Add Employee Pension Deduction

  1. Go to the Company menu and select ‘Alter Payments / Deductions’.

  2. Select ‘Add New’.

  3. Choose ‘No’ to the message asking if you want to use the wizard.

  4. Enter a Name for the pension deduction.

  5. In the Category field, select ‘Apply After Tax & NI Calculation’/

  6. In the + or - field, select ‘Deduction’.

  7. In the Type field, select ‘Percentage Auto Enrolment’.

  8. Range check should be the default of ‘None’.

  9. Report Group should be the default of ‘<None>’.

  10. When Clear Totals field is set to ‘Annually’, during Year-end Restart the year to-date total for this pension deduction will be cleared along with other year to-date totals.

  11. Select the ‘Subtract Basic Rate Tax’ box.

  12. Select ‘OK’.

    Settings for payment/deduction screen