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

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== Summary ==
 
== Summary ==
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As part of your Payroll Parameters, you need to record your company's Inland Revenue 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.  
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This article explains how to enter the HMRC details for your company.
  
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== Details ==
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== More Information ==
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*Go to [[Menu|{{PR}}|Payroll Parameters/Maintenance|Payroll Parameters|Company Parameters|General Company Details]]
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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.
  
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Your screen will resemble the screen displayed below:
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Please contact your Accountant or HMRC for assistance if you do not know the relevant details.
  
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<pre>
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* Go to {{Menu|{{PlatinumModuleSettings}}|{{PR}}|Module Settings}}
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                              General Parameters
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* Scroll down the screen to the {{DataPrompt|General Company Details}}.
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* Select each option in turn and click {{Button|Edit}} to check or amend the data.
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* Enter your {{DataPrompt|Tax office number}}. This is usually a 3 or 4 digit number. Click {{Button|OK}}.
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* Enter your {{DataPrompt|Employer PAYE Reference}}. This will normally be in the form {{DataValue|X9999}}. Click {{Button|OK}}.
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* Enter your {{DataPrompt|Accounts Office Reference}}. This will normally be in the form {{DataValue|999XX99999999}}. Click {{Button|OK}}.
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* Select your {{DataPrompt|Company Type}}. Click {{Button|OK}}.
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* At {{DataPrompt|Self assessment/corporation tax reference}} enter the appropriate unique tax reference (UTR) depending on your company type. Click {{Button|OK}}.
  
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Payroll Tax Year Start : 9999
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{{Tip|text=Follow [https://www.gov.uk/find-lost-utr-number#:~:text=It's%20a%2010%2Ddigit%20number,be%20called%20'tax%20reference' this] link to HMRC site if you need help finding your UTR/Tax Reference number}}
  
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Default Holidays Days :  20
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* Scroll down to the {{DataPrompt|SMP/SAP/SHPP/ShPP Parameters}} section
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  Carry Days Forward? : N (Y/N)
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* Check the {{DataPrompt|SMP compensation rate}} and {{DataPrompt|SMP recovery rate}} are correct for your company. The standard values are {{DataValue|0.00}} and {{DataValue|92.00}} (as at 06/04/2021).
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* If you are eligible for Small Employer's Relief click each in turn and enter the relevant rate.
  
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        Tax Office Name : Leicester
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* Click {{Button|Done}} and {{Button|Accept}} to save the updated details.
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Employer PAYE Reference : 123/A426      (e.g. 123/A426)
 
  
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</pre>
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You should also record your [[Setting the government gateway credentials|Government Gateway]] credentials as these are required for the submission.
  
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* In {{DataPrompt|PAYE District}} enter your Company's PAYE District.
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== See also ==
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This will be the name of the local office to which you are allocated.
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* [[How do I run a payroll period?]]
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* In {{DataPrompt|District Number}} enter your Company's District Number.
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* [[How do I close a payroll period?]]
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This will generally be a three digit number.
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* [[How do I run reports at the end of a payroll period?]]
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* In {{DataPrompt|Reference Number}} enter your Company's Reference Number. This will generally be a letter followed by four numbers.
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* [[Setting the government gateway credentials]]
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* Press {{KeyPress|ESC}} to exit the General Parameters screen. The details you enter are stored automatically and will be printed on P14/60's and P45's.
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* [[How do I prepare for RTI submissions?]]
  
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== See Also ==
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{{KB_Tags|paye, hmrc, ir, inland, revenue, payroll, holiday, parameters}}
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* [[Getting Started - Payroll]]
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{{How}}{{KB_PR}}{{ZN_Admin}}
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* [[How do I Run a Payroll Period?]]
 
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* [[How do I Close a Payroll Period?]]
 
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* [[How do I Run Reports at the End of a Payroll Period?]]
 
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* [[Setting the Government Gateway User ID]]
 
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* [[How do I Prepare for RTI Submissions?]]
 
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{{KB_Tags|PAYE, HMRC, IR, Inland, Revenue, payroll, holiday, Parameters}}
 
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{{KB_PR}} {{ZN_Admin}}
 

Latest revision as of 05:24, 11 August 2021

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"
  • Scroll down the screen to the "General Company Details".
  • 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].
  • At "Self assessment/corporation tax reference" enter the appropriate unique tax reference (UTR) depending on your company type. Click [OK].
Follow this link to HMRC site if you need help finding your UTR/Tax Reference number
  • Scroll down to the "SMP/SAP/SHPP/ShPP Parameters" section
  • Check the "SMP compensation rate" and "SMP recovery rate" are correct for your company. The standard values are '0.00' and '92.00' (as at 06/04/2021).
  • If you are eligible for Small Employer's Relief click each in turn and enter the relevant rate.
  • 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


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Keywords AND Misspellings
paye, hmrc, ir, inland, revenue, payroll, holiday, parameters
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