Difference between revisions of "How do I set my company HMRC details?"

From Catalyst
Jump to: navigation, search
(Bulk update)
Line 3: Line 3:
  
 
== More Information ==
 
== More Information ==
−
As part of your Payroll Settings, you need to record your company's HMRC Details, i.e. your PAYE District, Number and Reference Number. These details are required to appear on P45's and P14/60's and the year end on-line filing information, so it is important you record these in the Payroll system. If you cannot find these details, see your Accountant or contact your Tax Office for assistance.
+
As part of your Payroll Settings, you need to record your company's HMRC Details, i.e. your PAYE Number and company reference. These details are required to appear on P45's and P14/60's and are included in the online submissions for period, monthly and yearly submission.
  
−
*Go to {{Menu|{{PR}}|Maintenance Options|Payroll Settings|Company Parameters|General Company Details}}.
+
Please contact your Accountant or HMRC for assistance if you do not know the relevant details.
  
−
* At {{DataPrompt|Tax Office Name}}, enter the local tax office to which you are allocated.
+
* Go to {{Menu|{{PlatinumModuleSettings|{{PR}}|Module Settings}}
−
* In {{DataPrompt|Employer PAYE Reference}}, enter the PAYE reference for the business. This will normally be in the form {{DataValue|999/X9999}}.
+
* Select each option in turn and click {{Button|Edit}} to check or amend the data.
−
* In {{DataPrompt|Accounts Office Reference}}, enter the Accounts office reference for the business. This will normally be in the form {{DataValue|999XX99999999}}.
+
* Enter your {{DataPrompt|Tax office number}}. This is usually a 3 or 4 digit number. Click {{Button|OK}}.
−
* In {{DataPrompt|Self Assessment Reference}}, enter your HMRC self assessment reference if you are a sole trader or partnership.
+
* Enter your {{DataPrompt|Employer PAYE Reference}}. This will normally be in the form {{DataValue|X9999}}. Click {{Button|OK}}.
−
{{Note|text=Leave this blank if your business is a limited company.}}
+
* Enter your {{DataPrompt|Accounts Office Reference}}. This will normally be in the form {{DataValue|999XX99999999}}. Click {{Button|OK}}.
−
* In {{DataPrompt|Corporation Tax Reference}}, enter your corporation tax reference if you are a limited company.
+
* Select your {{DataPrompt|Company Type}}. Click {{Button|OK}}.
−
{{Note|text=Leave this blank if you are a sole trader or partnership.}}
+
* Enter the appropriate reference depending on your company type. {DataPrompt|Self assessment/corporation tax reference}}. Click {{Button|OK}}.
 +
* Click {{Button|Done}} and {{Button|Accept}} to save the updated details.
  
−
* Press {{KeyPress|ESC}} to exit the General Parameters screen. The details you enter are stored automatically.
+
You should also record your [[Setting the government gateway credentials|Government Gateway]] credentials as these are required for the submission.  
  
 
== See also ==
 
== See also ==

Revision as of 06:07, 2 June 2020

Summary

This article explains how to enter the HMRC details for your company.

More Information

As part of your Payroll Settings, you need to record your company's HMRC Details, i.e. your PAYE Number and company reference. These details are required to appear on P45's and P14/60's and are included in the online submissions for period, monthly and yearly submission.

Please contact your Accountant or HMRC for assistance if you do not know the relevant details.

  • Go to " " Reports & Settings Maintenance Options System Administrator Module Settings Payroll Module Settings"
  • Select each option in turn and click [Edit] to check or amend the data.
  • Enter your "Tax office number". This is usually a 3 or 4 digit number. Click [OK].
  • Enter your "Employer PAYE Reference". This will normally be in the form 'X9999'. Click [OK].
  • Enter your "Accounts Office Reference". This will normally be in the form '999XX99999999'. Click [OK].
  • Select your "Company Type". Click [OK].
  • Enter the appropriate reference depending on your company type. {DataPrompt Self assessment/corporation tax reference". Click [OK].
  • Click [Done] and [Accept] to save the updated details.

You should also record your Government Gateway credentials as these are required for the submission.

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
paye, hmrc, ir, inland, revenue, payroll, holiday, parameters
Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_set_my_company_HMRC_details%3F&oldid=41990"