. 
  9. And finally, on the next month, you can see that the person correctly gets the full earnings of £2,000 each month. 

Alternatively: 

  1. First, if you click your way to:
    Settings > Job settings
     
  2. And set their "Date joined" to the first day of the month, and click: Save 
  3. Now, when you go back to their paystub. 
  4. And finally, their earnings for the current month, now correctly shows £2,000, because the person's worked for every day of the month. 

And that's it! That's everything you need to know about "Per year" pay rates! 

"What's the "Per month" pay rate?" 

The "Per month" pay rate is similar to the "Per year" rate. 

To set a "Per month" pay rate: 

  1. First, set it to: "Per month" 
  2. Next, set their "Rate amount" per month. 
  3. Then click: Save 
  4. Now, on their paystub... 
  5. And finally, you can see that the person correctly gets their earnings each month. 

And that's it! That's everything you need to know about "Per month" pay rates! 

"What's the "Per hour, timesheet hours" pay rate?" 

The "Per hour, timesheet hours" pay rate automatically pays people an hourly rate based on the "Done time" in their timesheets. This makes sure that people are only paid for the hours actually worked. 

To set a "Per hour, timesheet hours" pay rate: 

  1. First, set it to: "Per hour, timesheet hours" 
  2. Next, set their "Rate amount" per hour. 
  3. And finally, click: Save 

To see their paystub: 

  1. First, click:
    Pay > Paystub
     
  2. Then once the panel slides out on the right, you'll notice that you can't open their current paystub. 
  3. And finally, this is because there's no "Done time" on their timesheets. 

To put some "Done time" on their timesheets: 

  1. First, click:
    Attendance > Timesheet
     
  2. Then click: Add time 
  3. Drag the sliders to add eight hours of "Done time" for their working day. 
  4. Then click: Save 
  5. Now, when you go back to their paystub. 
  6. Their earnings now correctly shows for the hours of "Done time" submitted in a timesheet. 
  7. And finally, paying people "Per hour, timesheet hours" means that everything's tracked with the built-in timesheets. 

And that's it! That's everything you need to know about "Per hour, timesheet hours" pay rates! 

"What's the "Per hour, target hours" pay rate?" 

The "Per hour, target hours" pay rate automatically pays people an hourly rate based on their target hours. 

To set a "Per hour, target hours" pay rate: 

  1. First, set it to: "Per hour, target hours" 
  2. Next, set their "Rate amount" per hour. 
  3. Then click: Save 
  4. Now, to see their paystub, click:
    Pay > Paystub
     
  5. Then once their paystub slides out on the right, you'll now see that their earnings are based on their target hours, as expected. 
  6. And finally, when you mouse over the "Earnings" number you'll see the calculation. 

To see more detail on a paystub's hours worked: 

  1. First, click the "Hours worked" link. 
  2. You'll now see the hours worked for each day in the pay period, with a total (at the bottom). 
  3. Now back to the paystub. 
  4. If you ever need to adjust the person's target hours, click the "target hours" link. 
  5. And finally, this can be changed at any time, up until the paystub's paid. 

Sometimes you may need to make a one-time manual adjustment to a person's hours. Maybe the person's worked extra hours and you've agreed to pay extra. Or maybe the person's missed a few days and it's understood that there's less pay for less hours. 

To manually adjust a person's hours: 

  1. First, click the "adjust hours" link on their "Earnings" row. 
  2. Decide if you're removing or adding hours. 
  3. Next type in the number of hours, or press the up and down arrows. 
  4. Then click: Save 
  5. Now that it's saved, you can see that both the hours and the pay calculation have changed. 
  6. And finally, this makes the "Per hour, target hours" pay rate a flexible way to pay people by the hour, without doing timesheets. 

And that's it! That's everything you need to know about "Per hour, target hours" pay rates! 

Updated: Sat, Apr 15, 2023.
 

Tracking minimum wage2:40

"How do I set a person's pay rate to track minimum wage?" 

... 

When setting a person's pay rate to minimum wage, there's two tricky problems you'll need to keep on top of: 

  1. First, the minimum wage, as set by the government, may change from year-to-year. 
  2. And finally, for younger people, you may need to update their pay rate on the day their age moves into an adult age bracket. 

With one switch, 1st Money takes care of both problems. It's called "Tracking minimum wage". Once it's turned on, 1st Money automatically updates the person's pay rate. This pay rate's then updated whenever the government releases new minimum wage rules, and updated whenever a person's age changes. It's set and forget! 

To turn on minimum wage tracking: 

  1. First, select the person on:
    Menu > People
     
  2. Then click:
    Pay > Pay
     
  3. Then click the person's rate amount, or if no rate amount is set yet, click: Set rate 
  4. Now, turn on: Tracking minimum wage 
  5. You'll now see their "Rate amount" box goes gray, and shows the letters: "(mw)" 
  6. This indicates that their "Rate amount" is now locked to the minimum wage. 
  7. Then click: Save 
  8. To understand how their rate was set, read the see notes and links. 
  9. And finally, if you later decide to pay higher than minimum wage, turn it off again. 

To understand how a younger person's "Date of birth" affects their pay rate, when "Tracking minimum wage": 

  1. First, click:
    Date of birth
     
  2. Set them to 17 years, and 364 days old. In other words, the person's almost 18, but still not quite. 
  3. Then click: Save 
  4. Now you can see their "Rate amount" is correctly set to the lower 17 year old rate. 
  5. Next, change their "Date of birth" again. 
  6. Then change their "Date of birth" by two days, so the person's now 18 years, plus one day old. In other words, the person's now two days older. 
  7. Then click: Save 
  8. And finally, now you can see their "Rate amount" has automatically increased, and is correctly set to the 18 year old's higher rate. 

From now on, if you intend to keep the person on minimum wage, keep this setting as is. Each year, their minimum wage is automatically kept up-to-date with changes in government rates, and it's constantly adjusted for their age. 

And that's it! That's all you need to do to set a person's pay rate to track minimum wage! 

Updated: Sat, Apr 15, 2023.
 

Secondments1:23

"How do I set a person's secondment?" 

Secondment is where a person is temporarily sent by their company to work in an overseas branch of the same company. Usually this is to exchange experience and skills, or to replace other workers. 

To set a person's secondment options: 

  1. First, select the person on:
    Menu > People
     
  2. Then click:
    Pay > Tax
     
  3. Then scroll down and click the heading "Secondment", to expand its three options. 
  4. First, click:
    Seconded from company in another country and select the option that best fits the person's situation.
     
  5. If you're not sure which option to select, click the HMRC link, to read more. 
  6. Second, turn on
    EEA citizen if the person's a European Economic Area citizen, and can show it with a passport image. Again, if you're not sure, read more on the HMRC link.
     
  7. And third, turn on
    Included in an expatriate modified scheme if the person's in an EPM6 (Employment Procedures Modified, Appendix 6) scheme. Like before, if you're not sure, read more on the HMRC link.
     
  8. And finally, click: Save 

And that's it! That's everything you need to know about entering a person's secondment settings! 

Updated: Sat, Apr 15, 2023.
 

Setting tax codes1:57

"How do I set a person's tax code?" 

Before a person can be paid, you first have to enter their tax code. 

To set a person's tax code: 

  1. First, select the person on:
    Menu > People
     
  2. Then click:
    Pay > Tax
     
  3. If you already have the person's tax code, type it in. 
  4. Or, you can click Examples, and select one from the list. 
  5. For whatever tax code you enter, you'll see that the note is automatically updated, explaining what the new tax code letters mean. 
  6. If the tax code you enter is an emergency tax code, you'll see that Emergency tax code? is automatically turned on for you too. 
  7. And finally, click: Save 

Keep in mind that: 

  • Tax codes are two to seven characters long, and are assigned by HMRC. 
  • Tax codes set how much income tax is deducted by the employer on payday. 
  • If the tax code's wrong, then the employer may be deducting either too much or too little tax. 
  • You can find tax codes on past paystubs, tax forms, or letters from HMRC. 
  • If a person can't find their tax code, or their situation's changed, ask them to call HMRC on: 0300 200 3300 
  • Also, occasionally HMRC may send a change to a person's tax code, through a P6 or P9 coding notice. If HMRC sends one, your tax code is automatically updated. You won't have to do anything. 
  • Any time a person's tax code is automatically updated, two emails are sent. One email to the person, and also one email to their pay batch's payday admin. 

And that's it! That's everything you need to know about setting a person's tax code! 

Updated: Sat, Apr 15, 2023.
 

Setting directorships1:17

"How do I set a person as a director?" 

A director is a person who's legally responsible for running a company and making sure company accounts are properly prepared. 

To set a person as a director: 

  1. First, select the person on:
    Menu > People
     
  2. Then click:
    Pay > Tax
     
  3. Then scroll down to the "Directorships" heading. 
  4. Once you turn on Is a director..., you'll see three additional options. 
  5. First, enter the date that you first started being a director. The start date is required. 
  6. Second, this end date is optional and is kept empty in most cases. Come back and fill it in if, one day, your directorship comes to an end. 
  7. And third, turn on
    Director NICs using alternative method, if you also get regular pay from this company, like a salary or wage.
     
  8. And finally, click: Save 

In some cases, you may be the director of your own company, and may even be the only employee in the company. Even so, still turn yourself on as a director. 

And that's it! That's everything you need to know about setting a person as a director! 

Updated: Sat, Apr 15, 2023.
 

Setting up as an paid preparer1:33

"How do I set myself up as an paid preparer with my Government Gateway account?" 

Connecting to "HMRC online services for agents", through your Government Gateway account, lets you submit on behalf of other companies as an paid preparer. 

To connect your Government Gateway account: 

  1. First, open yourself on:
    Menu > Me
     
  2. Then click:
    Pay > Paid preparer
     
  3. And turn on:
    Are you an paid preparer, accountant, or bookkeeper?
     
  4. Then scroll down to the "HMRC Tax Filing ... tax agent" heading. 
  5. Before continuing, read through the notes to see if you've got things like a "Government Gateway account" and an: "agent code" 
  6. Next, enter your
    Government Gateway user ID and:
    Government Gateway password
     
  7. And then click: Save 
  8. All your details are now checked by HMRC, and in a few seconds you'll see the confirmation message. 
  9. Getting this confirmation message means your connection details are now saved. You won't have to enter them again. 
  10. And finally, now that you're connected, you're all ready to submit to HMRC on behalf of as many companies as you're providing tax services to. 

Optionally, you can also store your contact details to be sent with HMRC submissions. This helps HMRC know who to go to if HMRC has questions. 

And that's it! That's all you need to do to connect to HMRC as an paid preparer! 

Updated: Sat, Apr 15, 2023.
 

Setting up your HMRC connection1:49

"How do I set up a connection to HMRC?" 

Before paying UK paystubs, you'll first need to set up a connection to HMRC. This lets HMRC assign your tax payments to your exact company account. 

To set your company's HMRC account details: 

  1. First, select the pay batch on:
    Menu > Pay batches
     
  2. Then click:
    Settings > HMRC Tax Filing
     
  3. Enter your:
    Accounts Office reference You can find this on the welcome letter HMRC sent when you first registered as an employer.
     
  4. And finally, enter your
    Employer PAYE reference This is also found on the same welcome letter, in your Government Gateway account, or on other letters and emails from HMRC.
     

To set up your connection to HMRC: 

  1. First, scroll down to the "HMRC connection ... company" section. 
  2. Then enter your company's:
    Government Gateway user ID
     
  3. And then your:
    Government Gateway password
     
  4. Next, click: Save 
  5. All your details are now checked by HMRC, and in a few seconds you'll see the confirmation message. 
  6. And finally, getting this confirmation message means your company's connection details are now saved. You won't have to enter them again. 

Keep in mind that: 

  • Now that you're all connected, you're ready to submit payroll each payday. 
  • If you've got more than one pay batch, you'll need to do each step again, for each of your other pay batches. 
  • It's fine to reuse the exact same connection details for each pay batch if the pay batch's belong to the same company. 

And that's it! That's everything you need to know about setting up a connection to HMRC! 

Updated: Sat, Apr 15, 2023.
 

Temporarily halting pay1:46

"How do I temporarily halt the pay of one of my people?" 

If you turn on Temporarily halt pay, the person won't get paid. The person won't have any paystubs paid until a person turns Temporarily halt pay off again. This option doesn't block the person in any other way. The person can still login, do timesheets, and everything else. 

To learn more: 

To turn on "Temporarily halt pay" for a person: 

  1. First, select the person on:
    Menu > People
     
  2. Then click:
    Settings > Permissions
     
  3. And finally, turn on:
    Temporarily halt pay
     

To see how a person's "Temporarily halt pay" looks when paying paystubs: 

  1. First, select the pay batch on:
    Menu > Pay batches
     
  2. Then:
    Pay > Pay now
     
  3. And finally, you'll see that the row for the halted person is grayed out. You can pay the other people, but not the halted person. 

To turn off "Temporarily halt pay": 

  1. First, click the orange warning. 
  2. This takes you straight to that person's Temporarily halt pay setting. 
  3. And finally, once you turn it off, the orange warning goes away, and you can now pay them through: "Pay now" 

Please be aware that it may be illegal to not pay a person on the date their pay is due. This option is included for your convenience. You'll need to do your own research to decide when to turn on:
Temporarily halt pay
 

And that's it! That's all you need to do to temporarily halt one of your people's pay! 

Updated: Sat, Apr 15, 2023.
 

Target hours2:23

"How do target hours get used?" 

A person's target hours sets how many hours, each day, a person usually works. 

To see a person's target hours: 

  1. First, select the person on:
    Menu > People
     
  2. Next, go to their Pay > Pay 
  3. And scroll down to their:
    Target hours per week
     
  4. And finally, you'll see the person's current target hours a day, and total hours a week. 

To change a person's target hours: 

  1. First, to 4 hours a day, from Monday to Thursday, and 6 hours on Friday. 
  2. Next, drag one of the blue sliders to 4. 
  3. You'll see that all the Monday to Friday sliders have moved together, and that the total hours is now 20 hours a week. 
  4. Next, scroll down a bit and turn off: Move weekday sliders together 
  5. Now you can drag only the Friday slider, on its own, to 6 hours. 
  6. This now brings the total hours to 22 hours a week. 
  7. By default, if you don't change it when you invite a new person, the target hours are set to 40 hours a week. This is set as 8 hours a day, Monday to Friday. 
  8. And finally, you can change the target hours anytime, between paydays. The target hours are mainly only looked at on payday itself, when calculating pay. 

Keep in mind that: 

  • Target hours are also used in paid time off. So, if a person's target hours was 4 hours a day, from Monday to Thursday, and 6 hours on Friday. If the person took a Friday off, the person would get 6 hours of paid time off. But, if the person took a Thursday off, the person would only get 4 hours of paid time off. 
  • Target hours are used when calculating estimates on pay and taxes for hourly paid people. When you set a person's pay and click Save, you can see the person's new pay estimates. 
  • Target hours are used when you set a person to hourly paid, but don't expect them to submit timesheets. 
  • And target hours are occasionally used by a very small number of advanced repeat payables that're tied to an estimate of a person's weekly working hours. 

And that's it! That's everything you need to know about how target hours get used! 

Updated: Sat, Apr 15, 2023.
 

The pay summary1:54

"What's the pay summary for?" 

The pay summary gives you a one page snapshot of a person's pay. 

To see a person's pay summary: 

  1. First, select the person on:
    Menu > People
     
  2. Then click:
    Pay > Summary
     
  3. And finally, you'll see a one page summary that estimates all the main numbers of a person's pay. 

To understand each part of a pay summary: 

  1. First, (at the very top) click Print. Printing this page gives you a nicely formatted, single page summary, of a person's pay. Sometimes a pay summary page can be useful, as an estimate of a person's pay, when you're offering them a job. 
  2. Next down from the top, this big number is the person's gross pay. If it's shown as a yearly amount, but if you want to see it monthly, click the "per year" link. 
  3. Next is this short explanation on how the person's paid. Again, click any of the links if you want to change some of the settings. 
  4. The main area of the page is the numbers. When you hover your mouse over some of the numbers, you'll see the segments of the pie charts light up. You'll also see explanations of how some of the numbers were calculated. 
  5. And finally, the "Employer taxes" (at the bottom of the page). This section shows you your additional employer costs, like employer taxes and pensions. This section doesn't show up for people who don't have payroll permissions, and also doesn't show on the print version. 

Keep in mind that: 

  • Overall, this page can be a useful tool in helping people understand an estimate of their pay, however it's an estimate only. 
  • Some numbers may work out differently in the day-to-day running of real life payroll. 

And that's it! That's everything you need to know about a person's pay summary! 

Updated: Sat, Apr 15, 2023.
 

Advanced tax settings1:40

"What are the advanced tax settings?" 

There's four advanced tax settings that occasionally you may need to set. 

To set a person's advanced tax settings: 

  1. First, select the person on:
    Menu > People
     
  2. Then click:
    Pay > Tax
     
  3. Then scroll down and click the heading "Advanced", to show its contents. 
  4. First, is:
    RTI Payroll ID This must always have something in it, and must never be empty. If you've migrated the person over from another payroll platform, you must enter the "RTI Payroll ID" used on the other platform. This allows HMRC to match up their records, throughout the tax year, from both platforms.
     
  5. Next, is
    Irregular employment payment pattern. This is for when the person isn't being paid regularly. This includes when you won't be paying them for 3 months, or more. Like, for casual employees, or when on long-term sick leave. Check out the HMRC link, to read more.
     
  6. Next, is
    Earnings are for more than one job. This is for when the person's got multiple jobs. But only for when it's with this company, or with associated businesses. See the HMRC link, to read more.
     
  7. And finally, is
    Payments are to a non individual. This is for when payday payments aren't made to the person. Instead, payday payments are made in the name of "a personal representative, trustee or corporate organization". Click the HMRC link, to read more.
     

And that's it! That's everything you need to know about advanced tax settings! 

Updated: Sat, Apr 15, 2023.
 

Show pay as...1:35

"What does the "Show pay as" setting do?" 

The "Show pay as" setting allows you to show pay info, like each person's salary, as either a yearly or monthly amount. 

To set "Show pay as", for all people in a pay batch: 

  1. First, select the pay batch on:
    Menu > Pay batches
     
  2. Then click:
    Settings > Advanced
     
  3. Then scroll down to the "Payroll" heading. 
  4. And click:
    Show pay as...
     
  5. And change it to your preferred pay time period. 
  6. And finally, click: Save 

To see how a "Show pay as" change looks: 

  1. First, open a person who's in this pay batch. 
  2. And go to their:
    Pay > Summary
     
  3. And finally, you can now see that the person's pay is now shown as a monthly amount, as expected. 

To set it back to yearly: 

  1. First, click the "per month" link. 
  2. Then when the pay batch's "Advanced" settings slides out on the right... 
  3. Change it back to: "Yearly" 
  4. And it automatically saves, and reloads. 
  5. And finally, you can again see the person's pay shown as a yearly amount. 

Keep in mind that: 

  • The "Show pay as" setting can be changed whenever you like, and has no effect on taxes or other calculations. 
  • However, a change to this setting affects every person in the pay batch. 

And that's it! That's everything you need to know about a pay batch's "Show pay as" setting! 

Updated: Sat, Apr 15, 2023.
 

Tax for veterans2:31

"What tax settings do I need to set for a veteran?" 

If you employ a veteran, you get tax relief from the government for the first 12 months after the veteran start's their first job. This tax relief could mean that the employer doesn't have to pay any employer National Insurance for the veteran's first 12 months. 

To set a person's veteran tax settings: 

  1. First, select the veteran on:
    Menu > People
     
  2. Then click:
    Pay > Tax
     
  3. Then scroll down to the "National Insurance" heading. 
  4. Next, to decide if the veteran qualifies. 
  5. Find out if this is their first job since leaving the armed forces. If "Yes", then set their "National Insurance category letter" to: "V" 
  6. Otherwise, find out when, after leaving the armed forces, their "first job start date" was. If it's not yet been 12 months since their "first job start date", then also set their "National Insurance category letter" to: "V" 
  7. In all other cases, if it's been over 12 months since their "first job start date", set their "National Insurance category letter" to something else. 
  8. If you've set their "National Insurance category letter" to: "V" 
  9. You'll see a new heading appear, called: "Qualifying veteran" 
  10. Next, select if this is their "first job as a veteran", or if the veteran's: "had another job" 
  11. Then if the veteran's "had another job", enter their:
    Date of first civilian employment
     
  12. Next, upload, or take a photo of a document that shows their armed forces employment. 
  13. And finally, after you've selected the document, your changes are now auto-saved. 

Examples of an approved document to upload, include: 

  • Their discharge papers. 
  • Their identification card, which shows their time in the armed forces. 
  • Their letter of employment, or contract with the armed forces. 
  • Or their P45, from leaving the armed forces. 

Keep in mind that: 

  • A veteran includes any person that's ever served in any regular branch of the British Armed Forces. This includes: the Royal Navy, the British Army, and the Royal Air Force. 
  • And that the qualifying period begins on the first day of the veteran's first civilian employment, since leaving the armed forces, and ends 12 months later. 

And that's it! That's everything you need to know about tax settings for a veteran! 

Updated: Sat, Apr 15, 2023.
 

Previous employment2:00

"When do I need to enter a person's previous employment pay and tax amounts?" 

When setting pay for a new person, there's two previous employment pay and tax amounts that you may need to enter. Both come from the person's P45. 

To set a person's previous employment pay and tax amounts: 

  1. First, select the person on:
    Menu > People
     
  2. Then click:
    Pay > Pay
     
  3. Then scroll down to the "Previous employment" heading. 
  4. Now, look on the paper P45 form you've been given. Find their "Total pay to date", and enter it into the first box. 
  5. Next, also on their P45, find their "Total tax to date", and enter it into the second box. 
  6. And finally, click: Save 

Remember to include in their pay and tax amounts: 

  • Any previous employment before joining your company. 
  • And only for the current tax year, starting 6th of April, until now. 
  • Ignore any amounts from previous tax years. This includes if there's been a gap of unemployment and their P45's from a previous tax year. 
  • If a person didn't have any previous employment, instead leave it empty. 
  • Also, occasionally HMRC may send a correction, through a P6 or P9 coding notice. If HMRC sends a correction, the person is automatically updated. You won't have to do anything. 
  • And once the date rolls around to the new tax year, on the 6th of April, the pay and tax amounts are automatically wiped. Again, you won't have to do anything. 
  • Any time a pay or tax amount is automatically updated, two emails are sent. One email to the person, and also one email to their pay batch's payday admin. 

And that's it! That's everything you need to know about entering a person's previous employment pay and tax amounts! 

Updated: Sat, Apr 15, 2023.
 

Accounting

 
 

To post your paystub data to QuickBooks, first connect it (you only do this once).

Connect0:43

"How do I connect to Quickbooks?" 

... 

To connect your Quickbooks account to a pay batch: 

  1. First, select the pay batch on:
    Menu > Pay batches
     
  2. Then click:
    Settings > Pay batch settings
     
  3. On the "Setup" tab, scroll down to "Accounting package" and select: "Quickbooks" 
  4. Then click: Connect Quickbooks 
  5. If asked, enter your email and password and click: "Sign In" 
  6. Then click: Authorize 
  7. And finally, now you're connected to Quickbooks. 

And that's it! That's everything you need to know about connecting to Quickbooks! 

 

Feel free to change the automatically created default expense and payable accounts.

Changing accounts0:44

"How do I change the default accounts?" 

... 

To change a default account that paystubs are submitted to: 

  1. First, select the pay batch on:
    Menu > Pay batches
     
  2. Then click:
    Settings > Pay batch settings
     
  3. In the "Accounting package" section, click: Configure 
  4. This is where you can customize where each of your 1st Money payroll debits and credits get recorded in your accounting package. 
  5. Change the accounts one by one until you're happy. 
  6. And finally, click: Save 

And that's it! That's everything you need to know about changing a pay batch's default accounts! 

 

Once your paystubs are paid you're only one click away from posting your accounting data into QuickBooks.

Send to0:48

"How do I send paystubs to Quickbooks?" 

... 

To send recently paid paystubs to Quickbooks: 

  1. First, select the pay batch on:
    Menu > Pay batches
     
  2. Then click:
    To-do
     
  3. If you have some recently paid paystubs, you'll see: "Send paystubs to accounting" 
  4. Click it, and your paystubs are posted to Quickbooks. 
  5. Once sent, you can click the same to-do item to see the accounting data in history. 
  6. Each accounting data has a "See in Quickbooks" link. 
  7. And finally, click it to see the matching entry in your Quickbooks account. 

And that's it! That's everything you need to know about sending paystubs to Quickbooks! 

Updated: Mon, Sep 11, 2023.
 

EPS Employer Payment Summary

 

EPS: Opening the EPS monthly1:28

"How do I open the EPS monthly?" 

 

The EPS monthly lets HMRC know about any non-payroll monthly changes happening in your business. 

  • If your business doesn't have any non-payroll monthly changes, the EPS doesn't need to be filed for that tax month. The tax month is always the 6th of the month to the 5th of the next month. 
  • If your business does have non-payroll monthly changes during the tax month, the EPS's due by the 19th of the next month. 
  • If 1st Money detects your business has changes to file, the payday admin automatically gets a reminder email by the 17th. 

To see a pay batch's EPS monthly: 

  1. First, select the pay batch on:
    Menu > Pay batches
     
  2. Check you're on the To-do tab. 
  3. And finally, scroll down, and click:
    EPS monthly
     

To understand what parts of an EPS get submitted to HMRC: 

  1. First, once it's open, you'll see the EPS contains seven headings. Click any heading to open or close each section. 
  2. Only sections that'll be filed to HMRC now shows the check:  
  3. And finally, if there's any section you don't want to file to HMRC, it won't be filed if you close it back to the square:  

And that's it! That's all you need to do to see an EPS monthly! 

Updated: Sat, Apr 15, 2023.
 

EPS: No payroll payments1:13

"How do I tell HMRC when I've got no payroll payments?" 

Letting HMRC know that you've got no payroll to pay helps you avoid penalties or owing extra taxes. 

To learn more: 

To tell HMRC that you don't expect to have any payroll payments for a few months: 

  1. First, check: "No payroll payments ... ongoing" 
  2. Then select the month that matches the last date you don't expect to pay payroll until. 
  3. If you didn't have any payroll payments for this month, or in other words, the tax month recently ended, the following happens. 
  4. 1st Money detects that you didn't pay any payroll payments, and automatically checkmarks "No payroll payments ... this month" for you. 
  5. And finally, if in fact you did pay payroll payments, either elsewhere or not in 1st Money, do the following. This section won't be filed to HMRC if you uncheck the section back to the square:  

And that's it! That's everything you need to know about reporting no payroll payments! 

Updated: Sat, Apr 15, 2023.
 

EPS: Employment Allowance1:38

"How do I tell HMRC when I've got Employment Allowance changes?" 

... 

To learn more: 

To make changes to your Employment Allowance: 

  1. First, check:
    Employment Allowance
     
  2. Then click the "Edit Employment Allowance" link. 
  3. Make any changes you want to, then click: Save 
  4. And finally, back on the EPS monthly, you'll see that the "Employment Allowance" heading now has changes to file to HMRC. 

Keep in mind that: 

  • Letting HMRC know about changes in your eligibility for Employment Allowance helps you pay the correct amount of National Insurance. 
  • If you're eligible for Employment Allowance, 1st Money automatically checkmarks "Employment Allowance" on the first EPS of the tax year or whenever there's a change. 
  • Once you've claimed Employment Allowance, HMRC remembers your claim for the rest of the tax year. 
  • You probably can't claim Employment Allowance if your "de minimis state aid" over the last 3 years is above a certain threshold. Your exact threshold depends on your company's business sector. You can read more on GOV.UK about Employment Allowance. 
  • If your Employment Allowance claim is rejected by HMRC, you'll get the rejection message from HMRC forwarded to you, letting you know why. 

And that's it! That's everything you need to know about reporting changes to your Employment Allowance! 

Updated: Sat, Apr 15, 2023.
 

EPS: Apprenticeship Levy1:37

"How do I file my Apprenticeship Levy to HMRC?" 

... 

To learn more: 

To set your "Apprenticeship Levy" when it's your first time to reach HMRC's £3 million threshold: 

  1. First, click:
    edit "Apprenticeship Levy"
     
  2. Set "Apprenticeship Levy" to: "Yes ... paying Apprenticeship Levy". You only need to turn this on if your "annual pay bill" is more than £3 million per year for all your connected companies. 
  3. Now, back on the EPS monthly, you'll see that "Apprenticeship Levy" is now checked automatically. 
  4. From now on 1st Money automatically calculates your: "Levy due YTD" 
  5. And finally, you'll have to file Apprenticeship Levy every month, even if the "Levy due YTD" is £0.00. 

To calculate your: "Levy due YTD" 

  1. First, the software automatically removes 1/12th of what you've currently set the "Apprenticeship Levy allowance" to. 
  2. The maximum Apprenticeship Levy allowance is £15,000 yearly, split between all your connected companies. 
  3. If you want to reduce this allowance for this pay batch, click the "Edit" button:  
  4. And finally, if you're using the entire £15,000 in one of your other connected companies, drag the slider to set it to £0. 

And that's it! That's everything you need to know about reporting your Apprenticeship Levy! 

Updated: Sat, Apr 15, 2023.
 

EPS: Bank account changes1:07

"How do I send HMRC my bank account for tax refunds?" 

... 

To learn more: 

Anytime 1st Money detects changes to the details of your "Bank to source payments from", including when you set them for the first time, you'll be prompted you to re-send them to HMRC. This is so HMRC knows where to pay you back for any of your tax refunds. 

To see how your EPS looks if banking changes have been detected: 

  1. First, check your EPS looks correct, when you're about to send bank details to HMRC. 
  2. If any of the bank details aren't correct, to make your changes before sending, click an "Edit" button:  
  3. And finally, once you've filed this EPS, HMRC now has your updated bank details to send you any tax refunds. 

And that's it! That's everything you need to know about sending your bank details to HMRC! 

Updated: Sat, Apr 15, 2023.
 

Filing the EPS monthly0:56

"How do I file the EPS monthly?" 

Once you've reviewed all the sections of the EPS, you'll be ready to file it. 

To file an EPS monthly: 

  1. First, click: File EPS with HMRC (at the bottom) 
  2. It usually takes 15 to 20 seconds for HMRC to finish processing your EPS and send back your submission confirmation. 
  3. Once it's finished, you'll see your confirmation receipt. 
  4. And finally, back on your To-do list, you'll see the checkmarks. This shows that the EPS was filed successfully. 

To learn more: 

  • About making changes to an EPS that's already been filed, watch the video on: Changing an EPS 

And that's it! That's everything you need to know about filing an EPS monthly! 

Updated: Sat, Apr 15, 2023.
 

Changing an EPS2:08

"How do I change an EPS after it's already filed to HMRC?" 

... 

To change or update an EPS that's already filed: 

  1. First, select the pay batch on:
    Menu > Pay batches
     
  2. Once it's open, check you're on the To-do tab. 
  3. Then click the EPS you'd like to change. 
  4. In the panel that slides out on the right, scroll down and click: Change this EPS 
  5. This'll take you to the page where you enter your changes to the EPS that's open. 
  6. Keep in mind that you don't have to re-enter everything. Suppose you originally sent both banking and other changes. Then say, you later wanted to further update only the banking. In this case, refile the banking section only. The other changes are still kept by HMRC, and not overwritten. 
  7. When you're ready, click: File EPS with HMRC 
  8. Like before, it usually takes 15 to 20 seconds for HMRC to finish processing the EPS and send back your submission confirmation. 
  9. And finally, you'll see your confirmation receipt. 

Keep in mind that: 

  • You can't change an EPS after the 19th of the month. In other words, an EPS for the tax month ending on the 5th, has a 14-day change window. 
  • You're free to refile as many EPS changes as you like during the 14 day change window. Once it's the 19th of the month, however, the EPS is locked by HMRC. 
  • The exception is the "March EPS", which is the last EPS of the tax year. It doesn't get locked for 12 months, so you can make changes during this time. 
  • Also keep in mind, some changes, like changing bank account details, can instead be filed in next month's EPS. 
  • Be advised however, "Recoverable amounts" and "Apprenticeship Levy" need to be accurate for the current month. 

And that's it! That's everything you need to know about changing an EPS! 

Updated: Sat, Apr 15, 2023.
 

Payees

 

Adding your payday bank account2:10

"How do I add my bank account for my payday payments?" 

Payees are the place you store the bank account details that you want bank payments to be made to or from. 

You'll find them used in places like person, pay batch, and repeat payables. 

To add a payee: 

  1. First, open yourself on:
    Menu > Me
     
  2. Then click:
    Pay > Payday bank account
     
  3. Next, click:
    Payee for payday
     
  4. Then click: New 
  5. Once the panel slides out on the right, you'll see that it's already set as a "Personal" account. You'll also see that it's already entered your first and last names. 
  6. You're welcome to change any of the details, but mostly you only need to type in your
    Account number, and:
    Routing number
     
  7. In most cases it correctly sets your bank logo. 
  8. If the bank logo's wrong, instead select the correct bank yourself. 
  9. Then click: Save 
  10. This time, when you click "Payee for payday", you'll now see your new payee in the list. 
  11. Click it, to select it. Then click: Save 
  12. And finally, from now on, all your payday payments are now paid to this bank account. 

To change a payee: 

  1. First, click:
    Payee for payday
     
  2. Then click: Edit 
  3. A common change is to set the:
    Display name
     
  4. Or to change the appearance and color. 
  5. Once you're happy with your changes, click Save, and you'll instantly see your changes show up. 
  6. Feel free to add as many payees as you like. You can always switch between payees anytime, and from the moment you click Save, all future payday payments, from then on, are paid into your newly selected bank account. 
  7. And finally, setting and changing your payee bank accounts is something only you can do. Even admins can't change it. This gives you the security of knowing that your money always gets paid to exactly where you decide for it to be paid. 

And that's it! That's all you need to do to add or change your bank account for your payday payments! 

Updated: Sat, Apr 15, 2023.
 

Adding the bank account to pay payroll1:36

"How do I add my company's bank account to pay payroll from?" 

In most cases, when you submit your payroll taxes to HMRC, details about the company's bank account also needs to be submitted. 

This means you need to add your company's bank account to a newly created pay batch. 

To create a brand new pay batch: 

  1. First, click:
    Menu > Pay batches > New pay batch
     
  2. And finally, type in the pay batch's name. 

To add your company's bank account: 

  1. First, scroll down to "Bank to source payments from" and click:
    Payee for payday
     
  2. Then click New to create a new payee. 
  3. Once the panel slides out on the right, you'll see that it's already set as a "Business" account, and has already entered your business name. 
  4. You're welcome to change any of the details, but mostly you only need to type in your
    Account number, and:
    Routing number
     
  5. In most cases it correctly sets your bank logo. 
  6. If the bank logo's wrong, instead select the correct bank yourself. 
  7. Then click: Save 
  8. This time, when you click "Payee to source from", you'll now see your new payee in the list. 
  9. Click it, to select it. Then click: Save 
  10. And finally, from now on, all your payroll tax submissions to HMRC submit this account as your company's bank account. 

And that's it! That's all you need to do to add your company's bank account to pay payroll from! 

Updated: Sat, Apr 15, 2023.
 

Deleting a payday bank account1:10

"How do I delete a payday bank account?" 

... 

To delete a payee: 

  1. First, open yourself on:
    Menu > Me
     
  2. Then click:
    Pay > Payday bank account
     
  3. Next, click:
    Payee for payday
     
  4. Then click the "Edit" link on the payee you'd like to delete. 
  5. Once the panel slides out on the right, to open it in a new tab, click the three dots: (in the top-right corner) 
  6. Then click: Open in new tab 
  7. Next, click: More 
  8. Then: Delete 
  9. Then: Yes ... delete 
  10. Some of the time you may get this warning asking you to move your payday payments to a different payee. 
  11. If so, click Move, and select your replacement payee. 
  12. Your original payee is now deleted. 
  13. Then to reload the page, click the "Reload tab" button: (at the top) 
  14. And finally, you'll see that your payday payments are now set to be paid to your replacement payee. 

And that's it! That's all you need to do to delete a payday bank account! 

Updated: Sat, Apr 15, 2023.
 

Doing split payday payments2:39

"How do I split my payday payments between two bank accounts?" 

Sometimes you may want to have your payday payments split across two different bank accounts each payday. 

To set up a fixed amount split payment: 

  1. First, open yourself on:
    Menu > Me
     
  2. Then click:
    Pay > Payday bank account
     
  3. Next, click: "No split payments" 
  4. Then select: "Yes, split payment ... by amount" 
  5. Next, type the amount you want paid to this second bank account each payday. 
  6. Then select the payee bank account that this amount is to be paid to each payday. 
  7. Then click: Save 
  8. And finally, the split payment's now all set up and £300 gets deposited into the person's savings account each payday. 

Now, after the payday admin's paid your split payment. 

To see your split payments on your own paid paystubs: 

  1. First, click More, then: Download PDF 
  2. Once the paystub PDF's downloaded, click it to open it. 
  3. And finally, when you scroll down to the bottom of the paystub PDF you'll see the details of your split payments. You'll also see the amounts paid to each bank account. 

Now, back to the split payment settings. 

To turn off split payments: 

  1. First, select: "Yes, split payment" 
  2. And change it to: "No split payments" 
  3. Next, click: Save 
  4. And finally, the split payments are now turned off and no future payments are to ever go to any split payment account. 

The last option to show you, is the percentage split on your payday payments. 

To set up a percentage split payment: 

  1. First, click: "No split payments" 
  2. Then select: "Yes, split payment ... by percent" 
  3. Drag the slider to the percentage that you want. 
  4. Then check the payee is the one you want. 
  5. Next, click: Save 
  6. And finally, the percentage split payment's now all set up. This percentage of your pay now gets deposited into your savings account each payday. 

Keep in mind that: 

  • Setting split payments is something only you can do for yourself. 
  • Even admins can't set or change it for you. 
  • This gives you the security of knowing that your money always gets paid to exactly where you decide for it to be paid. 

And that's it! That's all you need to do to split your payday payments between two bank accounts! 

Updated: Sat, Apr 15, 2023.
 

Payslips

 

Checking paystubs before paying3:36

"How do I check paystubs before paying payroll on payday?" 

If your team's paystubs frequently include timesheets and expenses, you may want to check each paystub before you click: Pay now 

To see a paystub: 

  1. First, select the pay batch on:
    Menu > Pay batches
     
  2. Then click:
    Pay > Pay now
     
  3. Next the "Pay now" list slides out on the right. If you're going to be checking lots of paystubs, it's easiest to click the three dots: (in the top-right corner), to open it in a new tab. 
  4. Then click: Open in new tab 
  5. Next, hover your mouse over the row of the first paystub you want to check. 
  6. And click the blue "See paystub" button: (at the start of any row) 
  7. And finally, once their paystub slides out on the right, you can now begin checking. 

The first thing to check is this big number (at the top). This is their "Net pay", or, in other words, how much is paid to their bank account. Make sure that it "feels" like the number you're expecting to pay. 

To check a paystub's hours worked: 

  1. First, if the person does timesheets, click the "hours worked" link, and a list of their timesheet times slides out on the right. 
  2. If you need to change one of the times, click it to open the timesheet. 
  3. Now, drag the slider to make your change, and click: Save 
  4. And finally, now that it's reloaded, you can see that the "hours worked" is less. Also, when you hover your mouse over the "Earnings" number, the hours to be paid is less as well. 

To change repeat payables, like a benefit in kind: 

  1. First, click this blue button (at the front of the row), you can open the repeat payable and change its settings. 
  2. Next, change "Vehicle type" to "Van" and click: Save 
  3. And finally, you'll instantly see the change show up on the paystub. 

To temporarily remove a repeat payable: 

  1. First, keep in mind that this removes a repeat payable from a single paystub, but it still shows up on future paystubs. 
  2. If this is what you want, uncheck this box. 
  3. And finally, when you uncheck this box the repeat payable is removed from the current paystub. It still shows up in all future paystubs, as expected. 

To permanently remove a repeat payable: 

  1. First, click this blue button (at the front of the row). 
  2. Then scroll down to the "People getting this" heading and click a person. 
  3. And now that you've opened the person's pay settings, click the "remove" link. 
  4. Then click: Yes ... remove 
  5. Now that it's reloaded, you can see that the repeat payable is now set to empty. 
  6. Even though it's set to empty, the row is still showing because it's been paid on previous paystubs in the tax year. The previous payments mean the "year to date" amount still needs to show. 
  7. And finally, once you get to the next tax year, the newly empty "year to date" amount means the row disappears. 

If you're paying lots of people, and if your team's paystubs frequently include timesheets and expenses, you may want to plan things out in advance. You may want to share your "checking" job with others in your payroll team. Checking paystubs can be done by multiple people, all during the same time. Set up each person in your payroll team to connect from their own login, and check each person's got payroll admin permissions. 

Now, once everything's checked, click: Pay now 

And that's it! That's everything you need to know about checking paystubs! 

Updated: Tue, Jun 13, 2023.
 

Paystub hours worked1:40

"How do I see the hours worked on a paystub?" 

For anyone who's paid hourly, the number of hours worked during the pay period is an important part of the pay calculation. 

To see a paystub's list of "Hours worked": 

  1. First, select the person on:
    Menu > People
     
  2. Then click:
    Pay > Paystub
     
  3. Next, to open their paystub in a new tab, click the three dots: (in the top-right corner) 
  4. Then click: Open in new tab 
  5. Now that the paystub's open in its own window... 
  6. And finally, click:
    More > Hours worked
     

On the paystub's "Hours worked" you can see: 

  • A detailed breakdown of each days hours. So, if a pay period started on March first, and went through to March 31st, you'd see a pay period of 31 rows. 
  • For each row, you can click the link to see the timesheet for that day. 
  • And for days where there's timesheet notes, to see that day's notes, you can hover your mouse over the "Notes" button:  
  • You'll see the total of hours worked (at the bottom). 
  • All the numbers are in decimal format to make them also work when downloaded as an XLS. 

To download a paystub's "Hours worked" as an XLS: 

  1. First, click:
    Show settings > More > Download > .xls
     
  2. And finally, you'll now have an XLS file that you can use for your own calculations. 

And that's it! That's everything you need to know about seeing hours worked on a paystub! 

Updated: Sat, Apr 15, 2023.
 

Paystub Tax Filing status1:12

"How do I check a paystub's Tax Filing status?" 

Sometimes, you may want to be sure that your pay and taxes have been correctly filed with HMRC. 

So you can see how any person can check their own paystub Tax Filing, the following steps are for people with no special permissions. 

To check a paystub's Tax Filing status: 

  1. First, open yourself on:
    Menu > Me
     
  2. Then go to your: Calendar 
  3. Click back through the months and look for the blue circle that matches the payday date of the paystub that you're looking for. 
  4. Once you find the paystub you're looking for, click the blue circle, and then click: Payday 
  5. Once your paystub slides out on the right, click: Tax Filing status 
  6. Then on the panel that slides out on the right, you'll see your "HMRC receipt" that confirms that your pay and taxes have been filed successfully. 
  7. And finally, if you scroll down to the bottom of your paystub, you'll also see your "HMRC receipt" as well. 

And that's it! That's everything you need to know about checking paystub's Tax Filing status! 

Updated: Sun, Apr 16, 2023.
 

Downloading & printing paystubs2:29

"How do I download & print my old paystubs?" 

Sometimes, you can misplace, or need another copy of a paystub. Sometimes it's helpful to see how to download only a single: paystub" 

So you can see how any person can get their own paystub PDFs, the following steps are for people with no special permissions. 

To see all your paid paystubs in a list: 

  1. First, open yourself on:
    Menu > Me
     
  2. Then click:
    Pay > Paystubs history
     
  3. Then when you hover your mouse over each row, it shows how long it's been since the paystub was paid. 
  4. Once you've selected a paystub, click the blue "See event" button: (at the start of the row) 
  5. Then once the panel slides out on the right, click: Download PDF 
  6. After a few seconds, your paystub PDF is downloaded. You can click the downloaded PDF to open it, and you're all ready to print. 
  7. And finally, if you need more than one paystub PDF, continue to click and download, until you've got all the PDFs you need. 

Alternatively, the second way to download paystubs is from your calendar: 

  1. First, go to your: Calendar 
  2. Click back through the months and look for the blue circle that matches the payday date of the paystub that you're looking for. 
  3. Once you find the paystub you're looking for, click the blue circle, and then click: Payday 
  4. Once your paystub slides out on the right, to open it in a new tab, click the three dots: (in the top-right corner) 
  5. Then click: Open in new tab 
  6. If you need to go to the next, or previous paystub, click the triangles, and it jumps you to the next paystub. 
  7. Once you've found the paystub you want, click:
    More > Download PDF
     
  8. And finally, once it downloads, click the downloaded PDF to open it, and you're all ready to print. 

Sometimes, instead, you may be after the numbers from your paystub, perhaps so you can do your own calculations. If so, to download the spreadsheet version of your paystub, click:
More > Download XLS
 

To learn more: 

  • About how to download all the paystub PDFs of a single payday, in one go, if you've got payroll permissions, watch the video on: Multi-paystub PDF 

And that's it! That's everything you need to know about downloading paystubs! 

Updated: Sat, Apr 15, 2023.
 

Deleting a paystub2:11

"How do I delete a paystub?" 

Occasionally, you may have a paid paystub, and then realise there's been a mistake. Some mistakes can be fixed by first, deleting the paystub, and then re-running: "Pay now" 

To delete a paystub: 

  1. First, select the pay batch on:
    Menu > Pay batches
     
  2. Then click:
    Pay > Pay now
     
  3. Once "Pay now" slides out on the right, hover your mouse over the row of the paystub you want to delete. 
  4. Then click the blue "See paystub" button: (at the start of any row) 
  5. Once the paystub slides out on the right, to open it in a new tab, click the three dots: (in the top-right corner) 
  6. And then click: Open in new tab 
  7. Now that the paystub's open in its own tab, click:
    More > Delete
     
  8. And then click: Yes ... delete 
  9. And finally, you'll see that this paystub's been deleted, and is back to being: "Not paid" 

Keep in mind that: 

  • Whenever you pay a paystub, everything that's connected to it's calculations gets locked. This includes locking connected timesheets, expense claims, repeat payables, and time off. This freezes everything, so your records remain reliable. 
  • Making a change to a locked timesheet, or expense claim is the most common reason for deleting a paystub. 
  • Instead of deleting a paystub, you could also make an adjustment to the person's next paystub. 
  • Adjustments to their next paystub can also be made. To do this, click Payables, then click Menu > Payables > New payable, and then select from the list. 
  • Any time you delete a paystub, it's important that you pay that paystub again as soon as possible. Deleting a paystub only deletes it in your copy of the payroll. HMRC's copy remains as is, and becomes out-of-date, until you re-run "Pay now". However, once you re-run "Pay now" for the paystub you deleted, HMRC gets all your new paystub numbers, and everything's all synced up again. 

And that's it! That's everything you need to know about deleting a paystub! 

Updated: Sat, Apr 15, 2023.
 

1st FREE Time & Attendance works with your existing payroll system. After ending a pay period, get sub-totals of hours worked on each paystub.

To see the done time for each person's pay period:

  1. Set up a new pay batch (if you haven't already):

    Go to: Menu > Pay batches > New pay batch

  2. Set up the payday cycle, so it exactly matches your external payroll:

    Go to: Pay batch > Paydays

  3. Add people to that pay batch:

    Go to: Pay batch > Pay > People

  4. To see done time (which now matches the pay period's date started and ended):
    1. For the entire pay batch:

      Go to: Pay batch > Pay > Pay now

    2. For a single person:
      1. Open a person's paystub:

        Go to: Paystub

      2. Click:

        More > Details

Now you're all set!

  • After a pay period, get sub-totals of hours worked on each:

    Go to: Paystub

  • Copy and paste them into your payroll system.

If you do these steps at a later date, we still back calculate all the sub-totals and display them on each paystub.

Updated: Sat, Apr 15, 2023.
 

Schedules

 

Types of pay schedules3:06

"What types of pay schedules are there?" 

Pay schedules set when, and how often your pay gets paid. 

To see a pay batch's types of pay schedules: 

  1. First, select the pay batch on:
    Menu > Pay batches
     
  2. Then click:
    Settings > Pay batch settings
     
  3. Then beside "Payday due", click the "Edit" button:  
  4. And finally, click: "Pay period recurs" 

There's five types of pay schedules: 

  • Weekly. 
  • Bi-weekly. 
  • Semi-monthly. 
  • Monthly. 
  • And once only. 

 

Weekly pay schedules: 

  • Is when your people are paid on the same day of every week. 
  • For example, payday could be: "every Friday" 
  • You're free to select any day of the week as your payday. 
  • Weekly is popular because people remember day-of-week payday routines. 

 

Bi-weekly pay schedules: 

  • Is when each pay period lasts exactly two weeks. 
  • For example, payday could be: "every second Friday" 
  • Bi-weekly is popular because you still get a day-of-week payday routine, but with half the effort of weekly. 

 

Four-weekly pay schedules: 

  • Is when each pay period lasts exactly four weeks. 
  • For example, payday could be: "every fourth Friday" 
  • Four-weekly is popular because you also get a day-of-week payday routine, but with four times less effort, compared to weekly. 

 

Semi-monthly pay schedules: 

  • Is when you have two pay periods a month, each ending on the days of your choice. 
  • For example, payday could be: "the first and 15th of every month" 
  • You can pick any two ending days. 
  • Semi-monthly is popular because you have the assurance of exactly two paydays a month. 

 

Monthly pay schedules: 

  • Is when payday is on the same day of each month. 
  • For example, payday could be: "the first of every month" 
  • You're free to pick any day in the month that you'd like as your payday. 
  • Monthly is popular because many people's bills, like rent, gas, and electricity, are also monthly. 

 

Once only pay schedules: 

  • Are only useful when your org is switching from one pay period type to another. 
  • For example, switching from "Monthly" to "Weekly", and you need to pay your people for the few days gap in-between. 
  • "Once only" pay periods are very rarely used. 

To learn more: 

You may notice: 

  • That sometimes, some of the pay schedules may not show in the list, for your country. 
  • If ever a pay schedule isn't available for your country, it's usually because it's not recommended, based on local tax rules. 

And that's it! That's everything you need to know about pay schedule types you can pick from! 

Updated: Sat, Apr 15, 2023.
 

Changing your pay schedule1:34

"How do I change how often my people get paid?" 

Changing how often people get paid, means changing an existing pay batch's pay schedule. 

To change to an existing pay batch's pay schedule: 

  1. First, select the pay batch on:
    Menu > Pay batches
     
  2. Then click:
    Settings > Pay batch settings
     
  3. Then beside "Payday due", click the "Edit" button:  
  4. And click:
    Pay period recurs
     
  5. Next, change it to how often you want your people to be paid. 
  6. And set the day of the week, or date of the month. 
  7. Next, set:
    Payday due
     
  8. Then click: Save 
  9. To see your pay schedule changes, click: Calendar > 12-month calendar 
  10. And finally, when you hover your mouse over a blue payday circle, you'll see black circles marking the days covered by that payday's pay period. 

Keep in mind that: 

  • Once the pay schedule's had paystubs paid, a "Schedule locked" message shows, and it can't be changed anymore. 
  • However, up until paystubs are paid, you can come back and make changes as many times as you like. 

To learn more: 

And that's it! That's all you need to do to change an existing pay batch's pay schedule! 

Updated: Sat, Apr 15, 2023.
 

Setting payday dates1:35

"How do I set the delay between a pay period's last working day, and its payday?" 

The pay period is the days that people work. Payday is when the people are paid. Often, your payroll admins need a few days delay between the two. 

To set a delay between a pay period's last working day, and its payday: 

  1. First, select the pay batch on:
    Menu > Pay batches
     
  2. Then click:
    Settings > Pay batch settings
     
  3. Then beside "Payday due", click the "Edit" button:  
  4. And look for:
    Payday due
     
  5. Now, select how many days (after the pay period ends) until your people get paid. 
  6. Then click: Save 
  7. To see your pay schedule changes, click: Calendar > 12-month calendar 
  8. And finally, when you hover your mouse over a blue payday circle, you'll see black circles marking the days covered by that payday's pay period. 

Keep in mind that: 

  • Payroll admins usually need at least five days delay, to look at timesheets, and approve expense claims. 
  • However, in some countries, there's rules to limit the maximum number of days delay. 
  • Also, once the pay schedule's have paystubs paid, a "Schedule locked" message shows, and it can't be changed anymore. 

And that's it! That's all you need to do to set a delay between a pay period's last working day, and its payday! 

Updated: Sat, Apr 15, 2023.
 

Note: For advanced users only

Bridging from one pay schedule to another2:35

"How do I bridge from one type of pay schedule to another?" 

Bridging closes the pay period gap that's sometimes formed when your org's switching from one pay period type to another. For example, switching from "Monthly" to: "Weekly" 

To bridge from one pay schedule to another: 

  1. First, select the pay batch on:
    Menu > Pay batches
     
  2. Then click:
    Settings > Pay batch settings
     
  3. Then beside "Payday due", click the "List schedules" button:  
  4. THE FIRST STEP:
    is to set an end date for the "currently active" pay schedule.
     
  5. Select the pay schedule that says: "currently active" 
  6. Scroll down to
    Schedule ends on, and select an end date.
     
  7. Then click: Save 
  8. THE SECOND STEP:
    is to create the new pay schedule that you'll be moving everyone to.
     
  9. Click More, then List schedules, then: New schedule 
  10. Set
    Pay period recurs to your new pay schedule.
     
  11. Now, before setting when this new pay schedule starts, first find out when the previous one's ending. Click the "List schedules" button. 
  12. Then set
    Schedule starts on to be as soon as possible after that.
     
  13. Then click: Save 
  14. THE THIRD STEP:
    is to create the new pay schedule to bridge the gap between the two pay schedules.
     
  15. Click More, then List schedules, then: New schedule 
  16. Set "Pay period recurs" to: "Once only" 
  17. Now, scroll down and set "Schedule starts on" and:
    Schedule ends on
     
  18. It automatically suggests the recommended start and end dates. 
  19. Then click: Save 
  20. Now, to see all your pay schedule changes, click the "List schedules" button. 
  21. And finally, you can now see all the start and end dates connecting without any gaps, so no one misses out on their pay. 

Keep in mind that: 

  • It's very rare that you'll ever have to bridge pay schedules. 
  • Also, be sure to communicate all the payday date changes to your people. 
  • And don't forget to pay them on every one of the newly created paydays. 

For advanced usage: 

  • You can also use the calendar (at the top) to see a preview of your newly created paydays. 

And that's it! That's all you need to do to bridge pay schedules! 

Updated: Sat, Apr 15, 2023.
 

Deleting a pay schedule2:19

"How do I delete a pay schedule?" 

If you no longer need a pay schedule, under limited circumstances, you can delete it. 

To delete a pay schedule: 

  1. First, select the pay batch on:
    Menu > Pay batches
     
  2. Then click:
    Settings > Pay batch settings
     
  3. Then beside "Payday due", click the "List schedules" button:  
  4. And select the pay schedule you'd like to delete. 
  5. And click More, then: Delete 
  6. And then click: Yes ... delete 
  7. Now, the pay schedule's deleted. 
  8. The pay schedule's also locked, so it can't be changed anymore. 
  9. And finally, if you change your mind and want the pay schedule back again, click Undelete, and it's immediately undeleted. 

If it's been a while since you deleted a pay schedule, and you want to undelete it, you'll first need to find it in the: "deleted bin" 

 

To undelete a pay schedule from your "deleted bin": 

  1. First, click:
    Menu > Deleted bin
     
  2. Next, you'll see a category for every kind of item that can be deleted. Click: Schedules 
  3. And then click the pay schedule you'd like to undelete. 
  4. Next, click: Undelete 
  5. And finally, the deleted pay schedule is immediately undeleted. 

You may notice: 

  • Once the schedule's got paid paystubs, a "Schedule locked" message shows, and it can't be deleted anymore. 
  • Also, you can't delete the schedule that's currently "active" for today's date. 
  • And you can't delete a schedule if it's the last remaining schedule in the pay batch. 
  • In reality, it's rare that you'd ever need to delete a schedule. 

Keep in mind that: 

  • Only people who've got "Full payroll admin" permissions can delete or undelete pay schedules. 
  • And remember that all deletes and undeletes are always permanently recorded in "History". This means any admin can always look back in time, and see who did any delete, and when the delete was done. 

And that's it! That's everything you need to know about deleting or undeleting a pay schedule! 

Updated: Sat, Apr 15, 2023.
 

Tax forms

 

Tax forms history2:04

"How do I see a historical list of all my old tax forms?" 

The "Tax forms history" shows you a list of all the tax forms that've ever been prepared in your name. 

So you can see how any person can get to their own "Tax forms history", the following steps are for people with no special permissions. 

To see all your old tax forms in a list: 

  1. First, open yourself on:
    Menu > Me
     
  2. Then click:
    Pay > Tax forms history
     
  3. You'll now see a list of all your old tax forms, including what the form was, when it was prepared, and by who. 
  4. And finally, to see a single tax form, click the blue "See event" button: (at the start of the row) 

Now that the tax form's opened: 

  • You can see which of your email addresses the tax form was originally sent to. 
  • And you can click Download PDF to re-download a copy of your original tax form. 
  • By default, you'll see a cover page, which has some notes you may find useful. 
  • If you don't want this cover page, turn off:  
  • And you'll now see the cover page disappear. The cover page also stays off all your other tax forms from now on, until you turn it back on. 

Examples of tax forms that you may see in this list include: 

  • P45: Details of an employee leaving work. 
  • P60: End of year certificate. 
  • CIS-PDS: The construction industry scheme payments and deduction statement. 
  • SMP: Statutory maternity pay. 

Even if a person's been deleted, you can always re-download their tax forms, even years later. 

To learn more: 

And that's it! That's everything you need to know about seeing a historical list of all your old tax forms! 

Updated: Sat, Apr 15, 2023.

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