Item

Description

Default Payment Method

The default payment method drop-down list holds options of Export, Cheque or Other. The default method which is set here will be assigned to all new starters which are integrated from HR or entered directly into Payroll.

NI Calculate Method

This field dictates the method for calculating national insurance contributions. The options you have are Table or Exact.

NI Default Category

The NI default category dictates the NI category assigned to new starters in Payroll.

Delete Data On Year End

By clicking this tick-box the option below will then appear.

Maximum years for Payroll data retention

This option allows you to select the amount of years you wish to retain payroll data, and this will be automatically removed depending on the parameter you have selected.

Small Employers’ Relief

This box should only be ticked if you claim Small Employers Relief for statutory payments eg. SMP.

Tax Code

The tax code displayed here is the one that will be assigned to new starters by default. This can then be overridden on an individual basis via the P45, manual input or by downloading a HMRC coding notice

Self-Assessment UTR

Enter your self-assessment unique tax reference here if this is applicable to your business i.e. You are a sole trader. This reference number will be submitted on your RTI submissions.

Corporation Tax Reference

Enter your corporation tax reference number here if this is applicable to your business i.e. It is a limited company. This reference number will be submitted on your RTI submissions.

Company Registration Number

Enter your unique company registration number. This is used for the Furlough Reclaim HMRC Export Report.

CMEC Employer Reference Number

Enter your Child Maintenance Enforcement Commission reference number here. This will only apply to employers who have CMEC AOE orders for 1 or more of their employees.