1. How do I open the EPS monthly?

"How do I open the EPS monthly?"

Sending the EPS monthly to HMRC is your way of letting HMRC know about any changes that've happened in your business over the last month.

To open your pay batch's EPS monthly:

1. First, select one of the three ways to open your pay batch's EPS monthly.
2. The first way:
   Is when you get an email reminder, on the 17th of the month, to send your EPS monthly.
3. The email is automatically sent to the pay batch's payday admin if it's detected that your business has changes to send to HMRC.
4. Then from the email, tap: See "EPS monthly"
5. The second way:
   Is to select the pay batch on: MenuPay batches
6. And then from the To-do tab, scroll down, and tap: EPS monthly
7. However, you'll only see "EPS monthly" if it's detected that your business has changes to send to HMRC.
8. The third way:
   Is useful when the changes you're sending to HMRC haven't been detected.
9. To open "EPS monthly" when your changes haven't been detected, select the pay batch on: MenuPay batches
10. Then tap: FormsEPS monthly
11. Once the EPS monthly is open, you'll see that it contains seven headings.
12. Every time you open the EPS monthly, it automatically scans all your settings and ticks any headings that are due to be sent to HMRC.
13. In some cases, none of the seven headings are ticked.
14. If none are ticked, you probably don't need to send the EPS monthly to HMRC for that month.
15. Sometimes, however, when it first opens, you'll find some sections have been automatically ticked.
16. Only the sections that you allow to remain ticked are sent to HMRC.
17. To force a section to be sent, or to not be sent, you can always tap that section's heading to close or open that section.
18. If there's any section you don't want sent to HMRC, be sure to tap it closed, so it switches back to the square:
19. And finally, if you're all ready to send it to HMRC, tap: File with HMRC (at the bottom)

Keep in mind that:

• The EPS doesn't need to be sent each month. If your business doesn't have any changes for that tax month, there's no need to send it.
• The tax month is always the 6th of the month to the 5th of the next month.
• However, if your business does have changes, the pay batch's payday admin gets an email reminder on the 17th of the month. Your EPS is then due by the 19th of the month.

And that's it! That's all you need to do to open your pay batch's EPS monthly!